| Date | Description |
|---|
| 2023-08-01 |
insert person Dayton Smith |
| 2023-08-01 |
insert person Nikki Yates |
| 2023-08-01 |
update person_title Alicia Horn: Wealth Management Associate => Wealth Associate |
| 2023-08-01 |
update person_title Liss Chapman: Wealth Management Associate => Wealth Associate |
| 2023-08-01 |
update person_title Rachel Roth: Wealth Management Associate => Wealth Associate |
| 2023-08-01 |
update person_title Sarah Bremer: Wealth Management Associate => Wealth Associate |
| 2023-08-01 |
update person_title Sarah Gordon: ML & R Wealth Management Team Member; Wealth Management Associate => ML & R Wealth Management Team Member; Wealth Associate |
| 2023-08-01 |
update person_title Sarah Wasaff: Chief Operations Officer; Chief Compliance Officer => Chief Operating Officer; Chief Compliance Officer |
| 2023-05-28 |
delete person Josh Clifford |
| 2022-11-05 |
insert person Liss Chapman |
| 2022-09-04 |
insert person Josh Clifford |
| 2022-09-04 |
update person_title Kira Scott: Associate With ML & R Wealth Management; Wealth Management Associate => Associate With ML & R Wealth Management |
| 2022-08-05 |
delete person Stan McShurley |
| 2022-08-05 |
insert person Sarah Bremer |
| 2022-08-05 |
update person_title Sarah Wasaff: Director of Operations; Chief Compliance Officer => Chief Operations Officer; Chief Compliance Officer |
| 2022-07-05 |
insert person Sarah Gordon |
| 2022-07-05 |
update person_title Bryce Currier: Support Associate => Client Service Associate |
| 2022-07-05 |
update person_title Jessie Wussow: Support Associate => Client Service Associate |
| 2022-07-05 |
update person_title Katy Fangman: Support Associate => Operations Associate |
| 2022-07-05 |
update person_title Lauren Dockter: Support Associate => Client Service Associate |
| 2022-07-05 |
update person_title Sarah Kircher: ML & R Wealth Management Team Member; Wealth Management Associate => ML & R Wealth Management Team Member |
| 2022-06-05 |
insert person Bryce Currier |
| 2022-06-05 |
insert person Jessie Wussow |
| 2021-12-06 |
update person_title Julie Reinhardt: Retirement Associate => Retirement Plan Advisor |
| 2021-12-06 |
update person_title Pam Raffaele: Retirement Associate => Retirement Plan Advisor |
| 2021-07-08 |
update person_title Stan McShurley: Wealth Management Associate => null |
| 2021-06-07 |
insert person Katy Fangman |
| 2021-06-07 |
insert person MaryBeth Meyer |
| 2021-06-07 |
insert person Stan McShurley |
| 2021-01-18 |
update person_description Kira Scott => Kira Scott |
| 2021-01-18 |
update person_description Stefany Quirico => Stefany Quirico |
| 2021-01-18 |
update person_description Stuart Vick Smith => Stuart Vick Smith |
| 2020-09-25 |
insert person Stefany Quirico |
| 2020-07-17 |
insert person Kira Scott |
| 2020-05-17 |
update person_description Carli Smith => Carli Smith |
| 2020-05-17 |
update person_description Fred Frey => Fred Frey |
| 2020-05-17 |
update person_description Pam Raffaele => Pam Raffaele |
| 2020-05-17 |
update person_description Sarah Kircher => Sarah Kircher |
| 2020-05-17 |
update person_description Scott Adair => Scott Adair |
| 2020-05-17 |
update person_description Steve Harvey => Steve Harvey |
| 2020-05-17 |
update person_title Steve Harvey: CFP; Wealth Advisor and Partner => CFP |
| 2020-04-16 |
update person_description Kim Matus => Kim Matus |
| 2020-04-16 |
update person_description Sarah Wasaff => Sarah Wasaff |
| 2020-04-16 |
update person_description Stuart Vick Smith => Stuart Vick Smith |
| 2020-04-16 |
update person_description Vanessa McElwrath => Vanessa McElwrath |
| 2019-12-15 |
insert person Michelle Bullock |
| 2019-12-15 |
update person_title Lauren Dockter: Wealth Management Associate => Support Associate |
| 2019-08-16 |
update person_description Carli Smith => Carli Smith |
| 2019-08-16 |
update person_description Scott Adair => Scott Adair |
| 2019-07-16 |
insert coo Sarah Wasaff |
| 2019-07-16 |
update person_title Carli Smith: Wealth Management Advisor => null |
| 2019-07-16 |
update person_title Fred Frey: Wealth Management Partner => CFP |
| 2019-07-16 |
update person_title Sarah Wasaff: Chief Compliance Officer => Director of Operations; Chief Compliance Officer |
| 2019-07-16 |
update person_title Steve Harvey: Wealth Management Partner; Wealth Advisor and Partner => CFP; Wealth Advisor and Partner |
| 2019-07-16 |
update person_title Stuart Vick Smith: Wealth Management Partner; Lead Partner at ML => PFS; Lead Partner at ML |
| 2019-06-16 |
insert person Lauren Dockter |
| 2019-06-16 |
insert person Rachel Roth |
| 2019-06-16 |
update person_title Kim Matus: Member of the ML & R Wealth Management; Support / Associate => Retirement Associate; Member of the ML & R Wealth Management |
| 2019-04-06 |
delete person BAM Advanced |
| 2019-01-24 |
delete person Casey Riddle |
| 2019-01-24 |
update person_title Vanessa McElwrath: Wealth Management Advisor => Wealth Management Partner |
| 2018-07-10 |
delete personal_emails al..@mlrpc.com |
| 2018-07-10 |
insert personal_emails al..@mlrpc.com |
| 2018-07-10 |
insert person Carli Smith |
| 2018-04-22 |
update person_title Steve Harvey: Wealth Management Partner; Lead Partner for Maxwell Locke => Wealth Management Partner; Wealth Advisor and Partner |
| 2018-04-22 |
update person_title Stuart Vick Smith: Wealth Management Partner; Wealth Advisor => Wealth Management Partner; Lead Partner at ML |
| 2017-09-29 |
insert personal_emails al..@mlrpc.com |
| 2017-07-17 |
insert otherexecutives Sarah Wasaff |
| 2017-07-17 |
update person_description Alicia Bond => Alicia Bond |
| 2017-07-17 |
update person_description Casey Riddle => Casey Riddle |
| 2017-07-17 |
update person_description Kim Matus => Kim Matus |
| 2017-07-17 |
update person_description Pam Raffaele => Pam Raffaele |
| 2017-07-17 |
update person_description Stuart Vick Smith => Stuart Vick Smith |
| 2017-07-17 |
update person_description Vanessa McElwrath => Vanessa McElwrath |
| 2017-07-17 |
update person_title Sarah Wasaff: Operations Manager => Chief Compliance Officer |
| 2017-07-17 |
update person_title Steve Harvey: Wealth Management Partner; Lead Partner for ML => Wealth Management Partner; Lead Partner for Maxwell Locke |
| 2016-04-09 |
insert person Kimberly Matus |
| 2016-01-22 |
insert person Casey Riddle |
| 2015-10-20 |
delete person Ross Daniels |
| 2015-05-25 |
insert person Sarah Wasaff |
| 2013-12-30 |
insert person Vanessa McElwrath |
| 2013-05-25 |
update person_description Lathrop Smith => Lathrop Smith |
| 2013-03-07 |
insert person Lathrop Smith |