| Date | Description |
|---|
| 2023-07-14 |
update person_description Alexandra Horwood CIM => Alexandra Horwood CIM |
| 2023-07-14 |
update person_description Aneesha Prihar => Aneesha Prihar |
| 2023-07-14 |
update person_description Samantha Nicol => Samantha Nicol |
| 2023-07-14 |
update person_title Samantha Nicol: Associate => Associate; Investment Advisor |
| 2022-11-24 |
delete person Andrew James |
| 2022-11-24 |
update person_description Alexandra Horwood CIM => Alexandra Horwood CIM |
| 2022-09-22 |
insert personal_emails di..@richardsonwealth.com |
| 2022-09-22 |
insert person Diane Moreira |
| 2022-06-19 |
update person_title Sylvia Azoulay TEP: Instructor at Humber College School of Business and at the Bar Admission => Instructor at Humber College School of Business and at the Bar Admission; Vice President, Tax & Estate Planning |
| 2022-05-18 |
update person_description Kyle Johnson => Kyle Johnson |
| 2022-05-18 |
update person_title Aneesha Prihar: Associate => Associate; Investment Advisor |
| 2022-05-18 |
update person_title Jason Middleton: Estate and Insurance Advisor => null |
| 2021-12-14 |
update person_title Jason Middleton: Individual Insurance Consultant => Estate and Insurance Advisor |
| 2021-12-14 |
update person_title Samantha Nicol: Assistant => Associate |
| 2021-05-19 |
update person_description Aneesha Prihar => Aneesha Prihar |
| 2021-05-19 |
update person_description Samantha Nicol => Samantha Nicol |
| 2021-04-04 |
update person_title Kyle Johnson: Portfolio Manager, Associate Investment Advisor => CFP®, CIM® Portfolio Manager, Associate Investment Advisor Tel; Portfolio Manager, Associate Investment Advisor |
| 2020-07-22 |
update person_title Aneesha Prihar: Assistant => Associate |
| 2020-03-22 |
update person_title Kyle Johnson: Portfolio Manager, Associate Investment Advisor; Portfolio Manager, Associate Investment Advisor Tel => CFP®, CIM® Portfolio Manager, Associate Investment Advisor Tel; Portfolio Manager, Associate Investment Advisor |
| 2020-02-20 |
delete person Mike George |
| 2020-01-20 |
delete person Ghinel Bozek |
| 2019-09-18 |
update person_title Ghinel Bozek: Associate; Investment Advisor => Portfolio Manager and Associate Investment Advisor |
| 2019-06-15 |
insert person Aneesha Prihar |
| 2019-06-15 |
insert person Sean Hsu |
| 2019-06-15 |
insert person Sylvia Azoulay |
| 2019-06-15 |
update person_description Ghinel Bozek => Ghinel Bozek |
| 2019-06-15 |
update person_description Jason Middleton => Jason Middleton |
| 2019-06-15 |
update person_description Kyle Johnson CIM => Kyle Johnson CIM |
| 2019-06-15 |
update person_description Mike George => Mike George |
| 2019-06-15 |
update person_description Sharbari Chakraborty => Sharbari Chakraborty |
| 2019-06-15 |
update person_title Kyle Johnson CIM: Associate; CIM / Portfolio Manager, Associate Investment Advisor; Investment Advisor => Portfolio Manager, Associate Investment Advisor |
| 2018-04-22 |
insert chiefinvestmentofficer Craig Basinger |
| 2018-04-22 |
delete person Gareth Watson |
| 2018-04-22 |
insert person Craig Basinger |
| 2018-04-22 |
update person_title Kyle Johnson: Associate; Associate Investment Advisor, CIM; Investment Advisor => Associate; CIM; CIM / Portfolio Manager; Investment Advisor |
| 2018-02-01 |
insert person Andrew James |
| 2016-10-02 |
delete ceo Andrew Marsh |
| 2016-10-02 |
delete president Andrew Marsh |
| 2016-10-02 |
delete person Andrew Marsh |
| 2016-10-02 |
insert person Gareth Watson |
| 2016-10-02 |
update person_description Ghinel Bozek => Ghinel Bozek |
| 2016-10-02 |
update person_title Kyle Johnson: Associate; Investment Advisor => Associate; Associate Investment Advisor, CIM; Investment Advisor |