| Date | Description |
|---|
| 2023-04-11 |
delete otherexecutives Geoff Nelson |
| 2023-04-11 |
delete person Andrea McCarthy |
| 2023-04-11 |
delete person Brandon Capicotto |
| 2023-04-11 |
delete person Geoff Nelson |
| 2023-04-11 |
delete person Haley Hegenauer |
| 2023-04-11 |
delete person Jack Gilligan |
| 2023-04-11 |
insert person Bonnie Travers |
| 2023-04-11 |
insert person Dave Werle |
| 2023-04-11 |
insert person Dawn G. Starks |
| 2023-04-11 |
insert person Jennifer Adams |
| 2023-04-11 |
insert person Kathryn Beach |
| 2023-04-11 |
insert person Kristen Revis |
| 2023-04-11 |
insert person Niki Barnes |
| 2023-04-11 |
insert person Sarah Cannon |
| 2023-04-11 |
insert person Scott Brooks |
| 2023-04-11 |
update person_description Adam Frinsco => Adam Frinsco |
| 2023-04-11 |
update person_description Alan Thomson => Alan Thomson |
| 2023-04-11 |
update person_description Christopher Currin => Christopher Currin |
| 2023-04-11 |
update person_description Dale Acton => Dale Acton |
| 2023-04-11 |
update person_description David H. Levy => David H. Levy |
| 2023-04-11 |
update person_description Evan Bachman => Evan Bachman |
| 2023-04-11 |
update person_description Greta Fure => Greta Fure |
| 2023-04-11 |
update person_description Jack Thompson => Jack Thompson |
| 2023-04-11 |
update person_description Jake Meza => Jake Meza |
| 2023-04-11 |
update person_description Jefferson Bell => Jefferson Bell |
| 2023-04-11 |
update person_description Johannes Fure => Johannes Fure |
| 2023-04-11 |
update person_description John Howard => John Howard |
| 2023-04-11 |
update person_description Karin Fure => Karin Fure |
| 2023-04-11 |
update person_description Kristy Jordan => Kristy Jordan |
| 2023-04-11 |
update person_description Mary Jackson => Mary Jackson |
| 2023-04-11 |
update person_description Melanie Fitzgerald => Melanie Fitzgerald |
| 2023-04-11 |
update person_description Noah Reichert => Noah Reichert |
| 2023-04-11 |
update person_description Sally Toomey => Sally Toomey |
| 2023-04-11 |
update person_title Bradley Anderson: Associate Wealth Advisor => Wealth Advisor |
| 2023-04-11 |
update person_title Evan Bachman: Associate Financial Planner => Financial Planner |
| 2023-04-11 |
update person_title Evan Salter: Client Services Specialist => Client Service Specialist |
| 2023-04-11 |
update person_title Gabrielle Mollick: Financial Planner => Associate Wealth Advisor |
| 2023-04-11 |
update person_title George Herr: Associate Financial Planner => Financial Planner |
| 2023-04-11 |
update person_title Henry Cox: Client Service Specialist => Associate Financial Planner |
| 2023-04-11 |
update person_title Kaz Woodward: Financial Planner => Associate Wealth Advisor |
| 2023-04-11 |
update person_title Rebekah Burns: Associate Wealth Advisor => Wealth Advisor |
| 2023-04-11 |
update person_title Scott Hancock: Client Service Specialist => Client Service Manager, Wealth Path Group |
| 2023-04-11 |
update person_title Scott Weigel: Associate Wealth Advisor => Wealth Advisor |
| 2023-04-11 |
update person_title Stella Doyle: Associate Financial Planner => Financial Planner |
| 2023-04-11 |
update person_title W. Thomas McNary: Wealth Advisor => Wealth Advisor, Director |
| 2023-03-10 |
delete otherexecutives Joshua Lozow |
| 2023-03-10 |
delete svp Doug Fabian |
| 2023-03-10 |
insert managingdirector Ben Kautz |
| 2023-03-10 |
insert otherexecutives John Walker |
| 2023-03-10 |
delete person Charlene Jones |
| 2023-03-10 |
delete person Christina Hung |
| 2023-03-10 |
delete person Jeff Minc |
| 2023-03-10 |
delete person Jesse Schenck |
| 2023-03-10 |
delete person Joshua Lozow |
| 2023-03-10 |
delete person Kate DeGiorgi |
| 2023-03-10 |
delete person Michael W. Johns |
| 2023-03-10 |
delete person Sydney Kirkes |
| 2023-03-10 |
delete person Tyler Schaefer |
| 2023-03-10 |
delete person Victoria Williamson |
| 2023-03-10 |
delete person William Flanders |
| 2023-03-10 |
insert person Adam Frinsco |
| 2023-03-10 |
insert person Amber Adams |
| 2023-03-10 |
insert person Andrea McCarthy |
| 2023-03-10 |
insert person Anika Turc |
| 2023-03-10 |
insert person Ben Kautz |
| 2023-03-10 |
insert person Brittnae Olasehinde |
| 2023-03-10 |
insert person Candace Kinsler |
| 2023-03-10 |
insert person Charlene Maruska |
| 2023-03-10 |
insert person Chip Workman |
| 2023-03-10 |
insert person Danielle Frazier |
| 2023-03-10 |
insert person Debbie Krone |
| 2023-03-10 |
insert person Dennis Jablonoski |
| 2023-03-10 |
insert person Doug Watts |
| 2023-03-10 |
insert person Ernest Neeley |
| 2023-03-10 |
insert person Evan Salter |
| 2023-03-10 |
insert person Frank Moore |
| 2023-03-10 |
insert person Gabrielle Mollick |
| 2023-03-10 |
insert person Haiden Bowman |
| 2023-03-10 |
insert person Haley Hegenauer |
| 2023-03-10 |
insert person Helen Shingler |
| 2023-03-10 |
insert person Henry Cox |
| 2023-03-10 |
insert person Jack McCloskey |
| 2023-03-10 |
insert person James V. Tate |
| 2023-03-10 |
insert person Jeannette Jones |
| 2023-03-10 |
insert person Jesus Romero Enciso |
| 2023-03-10 |
insert person John Walker |
| 2023-03-10 |
insert person Jory Tracy |
| 2023-03-10 |
insert person Joseph Young |
| 2023-03-10 |
insert person Kevin Rainwater |
| 2023-03-10 |
insert person Larry Shaw |
| 2023-03-10 |
insert person Leigh Edwards |
| 2023-03-10 |
insert person Lily Robertson |
| 2023-03-10 |
insert person Logan Donovan |
| 2023-03-10 |
insert person Maeve Schmid |
| 2023-03-10 |
insert person Meagan Blazier |
| 2023-03-10 |
insert person Merideth Gillis |
| 2023-03-10 |
insert person Michael Stros |
| 2023-03-10 |
insert person Michelle Schrag |
| 2023-03-10 |
insert person Morgan Buckridge |
| 2023-03-10 |
insert person Mychelle Malveaux |
| 2023-03-10 |
insert person Nadia Dubowyj |
| 2023-03-10 |
insert person Nathan Zolynsky |
| 2023-03-10 |
insert person Nikki Ivins |
| 2023-03-10 |
insert person Noah Reichert |
| 2023-03-10 |
insert person Rebekah Burns |
| 2023-03-10 |
insert person Ryan M. Flurer |
| 2023-03-10 |
insert person Steve Cordasco |
| 2023-03-10 |
insert person Susan Feiste |
| 2023-03-10 |
insert person Suzanne Randolph |
| 2023-03-10 |
insert person Tammy Wakevainen |
| 2023-03-10 |
insert person Timothy Joseph |
| 2023-03-10 |
insert person Troy Buder |
| 2023-03-10 |
insert person William McNutt |
| 2023-03-10 |
insert person Zeke Aviles |
| 2023-03-10 |
