| Date | Description |
|---|
| 2023-08-01 |
delete otherexecutives Jordan Walling |
| 2023-08-01 |
delete person Jordan Walling |
| 2023-08-01 |
insert person Casey Lomen |
| 2023-04-12 |
update person_description Emma Grover => Emma Grover |
| 2023-03-12 |
insert otherexecutives Jordan Walling |
| 2023-03-12 |
delete person Charlie Adamczak |
| 2023-03-12 |
update person_title Emma Grover: Individual Insurance Specialist => Individual Insurance Director |
| 2023-03-12 |
update person_title Jordan Walling: Financial Adviser; Manager of Operations => Financial Adviser; Finance & Operations Director |
| 2022-08-05 |
insert person Charlie Adamczak |
| 2022-08-05 |
insert person Neil Larson |
| 2022-08-05 |
update person_description Andrew Wheeler => Andrew Wheeler |
| 2022-08-05 |
update person_description Chelsea Roy => Chelsea Roy |
| 2022-08-05 |
update person_description Emma Grover => Emma Grover |
| 2022-08-05 |
update person_description Jordan Walling => Jordan Walling |
| 2022-08-05 |
update person_description Patrick Heffernan => Pat Heffernan |
| 2022-08-05 |
update person_description Ryan Coole => Ryan Coole |
| 2022-08-05 |
update person_description Tiffany Tomassoni => Tiffany Tomassoni |
| 2022-08-05 |
update person_title Chelsea Roy: Client Services Manager => Director of Client Experience |
| 2022-08-05 |
update person_title Emma Grover: null => Individual Insurance Specialist |
| 2022-08-05 |
update person_title Jordan Walling: Client Services and Operations Manager => Financial Adviser; Manager of Operations |
| 2022-08-05 |
update person_title Pat Heffernan: Financial Advisor => Partner |
| 2022-08-05 |
update person_title Tiffany Tomassoni: Investment Advisor and 401 ( K ) Education Specialist => Financial Adviser; Financial Adviser and 401 ( K ) Education Specialist |
| 2021-01-16 |
delete person Chelsea Grandmaison |
| 2021-01-16 |
insert person Chelsea Roy |
| 2019-02-07 |
update person_title Tiffany Tomassoni: Education Specialist and Support Advisor => Investment Advisor and 401 ( K ) Education Specialist |
| 2018-08-24 |
update person_description Hannah Stevens => Hannah Stevens |
| 2018-08-24 |
update person_title Emma Grover: Product and Systems Manager => null |
| 2018-05-25 |
insert person Tiffany Tomassoni |
| 2018-05-25 |
update person_description Chelsea Grandmaison => Chelsea Grandmaison |
| 2017-03-10 |
update person_title Emma Grover: Administrative Office Manager => Product and Systems Manager |
| 2016-01-23 |
update person_description Chelsea Grandmaison => Chelsea Grandmaison |
| 2016-01-23 |
update person_description Hannah Stevens => Hannah Stevens |
| 2016-01-23 |
update person_description H. James Wheeler => Jim Wheeler |
| 2016-01-23 |
update person_description Patrick J. Heffernan => Patrick J. Heffernan |
| 2016-01-23 |
update person_title Jim Wheeler: Insurance Broker => Partner, Registered Health Underwriter |
| 2015-08-26 |
insert person Chelsea Grandmaison |
| 2015-08-26 |
insert person Hannah Stevens |
| 2014-12-12 |
delete cmo Chelsea Roy |
| 2014-12-12 |
update person_title Chelsea Roy: Client Account Manager; Marketing Director => Client Services Manager |
| 2014-10-05 |
insert cfo Ryan Coole |
| 2014-10-05 |
insert cmo Chelsea Roy |
| 2014-10-05 |
insert person Amber Swanberg |
| 2014-10-05 |
insert person Chelsea Roy |
| 2014-10-05 |
insert person Ryan Coole |