| Date | Description |
|---|
| 2022-03-09 |
delete person Daniel Bryant |
| 2021-04-15 |
insert person Ignacio Morrell |
| 2021-04-15 |
update person_description Patrick Jordan => Patrick Jordan |
| 2021-01-20 |
delete cfo Karen Campbell |
| 2021-01-20 |
delete managingdirector Brett Ramsey |
| 2021-01-20 |
delete managingdirector Tim Feldheim |
| 2021-01-20 |
delete otherexecutives Adrianne Gibbons |
| 2021-01-20 |
insert coo Karen Campbell |
| 2021-01-20 |
insert managingdirector Jeremy Weith |
| 2021-01-20 |
insert managingdirector Peter Ladas |
| 2021-01-20 |
delete person Adrianne Gibbons |
| 2021-01-20 |
delete person Alona W. Anspach |
| 2021-01-20 |
delete person Brandon Lewis |
| 2021-01-20 |
delete person Brett Ramsey |
| 2021-01-20 |
delete person Calla Gorman |
| 2021-01-20 |
delete person Jay Warren |
| 2021-01-20 |
delete person Paul Kubasiak |
| 2021-01-20 |
delete person Sarah Glowiak |
| 2021-01-20 |
delete person Tim Feldheim |
| 2021-01-20 |
insert person Alex Pietras |
| 2021-01-20 |
insert person Betsy Sorensen |
| 2021-01-20 |
insert person Cheryl Huyler |
| 2021-01-20 |
insert person Eugene Rogatnik |
| 2021-01-20 |
insert person Michael Campbell |
| 2021-01-20 |
insert person Patrick Jordan |
| 2021-01-20 |
insert person Peter Ladas |
| 2021-01-20 |
insert person Zarah Bautista |
| 2021-01-20 |
update person_title Jeremy Weith: Managing Director of Operations => Managing Director |
| 2021-01-20 |
update person_title Karen Campbell: Chief Financial Officer => Chief Operating Officer; Wealth Manager |
| 2020-02-06 |
delete person Rob Johnson |
| 2019-12-06 |
delete person Steven Kellar |
| 2019-12-06 |
insert person Michael S. Flahaven |
| 2019-11-06 |
delete person Jeff St. John |
| 2019-10-06 |
delete person Judy Roman |
| 2019-10-06 |
delete person Nadia Shokohi |
| 2019-10-06 |
update person_title Daniel Bryant: Founder; Managing Partner; Chief Executive Officer => President, National Sales, Retirement and Private Wealth; President of National Sales, Retirement |
| 2019-04-05 |
delete cmo Sheri Fitts |
| 2019-04-05 |
delete person Chris Karam |
| 2019-04-05 |
delete person Sheri Fitts |
| 2019-02-23 |
delete otherexecutives Cindy Ruble |
| 2019-02-23 |
delete person Caitlynn Castil |
| 2019-02-23 |
delete person Charles Williams |
| 2019-02-23 |
delete person Cindy Ruble |
| 2019-02-23 |
delete person James Jaramillo |
| 2019-02-23 |
delete person Sheryl Lewis |
| 2019-01-07 |
insert person Nadia Shokohi |
| 2018-11-26 |
delete managingdirector Brian Ramsey |
| 2018-11-26 |
delete vp Megan Carroll |
| 2018-11-26 |
insert otherexecutives Adrianne Gibbons |
| 2018-11-26 |
delete person Brian Ramsey |
| 2018-11-26 |
delete person Megan Carroll |
| 2018-11-26 |
delete person Samantha Nielsen |
| 2018-11-26 |
insert person Adrianne Gibbons |
| 2018-01-27 |
delete person Chris Nickoloff |
| 2018-01-27 |
insert person Calla Gorman |
| 2018-01-27 |
insert person Sarah Glowiak |
| 2018-01-27 |
update person_description Caitlynn Castil => Caitlynn Castil |
| 2018-01-27 |
update person_description Samantha Nielsen => Samantha Nielsen |
| 2018-01-27 |
update person_title Caitlynn Castil: Manager; Accounts Receivable => Administrative Assistant; Human Resources Manager |
| 2018-01-27 |
update person_title Samantha Nielsen: Administrative Assistant => Customer Service Associate |
| 2017-12-19 |
delete managingdirector Chris Perry |
| 2017-12-19 |
delete managingdirector Colleen Barrett |
| 2017-12-19 |
delete managingdirector Jonathan Novy |
| 2017-12-19 |
delete person Anna Chaiken |
| 2017-12-19 |
delete person Caitlyn Castil |
| 2017-12-19 |
delete person Chris Perry |
| 2017-12-19 |
delete person Colleen Barrett |
| 2017-12-19 |
delete person Jonathan Novy |
| 2017-09-01 |
delete person Thomas Clark |
| 2017-07-27 |
insert person Thomas Clark |
| 2017-06-24 |
delete managingdirector Alona W. Anspach |
| 2017-06-24 |
delete managingdirector Chris Nickoloff |
| 2017-06-24 |
delete managingdirector Jeff St. John |
| 2017-06-24 |
delete vp James Jaramillo |
| 2017-06-24 |
delete person David Radowski |
| 2017-06-24 |
delete person Ryan Carey |
| 2017-06-24 |
update person_title Alona W. Anspach: Leader; Managing Director => Leader |
| 2017-06-24 |
update person_title Charles Williams: Managing Director / Sheridan Road Research and in - Depth Analysis; Managing Director With => Managing Director With |