update person_description Candace Davis => Candace Davis |
| 2023-03-10 |
update person_description Jeannie Seabaugh => Jeannie Seabaugh |
| 2023-03-10 |
update person_description Jenel Darland => Jenel Darland |
| 2023-03-10 |
update person_description John Stobbs => John Stobbs |
| 2023-03-10 |
update person_title Doug Fabian: Senior Vice President => Senior Vice President - Sales |
| 2023-03-10 |
update person_title Nicholas Ladaga: Regional Sales Associate => Associate RVP |
| 2023-02-06 |
delete otherexecutives Chris Jameson |
| 2023-02-06 |
delete otherexecutives Corey Bird |
| 2023-02-06 |
delete person Amy Ruffing |
| 2023-02-06 |
delete person Barbara Barreca |
| 2023-02-06 |
delete person Brittnae Olasehinde |
| 2023-02-06 |
delete person Candace Abrams |
| 2023-02-06 |
delete person Cherice Peoples |
| 2023-02-06 |
delete person Chris Jameson |
| 2023-02-06 |
delete person Corey Bird |
| 2023-02-06 |
delete person Emelyne Seh |
| 2023-02-06 |
delete person Florence Fuller Child |
| 2023-02-06 |
delete person Greg Alger |
| 2023-02-06 |
delete person Henry Cox |
| 2023-02-06 |
delete person Jacques Jagr |
| 2023-02-06 |
delete person Jaron Carmichael |
| 2023-02-06 |
delete person Jesus Romero Enciso |
| 2023-02-06 |
delete person Josette Hewitt |
| 2023-02-06 |
delete person Judy McNary |
| 2023-02-06 |
delete person Katherine Sotiroff |
| 2023-02-06 |
delete person Logan Donovan |
| 2023-02-06 |
delete person Maeve Schmid |
| 2023-02-06 |
delete person Matthew Truckner |
| 2023-02-06 |
delete person Morgan Buckridge |
| 2023-02-06 |
delete person Rebekah Burns |
| 2023-02-06 |
delete person Sandra Mitchell |
| 2023-02-06 |
delete person William McNutt |
| 2023-02-06 |
delete person William Sands |
| 2023-02-06 |
delete person Zeke Aviles |
| 2023-02-06 |
insert person Charlene Jones |
| 2023-02-06 |
update person_description Amber Tanksley => Amber Tanksley |
| 2023-02-06 |
update person_description Andra Reason => Andra Reason |
| 2023-02-06 |
update person_description Ben Rowse => Ben Rowse |
| 2023-02-06 |
update person_description Bennet Thonakkara => Bennet Thonakkara |
| 2023-02-06 |
update person_description Brian Abatemarco => Brian Abatemarco |
| 2023-02-06 |
update person_description Brian Sullivan => Brian Sullivan |
| 2023-02-06 |
update person_description Brittany Doyle => Brittany Doyle |
| 2023-02-06 |
update person_description Cameron Willcox => Cameron Willcox |
| 2023-02-06 |
update person_description Carl Larimore => Carl Larimore |
| 2023-02-06 |
update person_description Chase Carmichael => Chase Carmichael |
| 2023-02-06 |
update person_description Chelsy Nikolish => Chelsy Nikolish |
| 2023-02-06 |
update person_description Christina Hung => Christina Hung |
| 2023-02-06 |
update person_description Christopher S. Murphy => Christopher S. Murphy |
| 2023-02-06 |
update person_description Chuck Breuch => Chuck Breuch |
| 2023-02-06 |
update person_description Craig Marrs => Craig Marrs |
| 2023-02-06 |
update person_description Dane Sauer => Dane Sauer |
| 2023-02-06 |
update person_description Danny Polyakov => Danny Polyakov |
| 2023-02-06 |
update person_description David E. Gardner => David E. Gardner |
| 2023-02-06 |
update person_description David H. Levy => David H. Levy |
| 2023-02-06 |
update person_description Dean R. Murray => Dean R. Murray |
| 2023-02-06 |
update person_description Doug Fabian => Doug Fabian |
| 2023-02-06 |
update person_description Douglas Gilbert => Douglas Gilbert |
| 2023-02-06 |
update person_description Edward Dunphy => Edward Dunphy |
| 2023-02-06 |
update person_description Eric Anderson => Eric Anderson |
| 2023-02-06 |
update person_description Eric Zehnder => Eric Zehnder |
| 2023-02-06 |
update person_description Erica Weiser => Erica Weiser |
| 2023-02-06 |
update person_description G. Merrick Estes => G. Merrick Estes |
| 2023-02-06 |
update person_description Geoff Nelson => Geoff Nelson |
| 2023-02-06 |
update person_description Glen Minton => Glen Minton |
| 2023-02-06 |
update person_description Heather Jenkins Capps => Heather Jenkins Capps |
| 2023-02-06 |
update person_description James Taylor => James Taylor |
| 2023-02-06 |
update person_description James Todd => James Todd |
| 2023-02-06 |
update person_description Jeff Bilberry => Jeff Bilberry |
| 2023-02-06 |
update person_description Jeff Kacal => Jeff Kacal |
| 2023-02-06 |
update person_description Jeff Katz => Jeff Katz |
| 2023-02-06 |
update person_description Jeff Minc => Jeff Minc |
| 2023-02-06 |
update person_description JoAnn Ferradino => JoAnn Ferradino |
| 2023-02-06 |
update person_description Joel Lange => Joel Lange |
| 2023-02-06 |
update person_description John Voralik => John Voralik |
| 2023-02-06 |
update person_description Kaz Woodward => Kaz Woodward |
| 2023-02-06 |
update person_description Kevin Dillon => Kevin Dillon |
| 2023-02-06 |
update person_description Kevin Jack => Kevin Jack |
| 2023-02-06 |
update person_description Kristen Comeau => Kristen Comeau |
| 2023-02-06 |
update person_description Laura Combs => Laura Combs |
| 2023-02-06 |
update person_description Laura Rowley => Laura Rowley |
| 2023-02-06 |
update person_description Laura Thompson => Laura Thompson |
| 2023-02-06 |
update person_description Lorenzo Riley => Lorenzo Riley |
| 2023-02-06 |
update person_description Marc A. Normann => Marc A. Normann |
| 2023-02-06 |
update person_description Matt Cook => Matt Cook |
| 2023-02-06 |
update person_description Michael W. Johns => Michael W. Johns |
| 2023-02-06 |
update person_description Nicholas Campbell => Nicholas Campbell |
| 2023-02-06 |
update person_description Nicholas Ladaga => Nicholas Ladaga |
| 2023-02-06 |
update person_description Nicole Mosley => Nicole Mosley |
| 2023-02-06 |
update person_description Patrick T. Moore => Patrick T. Moore |
| 2023-02-06 |
update person_description Ramsey Zreik => Ramsey Zreik |
| 2023-02-06 |
update person_description Renée Pichette => Renée Pichette |
| 2023-02-06 |
update person_description Rich Davtyan => Rich Davtyan |
| 2023-02-06 |
update person_description Rodney Alvarado => Rodney Alvarado |
| 2023-02-06 |
update person_description Ron Kibbe => Ron Kibbe |
| 2023-02-06 |
update person_description Ryan Frankel => Ryan Frankel |
| 2023-02-06 |
update person_description Sam Khan => Sam Khan |
| 2023-02-06 |
update person_description Scott Hancock => Scott Hancock |
