| Date | Description |
|---|
| 2024-03-31 |
insert person Cheryl Battung |
| 2024-03-31 |
insert person Joe Wild |
| 2024-03-31 |
update person_description Cory Garcia => Cory Garcia |
| 2024-03-31 |
update person_description Dallin Bunnell => Dallin Bunnell |
| 2024-03-31 |
update person_description Heidi Davies => Heidi Davies |
| 2024-03-31 |
update person_description Melissa Ceballos => Melissa Ceballos |
| 2024-03-31 |
update person_description Sean P. Lee => Sean P. Lee |
| 2023-07-30 |
update person_title Amanda Gray: Director of First Impressions => Office Manager |
| 2023-06-27 |
insert person Dallin Bunnell |
| 2023-05-27 |
delete person Lisa Hunter |
| 2023-05-27 |
insert person Amanda Gray |
| 2023-04-09 |
delete person Patty Kimbrell |
| 2023-03-09 |
insert person Lindsay Platt |
| 2023-02-05 |
delete person Kathleen Sherman |
| 2022-12-02 |
update person_description Priscilla Hansen => Priscilla Hansen |
| 2022-11-01 |
delete person Patrick Berch |
| 2022-09-30 |
update person_description Patty Kimbrell => Patty Kimbrell |
| 2022-08-26 |
insert otherexecutives Priscilla Hansen |
| 2022-08-26 |
insert person Patty Kimbrell |
| 2022-08-26 |
update person_description Daniel Allgaier => Daniel M. Allgaier |
| 2022-08-26 |
update person_title Priscilla Hansen: Client Services Coordinator; Advisors => Advisors; Director of Client Services |
| 2021-04-19 |
update person_title Tyler Moison: Paraplanner => Paraplanner & Investment Advisor Representative, Candidate for CFP® Certification |
| 2021-02-25 |
delete vp Cory Garcia |
| 2021-02-25 |
insert cmo Cory Garcia |
| 2021-02-25 |
insert person Brooke Sidener |
| 2021-02-25 |
insert person Robbie Morris |
| 2021-02-25 |
update person_title Cory Garcia: Vice President => Director of Marketing |
| 2021-01-24 |
delete person Kate Andersen |
| 2020-09-25 |
insert person Katie Murray |
| 2020-07-15 |
delete person Brook Chavers |
| 2020-07-15 |
update person_description Priscilla Hansen => Priscilla Hansen |
| 2020-05-14 |
update person_description Priscilla Hansen => Priscilla Hansen |
| 2020-04-14 |
delete person Liz Kirkby |
| 2020-04-14 |
insert person Brook Chavers |
| 2020-04-14 |
update person_description Daniel Allgaier => Daniel Allgaier |
| 2020-04-14 |
update person_title Daniel Allgaier: Financial Planner Daniel Is from Utah and Loves the Diversity of the Utah Landscape and Changing Seasons, Especially => Financial Planner |
| 2020-04-14 |
update person_title Julia Urquhart: Office Manager Julia Grew Up in the Kansas City Area, Attending Universities of Missouri - Columbia & Kansas; Office Manager => Office Manager |
| 2020-04-14 |
update person_title Melissa Ceballos: Director of Talent and Business Acquisition Melissa Has Nearly 20 Years' Experience in Roles Involving HR / Talent Acquisition, Sales; Director of Talent and Business Acquisition => Director of Talent and Business Acquisition |
| 2020-02-14 |
delete cfo Adam Dougan |
| 2020-02-14 |
delete otherexecutives Jacque Hayes |
| 2020-02-14 |
insert person Brooke Chavers |
| 2020-02-14 |
update person_description Daniel Allgaier => Daniel Allgaier |
| 2020-02-14 |
update person_title Adam Dougan: Director of Finance => Technology & Finance Director |
| 2020-02-14 |
update person_title Daniel Allgaier: Financial Planner => Financial Planner Daniel Is from Utah and Loves the Diversity of the Utah Landscape and Changing Seasons, Especially |
| 2020-02-14 |
update person_title Jacque Hayes: Director of Client Services => Senior Director of Client Services |
| 2020-02-14 |
update person_title Julia Urquhart: Office Manager => Office Manager Julia Grew Up in the Kansas City Area, Attending Universities of Missouri - Columbia & Kansas; Office Manager |
| 2020-02-14 |
update person_title Melissa Ceballos: Director of Talent and Business Acquisition => Director of Talent and Business Acquisition Melissa Has Nearly 20 Years' Experience in Roles Involving HR / Talent Acquisition, Sales; Director of Talent and Business Acquisition |
| 2020-02-14 |
update person_title Tyler Moison: Para Planner => Paraplanner |
| 2019-11-07 |
delete person Sharley Hartley |
| 2019-11-07 |
insert person Daniel Allgaier |
| 2019-11-07 |
insert person Melissa Ceballos |
| 2019-10-08 |
update person_title Liz Kirkby: Client Relationship Manager; Client Relationship Manager Liz Is a Native Utah Girl, Although She Has Spent Many Years Living in California => Client Relationship Manager |
| 2019-08-08 |
delete person Kate Anderson |
| 2019-08-08 |
insert person Kate Andersen |
| 2019-08-08 |
update person_title Liz Kirkby: Client Relationship Manager => Client Relationship Manager; Client Relationship Manager Liz Is a Native Utah Girl, Although She Has Spent Many Years Living in California |
| 2019-07-09 |
delete otherexecutives Aisha Bair |
| 2019-07-09 |
delete person Aisha Bair |
| 2019-07-09 |
insert person Holly Smith |
| 2019-07-09 |
insert person Kate Anderson |
| 2019-07-09 |
insert person Liz Kirkby |
| 2019-07-09 |
insert person Trent Colledge |
| 2019-03-02 |
delete otherexecutives Sarah Kilgore |
| 2019-03-02 |
delete person Sarah Kilgore |
| 2019-03-02 |
insert person Sharley Hartley |
| 2018-12-23 |
delete person Devan Dean |
| 2018-03-10 |
delete person Erykah Ardis |
| 2017-06-24 |
insert person Erykah Ardis |