| Date | Description |
|---|
| 2024-03-09 |
update person_description John J Woodward => John J Woodward |
| 2024-03-09 |
update person_description Nathan Morales => Nathan Morales |
| 2024-03-09 |
update person_description Zac Woodward => Zac Woodward |
| 2023-07-22 |
insert person Amanda Simon |
| 2023-07-22 |
update person_title Terri Woodward: Associate; Administrative Assistant => Associate; Operations Assistant |
| 2022-03-31 |
insert person Kristen Woodward |
| 2022-03-31 |
update person_title Zac Woodward: Associate; Registered Representative, Financial Advisor => Associate; Financial Advisor |
| 2021-12-02 |
update person_title Nathan Morales: Associate => Associate; Financial Advisor |
| 2021-12-02 |
update person_title Terri Woodward: Associate; Office Manager => Associate; Administrative Assistant |
| 2021-06-19 |
insert person Nathan Morales |
| 2021-06-19 |
update person_title Zac Woodward: Associate; Registered Representative => Associate; Registered Representative, Financial Advisor |
| 2021-04-23 |
delete person Andrea Pantelleria |
| 2016-06-08 |
update person_description John J Woodward => John J Woodward |