| 2023-02-06 |
update person_description Scott Kays => Scott Kays |
| 2023-02-06 |
update person_description Scott Weigel => Scott Weigel |
| 2023-02-06 |
update person_description Susan Travis => Susan Travis |
| 2023-02-06 |
update person_description Susy Gibo => Susy Gibo |
| 2023-02-06 |
update person_description Sydney Kirkes => Sydney Kirkes |
| 2023-02-06 |
update person_description Todd LaLuzerne => Todd LaLuzerne |
| 2023-02-06 |
update person_description W. Thomas McNary => W. Thomas McNary |
| 2023-02-06 |
update person_title Jake Meza: Member of the Your Bloomington Team; Associate Financial Planner => Financial Planner |
| 2023-01-05 |
delete otherexecutives Todd E. Hagen |
| 2023-01-05 |
insert otherexecutives Bruce Harrison |
| 2023-01-05 |
delete person Alexander Doyle |
| 2023-01-05 |
delete person Amanda O'Sullivan |
| 2023-01-05 |
delete person Ann de Zeeuw |
| 2023-01-05 |
delete person Anne Arnaud |
| 2023-01-05 |
delete person Christopher Posey |
| 2023-01-05 |
delete person David Cain |
| 2023-01-05 |
delete person Devin Farrow |
| 2023-01-05 |
delete person Isaac Babalola |
| 2023-01-05 |
delete person James Parker |
| 2023-01-05 |
delete person Jill Jeter |
| 2023-01-05 |
delete person Judy Howard |
| 2023-01-05 |
delete person Kristin Greenleaf |
| 2023-01-05 |
delete person Mari Adam |
| 2023-01-05 |
delete person Matthew W. Sheets |
| 2023-01-05 |
delete person Navisha Sawh |
| 2023-01-05 |
delete person Robin Allis |
| 2023-01-05 |
delete person Ryan Overstreet |
| 2023-01-05 |
delete person Todd E. Hagen |
| 2023-01-05 |
delete person Tristan Pohren |
| 2023-01-05 |
delete person Tyler Davis |
| 2023-01-05 |
delete person Will Lupfer |
| 2023-01-05 |
insert person Bill Starnes |
| 2023-01-05 |
insert person Bruce Harrison |
| 2023-01-05 |
insert person Carolyn Stillman |
| 2023-01-05 |
insert person Dillon Tierney |
| 2023-01-05 |
insert person Ian Hamre |
| 2023-01-05 |
insert person Kristy Jordan |
| 2023-01-05 |
insert person Lisa Dellinger |
| 2023-01-05 |
insert person Rachel Roach |
| 2023-01-05 |
insert person Tyler Hillyer |
| 2023-01-05 |
update person_title Aaron Boyce: Wealth Advisor => Regional Vice President, Wealth Advisor |
| 2023-01-05 |
update person_title Alan E. Hewitt: Client Advisor and Branch Manager; Member of the Your Camarillo Team => Wealth Advisor; Member of the Your Camarillo Team |
| 2023-01-05 |
update person_title Anna Apodaca: Regional Vice President, Wealth Advisor => Regional Vice President, Wealth Advisor, Director |
| 2023-01-05 |
update person_title José Castañeda: Client Solutions Representative => Regional Vice President, Wealth Advisor |
| 2023-01-05 |
update person_title Lacy Hartzler: Client Service Specialist => Regional Sales Associate |
| 2022-12-04 |
insert otherexecutives Dominic Colletti |
| 2022-12-04 |
delete person Alan C. Hewitt |
| 2022-12-04 |
delete person Haley Griffin |
| 2022-12-04 |
delete person Jack Bruno |
| 2022-12-04 |
delete person Raphael Aziz |
| 2022-12-04 |
insert person Amanda Reed |
| 2022-12-04 |
insert person Anne Arnaud |
| 2022-12-04 |
insert person Briana Klotz |
| 2022-12-04 |
insert person Candace Davis |
| 2022-12-04 |
insert person Cecilia Gutierrez |
| 2022-12-04 |
insert person Connor Nagelvoort |
| 2022-12-04 |
insert person Dale Acton |
| 2022-12-04 |
insert person Dale Hawthorne |
| 2022-12-04 |
insert person David Fure |
| 2022-12-04 |
insert person Dominic Colletti |
| 2022-12-04 |
insert person Evan Bachman |
| 2022-12-04 |
insert person Greta Fure |
| 2022-12-04 |
insert person Ivette Herrera |
| 2022-12-04 |
insert person Jack Thompson |
| 2022-12-04 |
insert person Jake Meza |
| 2022-12-04 |
insert person Jenel Darland |
| 2022-12-04 |
insert person Johannes Fure |
| 2022-12-04 |
insert person Karin Fure |
| 2022-12-04 |
insert person Lenda Sandoval |
| 2022-12-04 |
insert person Mark Cunningham |
| 2022-12-04 |
insert person Patrick Moody |
| 2022-12-04 |
insert person Sally Toomey |
| 2022-12-04 |
insert person Sanley J. DePasquale |
| 2022-12-04 |
insert person Scott Berkson |
| 2022-12-04 |
insert person Tom Lacock |
| 2022-12-04 |
insert person Victoria Williamson |
| 2022-12-04 |
update person_title Dionisio Meneses: Associate; Advisor => Associate Wealth Advisor |
| 2022-11-03 |
delete otherexecutives Veronica Rubio |
| 2022-11-03 |
insert otherexecutives Joshua Lozow |
| 2022-11-03 |
insert president Daniel Gourvitch |
| 2022-11-03 |
delete person Benton Rowse |
| 2022-11-03 |
delete person Charlene Jones |
| 2022-11-03 |
delete person Erin Neece |
| 2022-11-03 |
delete person Kathy Cain |
| 2022-11-03 |
delete person Stephanie Fernandes |
| 2022-11-03 |
delete person Veronica Rubio |
| 2022-11-03 |
insert person Alex Gianelli |
| 2022-11-03 |
insert person Amber Tanksley |
| 2022-11-03 |
insert person Ashley Felton |
| 2022-11-03 |
insert person Barbara Barreca |
| 2022-11-03 |
insert person Barbara Padilla |
| 2022-11-03 |
insert person Ben Rowse |
| 2022-11-03 |
insert person Blake Parker |
| 2022-11-03 |
insert person Brent Singleton |
| 2022-11-03 |
insert person Daniel Gourvitch |
| 2022-11-03 |
insert person DeAnna Bochno |
| 2022-11-03 |
insert person Dean Young |
| 2022-11-03 |
insert person Deborah Parker |
| 2022-11-03 |
insert person Dena Livingston |
| 2022-11-03 |
insert person Dennis Heim |
| 2022-11-03 |
insert person Derek DeMars |
| 2022-11-03 |
insert person Eric Frampton |
| 2022-11-03 |
insert person Ethan Wallace |
| 2022-11-03 |
insert person Evan Kennedy |
| 2022-11-03 |
insert person Haiden Bowman |
| 2022-11-03 |
insert person Henry Cox |
| 2022-11-03 |
insert person Holly Gray |
| 2022-11-03 |
insert person Jeff Bilberry |
| 2022-11-03 |
insert person Jessica Livingston |
| 2022-11-03 |
insert person Jonathan Stirneman |
| 2022-11-03 |
insert person Jonathan Vance |
| 2022-11-03 |
insert person Jonathon Betze |
| 2022-11-03 |
insert person Joshua Lozow |
| 2022-11-03 |
insert person Joy De Pasquale |
| 2022-11-03 |
insert person Karen Rosen |
| 2022-11-03 |
insert person Kaz Woodward |
| 2022-11-03 |
insert person Kimberly Maxwell |
| 2022-11-03 |
insert person Krista-Arlene Palakiko |
| 2022-11-03 |
insert person Laurel Portman |
| 2022-11-03 |
insert person Liliana Huerta |
| 2022-11-03 |
insert person Lina Burlaka |
| 2022-11-03 |
insert person Lisa Pastushok |
| 2022-11-03 |
insert person Luke Mazariegos |
| 2022-11-03 |
