| Date | Description |
|---|
| 2023-04-15 |
insert person Lexxie Hiatt |
| 2022-09-03 |
update person_description Jason Smith => Jason Smith |
| 2021-12-02 |
update person_description Gilbert Zepeda => GILBERT R. ZEPEDA |
| 2021-12-02 |
update person_title GILBERT R. ZEPEDA: Investment Advisor Registered Representative => FOUNDER & INVESTMENT ADVISOR REPRESENTATIVE; Investment Advisor Registered Representative |
| 2020-04-06 |
update person_description Eric C. Marshall => Eric C. Marshall |
| 2019-12-25 |
delete person Chris Stewart |
| 2019-12-25 |
delete person Steve Fry |
| 2018-08-01 |
update person_description Jason Smith => Jason Smith |
| 2018-08-01 |
update person_title Jason Smith: Financial Advisor => Partner |
| 2017-12-14 |
delete person Greg Theis |
| 2017-12-14 |
delete person Matt Boehm |
| 2017-12-14 |
delete person Trisha Flora |