RICHMOND INVESTMENT SERVICES - History of Changes


DateDescription
2024-04-08 insert personal_emails jo..@lpl.com
2024-04-08 delete person Michael Jolin
2024-04-08 insert person Josh Boris
2022-11-18 insert personal_emails ma..@lpl.com
2022-11-18 insert person Christopher Becker
2022-11-18 insert person Margie Larson
2022-02-13 insert personal_emails jo..@lpl.com
2022-02-13 insert personal_emails mi..@lpl.com
2022-02-13 insert person Michael Jolin
2022-02-13 update person_description Kelley Donovan => Kelley Donovan
2021-07-01 insert personal_emails co..@lpl.com
2021-07-01 insert person Courtney Krogstad
2020-10-04 insert personal_emails gr..@lpl.com
2020-10-04 insert person Gregg Shaffer
2020-10-04 update person_description Jeri Powalish => Jeri Powalish
2020-10-04 update person_description Kelley Donovan => Kelley Donovan
2020-10-04 update person_description Marc Mrugala => Marc Mrugala
2020-10-04 update person_description Matthew R. Richmond => Matthew R. Richmond
2020-10-04 update person_description Peggy Boris => Peggy Boris
2020-10-04 update person_description Sarah Will => Sarah Will
2020-10-04 update person_title Andrew Boyd: Wealth Manager => LPL Financial Advisor; Wealth Manager
2020-10-04 update person_title Kelley Donovan: Financial Advisor => Securities and Advisory Services Offered through LPL Financial, a Registered Investment Advisor. Member FINRA / SIPC; Financial Advisor; LPL Financial Advisor
2020-10-04 update person_title Marc Mrugala: Financial Advisor => Financial Advisor; LPL Financial Advisor
2020-10-04 update person_title Matthew R. Richmond: Financial Advisor => Financial Advisor; LPL Financial Advisor
2020-10-04 update person_title Peggy Boris: Board Member of the Bavarian Bierhaus => Board Member and past - President of the Bavarian Soccer Club; Securities and Advisory Services Offered through LPL Financial, a Registered Investment Advisor. Member FINRA / SIPC; LPL Financial Advisor
2020-10-04 update person_title Peter Anderson: Financial Advisor => Financial Advisor; LPL Financial Advisor; Representative
2020-10-04 update person_title Sarah Will: Sales Assistant => Client Service Specialist
2020-10-04 update person_title W. Ryan Gray: null => LPL Financial Advisor
2019-08-21 delete personal_emails jo..@lpl.com
2019-04-02 delete person Buddy, Mascot
2018-08-01 insert person Jeri Powalish
2018-02-09 insert personal_emails ke..@lpl.com
2018-02-09 delete person Jeri Powalish
2018-02-09 insert person Kelley Donovan
2017-12-13 insert personal_emails am..@lpl.com
2017-12-13 insert personal_emails ma..@lpl.com
2017-12-13 insert person Amy Wagner
2017-12-13 insert person Andy Boyd
2017-12-13 insert person Marc Mrugala
2015-08-15 insert person Sarah Will
2015-06-05 insert personal_emails pe..@lpl.com
2015-06-05 insert person Peter Anderson
2014-05-27 delete personal_emails la..@lpl.com
2014-05-27 delete person Laura B. Pearson
2014-03-26 insert personal_emails an..@lpl.com
2014-03-26 insert person Andrea Richmond