insert person Marcus Cooper |
| 2022-11-03 |
insert person Mark Ericson |
| 2022-11-03 |
insert person Mathew Carrigy |
| 2022-11-03 |
insert person Michael Raidt |
| 2022-11-03 |
insert person Monica Wyse |
| 2022-11-03 |
insert person Nick Jensen |
| 2022-11-03 |
insert person Nick McDowell |
| 2022-11-03 |
insert person Olivia Manning |
| 2022-11-03 |
insert person Rasheed Jarmon |
| 2022-11-03 |
insert person Sarah Tenhundfeld |
| 2022-11-03 |
insert person Stacy Reen |
| 2022-11-03 |
insert person Steve Berkson |
| 2022-11-03 |
insert person Taylor Merriman |
| 2022-11-03 |
update person_title Charlene Maruska: Regional Sales Manager => Regional Service Manager |
| 2022-10-03 |
delete person Alexander O'Reilly |
| 2022-10-03 |
delete person Alexis Scott |
| 2022-10-03 |
delete person Ashlee Chu Hewitt |
| 2022-10-03 |
delete person Brennan Wehrle |
| 2022-10-03 |
delete person Jennifer Gray |
| 2022-10-03 |
delete person Kira Baffi |
| 2022-10-03 |
delete person Melanie Guhit |
| 2022-10-03 |
delete person Michelle Elia |
| 2022-10-03 |
delete person Robert Lau |
| 2022-10-03 |
delete person Shannon Temple |
| 2022-10-03 |
delete person Steven Schneider |
| 2022-10-03 |
delete person Wendy Murphy |
| 2022-10-03 |
delete person Zafar Ahsan |
| 2022-10-03 |
insert person Alexis Wilkinson |
| 2022-10-03 |
insert person Anna Kovalev |
| 2022-10-03 |
insert person Bettina Marchetto |
| 2022-10-03 |
insert person Chelsy Nikolish |
| 2022-10-03 |
insert person Dennis J. Moore |
| 2022-10-03 |
insert person Garrett Parker |
| 2022-10-03 |
insert person Hannah Bishop |
| 2022-10-03 |
insert person Jarrett Bare |
| 2022-10-03 |
insert person Jason Bivin |
| 2022-10-03 |
insert person Jeannie Seabaugh |
| 2022-10-03 |
insert person Jesse Schenck |
| 2022-10-03 |
insert person Jesus Romero Enciso |
| 2022-10-03 |
insert person John Stobbs |
| 2022-10-03 |
insert person Joseph Banks |
| 2022-10-03 |
insert person Joshua Brookins |
| 2022-10-03 |
insert person Joshua Fremit |
| 2022-10-03 |
insert person Julie Brown |
| 2022-10-03 |
insert person Katherine Arakkal |
| 2022-10-03 |
insert person Katherine Sotiroff |
| 2022-10-03 |
insert person Lacy Arnold |
| 2022-10-03 |
insert person Lakshmi Mohindroo |
| 2022-10-03 |
insert person Lauren Harris |
| 2022-10-03 |
insert person Marissa Nece |
| 2022-10-03 |
insert person Melissa McCabe |
| 2022-10-03 |
insert person Melody Manzanedo |
| 2022-10-03 |
insert person Michael Sharp |
| 2022-10-03 |
insert person Midori Anderson |
| 2022-10-03 |
insert person Rouba Khzam |
| 2022-10-03 |
insert person Ryan Frankel |
| 2022-10-03 |
insert person Shanon Lee |
| 2022-10-03 |
insert person Sonia Rodriguez |
| 2022-10-03 |
insert person Steven Elliott |
| 2022-10-03 |
insert person Tess Inhelder |
| 2022-10-03 |
insert person Trisha Miller |
| 2022-10-03 |
insert person William Howard |
| 2022-10-03 |
update person_description Aleksandra Simic => Aleksandra Simic |
| 2022-10-03 |
update person_title Charlene Maruska: Client Service Specialist => Regional Sales Manager |
| 2022-10-03 |
update person_title Christopher Blakely: Financial Planner => Associate Wealth Advisor |
| 2022-10-03 |
update person_title Christopher S. Murphy: Financial Planner => Associate Wealth Advisor |
| 2022-10-03 |
update person_title David Simpson: Portfolio Manager => Senior Investment Strategist |
| 2022-10-03 |
update person_title Dedrick Lee II: Senior Legal Assistant => Lead, Sr. Legal Assistant |
| 2022-10-03 |
update person_title Drew Harper: Wealth Advisor => Senior Wealth Advisor |
| 2022-10-03 |
update person_title Eunice Kim: Associate Wealth Advisor => Financial Planner |
| 2022-10-03 |
update person_title Harrison Fant: Wealth Advisor => Senior Wealth Advisor |
| 2022-10-03 |
update person_title Jacob Gee: Financial Planner => Associate Wealth Advisor |
| 2022-10-03 |
update person_title James Telfer: Financial Planner => Associate Wealth Advisor |
| 2022-10-03 |
update person_title Jeff Giguere: Associate Wealth Advisor => Wealth Advisor |
| 2022-10-03 |
update person_title Jeff Minc: Financial Planner; Member of the Your Camarillo Team => Associate Wealth Advisor; Member of the Your Camarillo Team |
| 2022-10-03 |
update person_title Jordan Cowart: Associate Wealth Advisor => Wealth Advisor |
| 2022-10-03 |
update person_title Korina Kaio-Maddox: Client Service Specialist => Associate Financial Planner |
| 2022-10-03 |
update person_title Kristina Gillis-Phelps: Portfolio Operations Specialist => Client Service Specialist |
| 2022-10-03 |
update person_title Kyndal Howard: Client Service Specialist => Financial Planner |
| 2022-10-03 |
update person_title Logan Donovan: Associate Financial Planner => Financial Planner |
| 2022-10-03 |
update person_title Michael Snider: Associate Wealth Advisor => Wealth Advisor |
| 2022-10-03 |
update person_title Nicholas Cathcart: Senior Tax Associate => Tax Manager |
| 2022-10-03 |
update person_title Paul Petrosino: Senior Tax Advisor => Tax Manager |
| 2022-10-03 |
update person_title Rich Davtyan: Member of the Your Beverly Hills Team; Associate Wealth Advisor => Member of the Your Beverly Hills Team; Wealth Advisor |
| 2022-10-03 |
update person_title Ryan Overstreet: Wealth Advisor => Regional Vice President, Wealth Advisor |
| 2022-10-03 |
update person_title Sam Hume: Associate Wealth Advisor => Regional Vice President, Wealth Advisor |
| 2022-10-03 |
update person_title Stefen Donohue: Client Service Specialist => Associate Financial Planner |
| 2022-10-03 |
update person_title Zeke Aviles: Financial Planner => Associate Wealth Advisor |
| 2022-08-03 |
delete person Adam Wager |
| 2022-08-03 |
delete person Claire Hahn |
| 2022-08-03 |
delete person Gabrielle Joiner |
| 2022-08-03 |
delete person Karen Nucci |
| 2022-08-03 |
delete person Laura Cuber |
| 2022-08-03 |
delete person Stephanie White |
| 2022-08-03 |
delete person Susan Evans |
| 2022-08-03 |
delete person Tiffany Garza |
| 2022-08-03 |
delete person William Perysian |
| 2022-08-03 |
insert person Aleksandra Simic |
| 2022-08-03 |
insert person Alexis Kibbe |
| 2022-08-03 |
insert person Amy Van Lierop |
| 2022-08-03 |
insert person Anna Moseley |
| 2022-08-03 |
insert person Benton Rowse |
| 2022-08-03 |
insert person Cameron Willcox |
| 2022-08-03 |
insert person Camille McCalla |
| 2022-08-03 |
insert person Claudia Paluch |
| 2022-08-03 |