| 2017-06-24 |
update person_title Chris Nickoloff: Managing Director => null |
| 2017-06-24 |
update person_title James Jaramillo: Vice President; Vice President With; Relationship Manager => Vice President With |
| 2017-06-24 |
update person_title Jeff St. John: Managing Director => null |
| 2017-03-08 |
insert cmo Sheri Fitts |
| 2017-03-08 |
insert person Sheri Fitts |
| 2017-03-08 |
update person_description Brandon Lewis => Brandon Lewis |
| 2017-03-08 |
update person_description Brett Ramsey => Brett Ramsey |
| 2017-03-08 |
update person_description Brian Ramsey => Brian Ramsey |
| 2017-03-08 |
update person_description David Radowski => David Radowski |
| 2017-03-08 |
update person_description Janie Bock => Janie Bock |
| 2017-03-08 |
update person_description Judy Roman => Judy Roman |
| 2017-03-08 |
update person_description Justin Fisk => Justin Fisk |
| 2017-03-08 |
update person_description Paul Kubasiak => Paul Kubasiak |
| 2017-03-08 |
update person_description Randy Grose => Randy Grose |
| 2017-03-08 |
update person_description Ryan Carey => Ryan Carey |
| 2017-03-08 |
update person_description Samantha Nielsen => Samantha Nielsen |
| 2017-03-08 |
update person_title David Radowski: Financial; Financial Analyst => Financial; Registered Administrative Associate |
| 2017-03-08 |
update person_title Matt Bruce: Vice President; Vice President With => Vice President; Wealth Manager |
| 2017-01-20 |
delete managingdirector James Henry |
| 2017-01-20 |
insert managingdirector Randy Grose |
| 2017-01-20 |
delete person James Henry |
| 2017-01-20 |
insert person Randy Grose |
| 2016-11-30 |
insert managingdirector Jeff St. John |
| 2016-11-30 |
insert managingdirector Mark Tonelli |
| 2016-11-30 |
insert managingdirector Rob Johnson |
| 2016-11-30 |
insert person Jeff St. John |
| 2016-11-30 |
insert person Mark Tonelli |
| 2016-11-30 |
insert person Rob Johnson |
| 2016-11-02 |
delete person Chelsea Barry |
| 2016-11-02 |
delete person Linda Coffey |
| 2016-10-05 |
delete person Steve Davis |
| 2016-10-05 |
insert person David Radowski |
| 2016-10-05 |
update person_title Caitlynn Castil: Administrative Assistant; Director of Investment Research and Client Service Liaison => Manager; Accounts Receivable |
| 2016-09-06 |
insert person Ryan Carey |
| 2016-09-06 |
insert person Samantha Nielsen |
| 2016-08-09 |
insert person Janie Bock |
| 2016-03-02 |
delete managingdirector Brian Ellerman |
| 2016-03-02 |
insert managingdirector Brian Ramsey |
| 2016-03-02 |
insert managingdirector Brian Rosen |
| 2016-03-02 |
insert managingdirector Chris Nickoloff |
| 2016-03-02 |
insert managingdirector Jonathon Novy |
| 2016-03-02 |
insert managingdirector Tad Douglas |
| 2016-03-02 |
delete person Brian Ellerman |
| 2016-03-02 |
delete person Kristen Bernal |
| 2016-03-02 |
insert person Anna Chaiken |
| 2016-03-02 |
insert person Barry Jones |
| 2016-03-02 |
insert person Brian Ramsey |
| 2016-03-02 |
insert person Brian Rosen |
| 2016-03-02 |
insert person Caitlynn Castil |
| 2016-03-02 |
insert person Chris Nickoloff |
| 2016-03-02 |
insert person Colleen Barrett |
| 2016-03-02 |
insert person Jonathan Novy |
| 2016-03-02 |
insert person Jonathon Novy |
| 2016-03-02 |
insert person Judy Roman |
| 2016-03-02 |
insert person Tad Douglas |
| 2016-03-02 |
update person_title Lauren DeSanto: Senior Vice President and Director of Investment Research With Sheridan Road Financial => null |
| 2015-03-08 |
delete managingdirector Tina Wisialowski |
| 2015-03-08 |
delete person Tina Wisialowski |
| 2014-09-16 |
delete managingdirector John Masterson |
| 2014-09-16 |
delete svp Jeremy Weith |
| 2014-09-16 |
delete vp Megan Doherty |
| 2014-09-16 |
insert managingdirector Brian Ellerman |
| 2014-09-16 |
insert managingdirector Jeremy Weith |
| 2014-09-16 |
insert vp Megan Carroll |
| 2014-09-16 |
delete person John Masterson |
| 2014-09-16 |
delete person Megan Doherty |
| 2014-09-16 |
insert person Brian Ellerman |
| 2014-09-16 |
insert person Kristen Bernal |
| 2014-09-16 |
insert person Megan Carroll |
| 2014-09-16 |
insert person Paul Kubasiak |
| 2014-09-16 |
update person_title Jeremy Weith: Relationship Manager; Senior Vice President => Relationship Manager; Managing Director |
| 2014-01-21 |
delete person Christopher Lakumb |