| Date | Description |
|---|
| 2023-10-10 |
delete person EVO Fi |
| 2023-10-10 |
insert person Jamie Lynn Byram |
| 2023-06-19 |
insert person Jessica Fletcher |
| 2023-04-19 |
delete person Cecilia Fleming |
| 2023-04-19 |
update person_title Jack O'Brien: Portfolio Analyst => Portfolio Manager |
| 2022-09-14 |
insert person Taylor Schmaltz |
| 2022-04-07 |
delete coo Milly Hudgins |
| 2022-04-07 |
insert coo Jessica Diabo |
| 2022-04-07 |
delete person Mariame Pierce |
| 2022-04-07 |
insert person Jessica Diabo |
| 2022-04-07 |
insert person Stephen E. Fletcher |
| 2022-04-07 |
update person_title Milly Hudgins: Director of Operations => Client Experience Manager |
| 2021-04-18 |
delete coo Penny Lobred |
| 2021-04-18 |
insert coo Milly Hudgins |
| 2021-04-18 |
delete person Penny Lobred |
| 2021-04-18 |
insert person Milly Hudgins |
| 2021-01-23 |
insert person Jack O'Brien |
| 2019-06-29 |
delete personal_emails pl..@evoadvisers.com |
| 2019-06-29 |
insert person EVO Fi |
| 2018-12-12 |
delete personal_emails ls..@evoadvisers.com |
| 2017-12-04 |
delete personal_emails po..@evoadvisers.com |
| 2017-12-04 |
insert personal_emails pl..@evoadvisers.com |
| 2017-12-04 |
delete person Penny G. Ohman |
| 2017-12-04 |
insert person Penny G. Lobred |