insert person Courtney Lavender |
| 2022-08-03 |
insert person Edgar Parrish |
| 2022-08-03 |
insert person Ernest Neeley |
| 2022-08-03 |
insert person Gabriel Tishelman |
| 2022-08-03 |
insert person Gregg G. Padilla |
| 2022-08-03 |
insert person Heather Carthy |
| 2022-08-03 |
insert person Jacob Lynch |
| 2022-08-03 |
insert person Jade Warren |
| 2022-08-03 |
insert person Jake Wedemeyer |
| 2022-08-03 |
insert person Joy Kaczmarek |
| 2022-08-03 |
insert person Katherine Parrish |
| 2022-08-03 |
insert person Kathy Cain |
| 2022-08-03 |
insert person Lanie Nikes |
| 2022-08-03 |
insert person Lorenzo Riley |
| 2022-08-03 |
insert person Luana Puglisi |
| 2022-08-03 |
insert person Mario Tamasi |
| 2022-08-03 |
insert person Robert A. Medvey |
| 2022-08-03 |
insert person Rubi Contreras |
| 2022-08-03 |
insert person William S. "Stan" Bivin |
| 2022-08-03 |
insert person William Sands |
| 2022-08-03 |
update person_description Alec Montoya => Alec Montoya |
| 2022-08-03 |
update person_description Alexander Cote => Alexander Cote |
| 2022-08-03 |
update person_title Alexander Cote: Portfolio Analyst in the Investment Strategy Group; Portfolio Manager => Portfolio Manager |
| 2022-08-03 |
update person_title Anna Apodaca: Wealth Advisor, Director => Regional Vice President, Wealth Advisor |
| 2022-08-03 |
update person_title Anuska Kovalcheck: Client Service Specialist => Financial Planner |
| 2022-08-03 |
update person_title David Cain: Wealth Advisor => Regional Vice President, Wealth Advisor |
| 2022-08-03 |
update person_title Maeve Schmid: Financial Planner => Associate Wealth Advisor |
| 2022-08-03 |
update person_title Renée Pichette: Associate Wealth Advisor => Wealth Advisor |
| 2022-07-01 |
delete managingdirector Mark S. Germain |
| 2022-07-01 |
delete otherexecutives Douglas Gilbert |
| 2022-07-01 |
insert otherexecutives Paul Barlow |
| 2022-07-01 |
delete person Angel Colon |
| 2022-07-01 |
delete person Brenda Garcia |
| 2022-07-01 |
delete person Carter Brower |
| 2022-07-01 |
delete person Catherine Franklin |
| 2022-07-01 |
delete person Chris Houghton |
| 2022-07-01 |
delete person Craig W. Hart |
| 2022-07-01 |
delete person Joanna Grier |
| 2022-07-01 |
delete person Julianne Andrews |
| 2022-07-01 |
delete person Linette Dobbins |
| 2022-07-01 |
delete person Mark S. Germain |
| 2022-07-01 |
delete person Michelle Thompson |
| 2022-07-01 |
delete person Mitchell Phillips |
| 2022-07-01 |
delete person Nathan Brammer |
| 2022-07-01 |
delete person Reid Johnson |
| 2022-07-01 |
delete person Steven Schwartz |
| 2022-07-01 |
delete person Terry Bobo |
| 2022-07-01 |
insert person Aleesha Grimes |
| 2022-07-01 |
insert person Alexandra Mendoza |
| 2022-07-01 |
insert person Andrea Sunada |
| 2022-07-01 |
insert person Bernie Salamone |
| 2022-07-01 |
insert person Brent Kerstetter |
| 2022-07-01 |
insert person Brittnae Olasehinde |
| 2022-07-01 |
insert person Carol Maloney |
| 2022-07-01 |
insert person Dave Mirsky |
| 2022-07-01 |
insert person David Krakauer |
| 2022-07-01 |
insert person David Riffe |
| 2022-07-01 |
insert person Gracie Horton |
| 2022-07-01 |
insert person Jaclyn Aragon |
| 2022-07-01 |
insert person Janice Donovan |
| 2022-07-01 |
insert person Jesse Jackson |
| 2022-07-01 |
insert person Joanna Geier |
| 2022-07-01 |
insert person Josh Davis |
| 2022-07-01 |
insert person Kobrah McFaden |
| 2022-07-01 |
insert person Kristen Cordell |
| 2022-07-01 |
insert person Liz Yunker |
| 2022-07-01 |
insert person Lori Fellows |
| 2022-07-01 |
insert person Madi Bradley |
| 2022-07-01 |
insert person Mariah Rason |
| 2022-07-01 |
insert person Mary McElligott |
| 2022-07-01 |
insert person Mattijs Ossorio |
| 2022-07-01 |
insert person Melissa Allen |
| 2022-07-01 |
insert person Michael Sohmer |
| 2022-07-01 |
insert person Monica Hernandez |
| 2022-07-01 |
insert person Morgan Buckridge |
| 2022-07-01 |
insert person Nick Bond |
| 2022-07-01 |
insert person Paul Barlow |
| 2022-07-01 |
insert person Scott Williams |
| 2022-07-01 |
insert person Sloan Petereit |
| 2022-07-01 |
insert person Tami Leffingwell |
| 2022-07-01 |
insert person Todd Sanford |
| 2022-07-01 |
insert person Will Lupfer |
| 2022-07-01 |
update person_title Anna Apodaca: Wealth Advisor => Wealth Advisor, Director |
| 2022-07-01 |
update person_title Clay Evans: Financial Planner => Associate Wealth Advisor |
| 2022-07-01 |
update person_title Connor Thomas: Financial Planner => Associate Wealth Advisor |
| 2022-07-01 |
update person_title Danny Polyakov: Member of the Your Beverly Hills Team; Client Service Specialist => Member of the Your Beverly Hills Team; Associate Financial Planner |
| 2022-07-01 |
update person_title David Barton: M & a Leader => Vice Chairman, Mergers & Acquisitions Deal Team Leader |
| 2022-07-01 |
update person_title Douglas Gilbert: Regional Vice President; Member of the Your Boulder Team => Member of the Your Denver Team; Member of the Your Ames Team; Senior Vice President, Sales; Member of the Your Boulder Team |
| 2022-07-01 |
update person_title Jackie Schlup: Financial Planner => Associate Wealth Advisor |
| 2022-07-01 |
update person_title Mary Jean Short: Tax Specialist => Client Service Specialist |
| 2022-07-01 |
update person_title Steven Crevar: Associate Wealth Advisor => Wealth Advisor |
| 2022-04-28 |
insert otherexecutives J.J. Boot |
| 2022-04-28 |
insert otherexecutives Lisa Goodman |
| 2022-04-28 |
delete person Adam Stanowick |
| 2022-04-28 |
delete person Alan Weiss |
| 2022-04-28 |
delete person Albert Barsanti |
| 2022-04-28 |
delete person Brandon Hernandez |
| 2022-04-28 |
delete person Chanelle Van Pelt |
| 2022-04-28 |
delete person Dana Albizri |
| 2022-04-28 |
delete person Emily Meier |
| 2022-04-28 |
delete person Federico Avendano |
| 2022-04-28 |
delete person Frank Piccolo |
| 2022-04-28 |
delete person Joanna Hsu |
| 2022-04-28 |
delete person John McAuliffe |
| 2022-04-28 |
delete person Joshua Fremit |
| 2022-04-28 |
delete person Justin Do |
| 2022-04-28 |
delete person Kevin D. Lehinger |
| 2022-04-28 |
delete person Kseniya Ribeiro |
| 2022-04-28 |
delete person Lambert Batongbacal |
| 2022-04-28 |
delete person Lara Docherty |
| 2022-04-28 |
delete person Madison Taneja |
| 2022-04-28 |
delete person Mark Falamoun |
| 2022-04-28 |
delete person Mark J. Smith |
| 2022-04-28 |
delete person Melissa Dresnok |
| 2022-04-28 |
delete person Monique Reyes |
| 2022-04-28 |
delete person Sophia Berglund |
| 2022-04-28 |
delete person Zachery Wingate |
| 2022-04-28 |
insert person Aaron Boyce |
| 2022-04-28 |
insert person Alec Schneider |
| 2022-04-28 |
insert person Amy Boyd |
| 2022-04-28 |
insert person Andrew Nurse |
| 2022-04-28 |
insert person Anna Apodaca |
| 2022-04-28 |
insert person Art Haws |
| 2022-04-28 |
insert person Brandon Williams |
| 2022-04-28 |
insert person Carter Brower |
| 2022-04-28 |
insert person Chris Houghton |
| 2022-04-28 |
insert person David Cain |
| 2022-04-28 |
insert person David Hardenbergh |
| 2022-04-28 |
insert person David Rich |
| 2022-04-28 |
insert person Dionisio Meneses |
| 2022-04-28 |
insert person Frances Hymiller |
| 2022-04-28 |
insert person Ian Freemire |
| 2022-04-28 |
insert person Ignatius D'Anna |
| 2022-04-28 |
insert person Jacques Jagr |
| 2022-04-28 |
insert person Jedd Nicolas |
| 2022-04-28 |
insert person Jigisha Dahagam |
| 2022-04-28 |
insert person Joanna Grier |
| 2022-04-28 |
insert person John Voralik |
| 2022-04-28 |
insert person Jonah Tinajero |
| 2022-04-28 |
insert person Kelly Rosa |
| 2022-04-28 |
insert person Lisa Butler |
| 2022-04-28 |
insert person Lisa Goodman |
| 2022-04-28 |
insert person Logan Donovan |
| 2022-04-28 |
insert person Max Wrenn |
| 2022-04-28 |
insert person Meredith Maller |
| 2022-04-28 |
insert person Morwenna Borden |
| 2022-04-28 |
insert person Reid Johnson |
| 2022-04-28 |
insert person Ryan Overstreet |
| 2022-04-28 |
insert person Ryan Weichman |
| 2022-04-28 |
insert person Sam Hume |
| 2022-04-28 |
insert person Stella Doyle |
| 2022-04-28 |
insert person Steven Schneider |
| 2022-04-28 |
insert person Trace Winn |
| 2022-04-28 |
insert person W. Cam Goodwin |
| 2022-04-28 |
insert person Zafar Ahsan |
| 2022-04-28 |
update person_title Alec Montoya: Associate Wealth Advisor => Wealth Advisor |
| 2022-04-28 |
update person_title Alexander Cote: Portfolio Analyst; Portfolio Analyst in the Investment Strategy Group => Portfolio Analyst in the Investment Strategy Group; Portfolio Manager |
| 2022-04-28 |
update person_title Andrew Shannon: Associate Wealth Advisor => Wealth Advisor |
| 2022-04-28 |
update person_title Ashlee Chu Hewitt: Member of the Your Camarillo Team; Tax Advisor => Senior Tax Advisor; Member of the Your Camarillo Team |
| 2022-04-28 |
update person_title Ben Gyulambaryan: Associate Wealth Advisor => Wealth Advisor |
| 2022-04-28 |
update person_title Ben Lim: Senior Tax Advisor => Tax Manager |
| 2022-04-28 |
update person_title Bobby Arenivas: Associate Wealth Advisor => Wealth Advisor |
| 2022-04-28 |
update person_title Bradley Anderson: Financial Planner => Associate Wealth Advisor |
| 2022-04-28 |
update person_title Brian Abatemarco: Associate; Regional Vice President => Regional Vice President |
| 2022-04-28 |
update person_title CJ Smith: Associate Wealth Advisor => Wealth Advisor |
| 2022-04-28 |
update person_title Christopher S. Murphy: Associate Financial Planner => Financial Planner |
| 2022-04-28 |
update person_title Daniel Epstein: Director, Income Tax => Senior Tax Director |
| 2022-04-28 |
update person_title Daniel Morr: Account Operations Specialist => Senior Account Operations Specialist |
| 2022-04-28 |
update person_title Danielle Frazier: Client Service Specialist => Regional Service Manager |
| 2022-04-28 |
update person_title Danielle Read: Member of the Your Denver Team; Legal Assistant => Member of the Your Denver Team; Senior Legal Assistant |
| 2022-04-28 |
update person_title Dedrick Lee II: Legal Assistant => Senior Legal Assistant |
| 2022-04-28 |
update person_title Evan Fingert: Law Clerk => Associate Estate Planning Attorney |
| 2022-04-28 |
update person_title Grace Bossert: Client Service Specialist => Associate Financial Planner |
| 2022-04-28 |
update person_title Heather Jenkins Capps: Associate Wealth Advisor => Wealth Advisor |
| 2022-04-28 |
update person_title J.J. Boot: Inside Sales Associate => Associate; Regional Vice President |
| 2022-04-28 |
update person_title Jacob Gee: Client Service Specialist => Financial Planner |
| 2022-04-28 |
update person_title James Roundy: Financial Planner => Associate Wealth Advisor |
| 2022-04-28 |
update person_title Jaron Carmichael: Wealth Advisor => Director of Retirement Group, Wealth Advisor |
| 2022-04-28 |
update person_title Jasna Veledar: Member of the Your Denver Team; Estate Planning Attorney => Member of the Your Denver Team; Lead Estate Planning Attorney |
| 2022-04-28 |
update person_title Jennifer Baick: Director of Financial Planning => Senior Director, Financial Planning Group |
| 2022-04-28 |
update person_title Jim Czirr: Wealth Advisor => Wealth Advisor, Director |
| 2022-04-28 |
update person_title Justin Shane: Associate Wealth Advisor => Wealth Advisor |
| 2022-04-28 |
update person_title Laura Thompson: Senior Regional Sales Associate => Senior Regional Sales Associate, Manager |
| 2022-04-28 |
update person_title Lindsay Black: Associate Financial Planner => Associate Wealth Advisor, Retirement Plans |
| 2022-04-28 |
update person_title Mark Eshman: Wealth Advisor, Director => Director of Foundations and Endowments Group, Senior Wealth Advisor |
| 2022-04-28 |
update person_title Mary Hamshou: Client Service Specialist => Regional Service Manager |
| 2022-04-28 |
update person_title Matthew McCarthy: Senior Tax Advisor => Tax Manager |
| 2022-04-28 |
update person_title Matthew Truckner: Senior Tax Advisor; Member of the Your Camarillo Team => Tax Manager; Member of the Your Camarillo Team |
| 2022-04-28 |
update person_title Mendim Gecaj: Financial Planner => Wealth Advisor |
| 2022-04-28 |
update person_title Mitchell Windemuller: Associate Trader => Senior Trader |
| 2022-04-28 |
update person_title Nancy R. Hudak: Lead Client Service Specialist => Regional Service Manager |
| 2022-04-28 |
update person_title Nikki Ivins: Client Service Specialist => Regional Sales Associate |
| 2022-04-28 |
update person_title Rebekah Burns: Financial Planner => Associate Wealth Advisor |
| 2022-04-28 |
update person_title Remi Hock: Client Service Specialist => Portfolio Analyst |
| 2022-04-28 |
update person_title Steve Roberts: Wealth Advisor, Director => Wealth Advisor |
| 2022-04-28 |
update person_title William McNutt: Financial Planner => Associate Wealth Advisor |
| 2022-03-28 |
delete chieflegalofficer Ben Holzer |
| 2022-03-28 |
delete otherexecutives Andrew Paine |
| 2022-03-28 |
delete otherexecutives Ben Bramer |
| 2022-03-28 |
insert otherexecutives Brian Oberle |
| 2022-03-28 |
insert otherexecutives Rodney Alvarado |
| 2022-03-28 |
delete person Andrew Paine |
| 2022-03-28 |
delete person Austin Tanner |
| 2022-03-28 |
delete person Ben Bramer |
| 2022-03-28 |
delete person Ben Holzer |
| 2022-03-28 |
delete person Bret Svedberg |
| 2022-03-28 |
delete person Brooks Allen |
| 2022-03-28 |
delete person Carlos Hernandez |
| 2022-03-28 |
delete person Daniel Lime |
| 2022-03-28 |
delete person Erica J. Clark |
| 2022-03-28 |
delete person Heather Aragona |
| 2022-03-28 |
delete person Javier Solis |
| 2022-03-28 |
delete person Jeffrey Anaclerio |
| 2022-03-28 |
delete person Jesse Jimerson |
| 2022-03-28 |
delete person Joshua Young |
| 2022-03-28 |
delete person Linette Barajas |
| 2022-03-28 |
delete person Michael Halloran |
| 2022-03-28 |
delete person Omar Roman |
| 2022-03-28 |
delete person Paola Ramos |
| 2022-03-28 |
delete person Samantha Picardo |
| 2022-03-28 |
delete person Zach Klopp |
| 2022-03-28 |
insert person Brian Oberle |
| 2022-03-28 |
insert person Cherice Peoples |
| 2022-03-28 |
insert person Christopher Posey |
| 2022-03-28 |
insert person Haley Griffin |
| 2022-03-28 |
insert person Harper Sample |
| 2022-03-28 |
insert person Kali Dunn |
| 2022-03-28 |
insert person Matthew Moore |
| 2022-03-28 |
insert person Paul Petrosino |
| 2022-03-28 |
insert person Peter Lovberg |
| 2022-03-28 |
insert person Rodney Alvarado |
| 2022-03-28 |
insert person Stefanie Leighter |
| 2022-03-28 |
update person_title Andrew Medders: Senior Client Advisor & Sales => Wealth Advisor |
| 2022-03-28 |
update person_title Federico Avendano: Client Service Specialist => Associate Financial Planning Analyst |
| 2022-03-28 |
update person_title Frank Piccolo: Client Service Specialist => Financial Planning Analyst |
| 2022-03-28 |
update person_title James Telfer: Client Service Specialist => Financial Planner |
| 2022-03-28 |
update person_title Kseniya Ribeiro: Client Service Specialist => Associate Financial Planning Analyst |
| 2022-03-28 |
update person_title Logan L. Baker: Vice President, Estate Planning => Lead, Senior Wealth Strategist |
| 2022-03-28 |
update person_title Madison Taneja: Client Service Specialist => Associate Financial Planning Analyst |
| 2022-03-28 |
update person_title Mark Falamoun: Client Service Specialist => Associate Financial Planning Analyst |
| 2022-03-28 |
update person_title Scott Weigel: Client Service Specialist => Member of the Your Boca Raton Team; Associate Wealth Advisor |
| 2022-03-28 |
update person_title Sheree Leonatti: Legal Assistant => Member of the Your Denver Team; Estate Planning Paralegal |
| 2022-03-28 |
update person_title Stacie Hostetler: Manager of Operations; Member of the Your Ames Team => Client Service Specialist; Member of the Your Ames Team |
| 2022-03-28 |
update person_title Susan Evans: Client Service Specialist => Associate Financial Planner |
| 2022-03-28 |
update person_title Zachery Wingate: Client Service Specialist; Member of the Your Ames Team => Associate Financial Planning Analyst; Member of the Your Ames Team |
| 2022-02-09 |
delete chro Samantha Elder |
| 2022-02-09 |
delete otherexecutives Brendan Reidy |
| 2022-02-09 |
delete otherexecutives Paul Seidman |
| 2022-02-09 |
insert chieflegalofficer Ben Holzer |
| 2022-02-09 |
insert otherexecutives Andy Farah |
| 2022-02-09 |
insert otherexecutives Erica Weiser |
| 2022-02-09 |
delete person Andrew Barnes |
| 2022-02-09 |
delete person Andrew Crim |
| 2022-02-09 |
delete person Barry Newman |
| 2022-02-09 |
delete person Bernadette Mitchell |
| 2022-02-09 |
delete person Brendan Reidy |
| 2022-02-09 |
delete person Colby Ripsam |
| 2022-02-09 |
delete person Donna Skeels Cygan |
| 2022-02-09 |
delete person Frederick M. Hanish |
| 2022-02-09 |
delete person Gale Flores |
| 2022-02-09 |
delete person Jacob Jaegle |
| 2022-02-09 |
delete person Jacqueline D. Adler |
| 2022-02-09 |
delete person Jamie Stone |
| 2022-02-09 |
delete person Jeremy Moniz |
| 2022-02-09 |
delete person Kelly Woodward |
| 2022-02-09 |
delete person Lisa Corboy |
| 2022-02-09 |
delete person Lonnie Dorn |
| 2022-02-09 |
delete person Maunsel Hickey |
| 2022-02-09 |
delete person Melanie J. Keiser |
| 2022-02-09 |
delete person Monica Wray |
| 2022-02-09 |
delete person Nicole Caron |
| 2022-02-09 |
delete person Remington Hasty |
| 2022-02-09 |
delete person Rick Baran |
| 2022-02-09 |
delete person Robert Borden |
| 2022-02-09 |
delete person Samantha Elder |
| 2022-02-09 |
delete person Satchel Ziffer |
| 2022-02-09 |
delete person Shane Rowan |
| 2022-02-09 |
delete person Stephanie Anderson |
| 2022-02-09 |
delete person Trace Alexander |
| 2022-02-09 |
delete person Zachary Perret |
| 2022-02-09 |
insert person Andy Farah |
| 2022-02-09 |
insert person Ben Holzer |
| 2022-02-09 |
insert person Blanca Ceja |
| 2022-02-09 |
insert person Brandon Hernandez |
| 2022-02-09 |
insert person Bret Svedberg |
| 2022-02-09 |
insert person Carl Kunhardt |
| 2022-02-09 |
insert person Carolyn Ann Muller |
| 2022-02-09 |
insert person Carrie Beede |
| 2022-02-09 |
insert person Chabelly Gurrola |
| 2022-02-09 |
insert person Chandler Ferguson |
| 2022-02-09 |
insert person Charlene Miller |
| 2022-02-09 |
insert person Charles Mardock |
| 2022-02-09 |
insert person Chris Young |
| 2022-02-09 |
insert person Clay Evans |
| 2022-02-09 |
insert person Connor Thomas |
| 2022-02-09 |
insert person Courtney Foley |
| 2022-02-09 |
insert person Danny Polyakov |
| 2022-02-09 |
insert person David Simpson |
| 2022-02-09 |
insert person Erica Weiser |
| 2022-02-09 |
insert person Erin Larsen |
| 2022-02-09 |
insert person Erin Wheatcraft |
| 2022-02-09 |
insert person Evan Fingert |
| 2022-02-09 |
insert person Felisha Buchinger |
| 2022-02-09 |
insert person Gerardo Zapata |
| 2022-02-09 |
insert person Hunter D. Zick |
| 2022-02-09 |
insert person Isaac Babalola |
| 2022-02-09 |
insert person Jackie Schlup |
| 2022-02-09 |
insert person James Parker |
| 2022-02-09 |
insert person Jane Castro |
| 2022-02-09 |
insert person Jeff Giguere |
| 2022-02-09 |
insert person Jeffrey Anaclerio |
| 2022-02-09 |
insert person Jenna Taylor |
| 2022-02-09 |
insert person Jesse Jimerson |
| 2022-02-09 |
insert person Joshua Young |
| 2022-02-09 |
insert person Judy Howard |
| 2022-02-09 |
insert person Julia Messineo |
| 2022-02-09 |
insert person Justin Cramer |
| 2022-02-09 |
insert person Kalita Blessing |
| 2022-02-09 |
insert person Karen Nucci |
| 2022-02-09 |
insert person Kate DeGiorgi |
| 2022-02-09 |
insert person Kent Davis |
| 2022-02-09 |
insert person Kyndal Howard |
| 2022-02-09 |
insert person Lara Docherty |
| 2022-02-09 |
insert person Lavanda Malveaux |
| 2022-02-09 |
insert person Lindsey Wetzel |
| 2022-02-09 |
insert person Marcela Carreon |
| 2022-02-09 |
insert person Marla Barnard |
| 2022-02-09 |
insert person Mary Hoskins |
| 2022-02-09 |
insert person Meg O'Brien |
| 2022-02-09 |
insert person Michael O'Brien |
| 2022-02-09 |
insert person Michelle Ottoboni |
| 2022-02-09 |
insert person Mychelle Malveaux |
| 2022-02-09 |
insert person Nicole Miller |
| 2022-02-09 |
insert person Nikki Ivins |
| 2022-02-09 |
insert person Nita O'Neal |
| 2022-02-09 |
insert person Omar Roman |
| 2022-02-09 |
insert person Parker Landolf |
| 2022-02-09 |
insert person Porche Bradley |
| 2022-02-09 |
insert person Rebecca Wolman |
| 2022-02-09 |
insert person Remi Hock |
| 2022-02-09 |
insert person Rob Cox |
| 2022-02-09 |
insert person Samantha Picardo |
| 2022-02-09 |
insert person Schane Goheen |
| 2022-02-09 |
insert person Scott Hancock |
| 2022-02-09 |
insert person Sean O'Connor |
| 2022-02-09 |
insert person Sharon Littell |
| 2022-02-09 |
insert person Sonja Borda |
| 2022-02-09 |
insert person Sonya Mincy |
| 2022-02-09 |
insert person Theresa Bedard |
| 2022-02-09 |
insert person Tiffany Garza |
| 2022-02-09 |
insert person Wendy Reeves |
| 2022-02-09 |
insert person William Montijo |
| 2022-02-09 |
insert person Yesenia Ramirez |
| 2022-02-09 |
update person_title Albert Barsanti: Financial Planner => Wealth Advisor |
| 2022-02-09 |
update person_title Alexander Doyle: Associate Wealth Advisor => Wealth Advisor |
| 2022-02-09 |
update person_title Amber Adams: Client Service Specialist => Senior Client Service Specialist |
| 2022-02-09 |
update person_title Andrew Beck: Associate; Regional Vice President => Regional Vice President |
| 2022-02-09 |
update person_title Angela Fernandez: Client Service Coordinator => Client Service Specialist |
| 2022-02-09 |
update person_title Angela Tucker: Operations Specialist => Operations Manager |
| 2022-02-09 |
update person_title Barry Cohen: Associate Wealth Advisor => Wealth Advisor |
| 2022-02-09 |
update person_title Brianna Becker: Law Clerk - Estate Planning => Associate Estate Planning Attorney |
| 2022-02-09 |
update person_title Brittany Doyle: Client Service Manager => Regional Service Manager |
| 2022-02-09 |
update person_title Bryan Strike: Senior Client Advisor & Financial Planning Manager => Senior Wealth Strategist |
| 2022-02-09 |
update person_title CJ Smith: Financial Planner; Financial Planner / News / News => Associate Wealth Advisor |
| 2022-02-09 |
update person_title Cathy Hoang: Portfolio Operations Specialist => Senior Portfolio Operations Specialist |
| 2022-02-09 |
update person_title Chris Rogers: Client Service Specialist; Senior Vice President, Client Portfolio Manager => Client Service Specialist |
| 2022-02-09 |
update person_title Dane Sauer: Wealth Advisor => Wealth Advisor, Director |
| 2022-02-09 |
update person_title Emily Meier: Executive Assistant / EP Operations => Operations Manager, Estate Planning |
| 2022-02-09 |
update person_title Emily Messegee: Wealth Advisor => Wealth Advisor, Director |
| 2022-02-09 |
update person_title Garrett Cauley: Insurance Operations Specialist => Insurance Advisor |
| 2022-02-09 |
update person_title James Werner: Regional Sales Associate => Senior Regional Sales Associate |
| 2022-02-09 |
update person_title Jason O'Meara: Associate Wealth Advisor => Wealth Advisor |
| 2022-02-09 |
update person_title John Lee: Portfolio Accounting Specialist => Senior Portfolio Accounting Specialist |
| 2022-02-09 |
update person_title Karrie Spencer: Wealth Advisor => Wealth Advisor, Director |
| 2022-02-09 |
update person_title Kristen Comeau: Associate; Regional Vice President => Regional Vice President |
| 2022-02-09 |
update person_title Linda S. Ames Lyons: Associate Wealth Advisor => Wealth Advisor |
| 2022-02-09 |
update person_title Luc Ceci: Financial Planner => Associate Wealth Advisor |
| 2022-02-09 |
update person_title Mark Doran: Senior Tax Director => Senior Vice President, Tax |
| 2022-02-09 |
update person_title Mary Jean Short: Client Service Specialist => Tax Specialist |
| 2022-02-09 |
update person_title Melissa Dresnok: Financial Planner => Financial Planning Analyst |
| 2022-02-09 |
update person_title Nicole Mosley: Associate Financial Planner => Financial Planner |
| 2022-02-09 |
update person_title Paul Seidman: Regional Vice President => Senior Vice President, Institutional Sales |
| 2022-02-09 |
update person_title Phillip Miodowski: Client Service Specialist => Portfolio Analyst |
| 2022-02-09 |
update person_title Phillip Swenson: Associate Wealth Advisor => Wealth Advisor |
| 2022-02-09 |
update person_title Roain Saunders: Associate Financial Planner => Financial Planner |
| 2022-02-09 |
update person_title Stefani Kohler: Associate Financial Planner => Financial Planner |
| 2022-02-09 |
update person_title Stephen Bauer: Client Solutions Representative => CST, Financial Planner |
| 2022-02-09 |
update person_title Stevan Downs: Senior Tax Advisor => Tax Manager |
| 2022-02-09 |
update person_title Susy Gibo: Regional Sales Associate => Senior Regional Sales Associate |
| 2022-02-09 |
update person_title Tanya Thomasson: Regional Operations Manager and Financial Planner => Regional Service Manager |
| 2019-02-08 |
delete person Lacee Floyd |
| 2019-02-08 |
update person_title Tim Rowland: Member of the Your Team; Operations Staff => Member of the Your Team |
| 2018-03-15 |
delete person Tina Martinicca |
| 2017-12-21 |
insert person Rebecca "Becca" Sponcil |
| 2017-01-03 |
insert person Matthew Miller |
| 2016-04-21 |
insert person Dawn Santeford |
| 2016-01-10 |
delete personal_emails wh..@rcla.com |
| 2016-01-10 |
delete person Whitney Johnson |
| 2015-08-30 |
insert personal_emails wh..@rcla.com |
| 2015-08-30 |
insert person Whitney Johnson |
| 2015-01-26 |
delete person Ross, Elizabeth |
| 2014-10-22 |
insert person Ross, Elizabeth |