| Date | Description |
|---|
| 2022-12-27 |
insert president Tarah Williams |
| 2022-12-27 |
delete person Russell Tarbett |
| 2022-12-27 |
update person_title Tarah Williams: Chief Operating Officer; Member of the Senior Leadership Team => President; COO; Member of the Senior Leadership Team |
| 2022-12-27 |
update person_title Wes Shindler: Director, Sales Supervision & Audit; Director, Sales Supervision & Audit / Business Development; Member of the Leadership Team => Member of the Leadership Team; Director, Supervision & Audit / Business Development; Director, Supervision & Audit |
| 2022-04-25 |
insert otherexecutives Kim Utz |
| 2022-04-25 |
insert person Kim Utz |
| 2022-04-25 |
insert person Robert Coulter |
| 2022-03-25 |
delete chro Wendy Simmons |
| 2022-03-25 |
insert otherexecutives Amber Goetz |
| 2022-03-25 |
insert otherexecutives Wes Shindler |
| 2022-03-25 |
insert person Amber Goetz |
| 2022-03-25 |
insert person Wes Shindler |
| 2022-03-25 |
update person_title Hilary Pluemer: Director, Advisor Services => Managing Director, Advisor Services; Member of the Executive Team |
| 2022-03-25 |
update person_title Paul Keeton: Director of Investments & Advisory Solutions => Managing Director, Investments & Advisory Solutions; Member of the Executive Team; Managing Director of Investments |
| 2022-03-25 |
update person_title Wendy Simmons: HR Director; Director, Human Resources / Business Development; Director, Human Resources => Managing Director of Human Resources; Member of the Executive Team |
| 2021-12-22 |
delete otherexecutives Tarah Williams |
| 2021-12-22 |
insert coo Tarah Williams |
| 2021-12-22 |
delete person Roberto Martinez |
| 2021-12-22 |
insert person Paul Keeton |
| 2021-12-22 |
update person_title Abel Garcia: Member of the Executive Team; Chief Compliance Officer => Member of the Executive Team |
| 2021-12-22 |
update person_title Tarah Williams: Chief Administrative Officer; Member of the Executive Team => Chief Operating Officer; Member of the Executive Team |
| 2021-06-20 |
delete evp Richard Pascuzzi |
| 2021-06-20 |
delete evp Tim Edwards |
| 2021-06-20 |
delete president David Stringer |
| 2021-06-20 |
insert otherexecutives Tarah Williams |
| 2021-06-20 |
insert person Russell Tarbett |
| 2021-06-20 |
update person_description Tarah Williams => Tarah Williams |
| 2021-06-20 |
update person_title Abel Garcia: Senior Vice President, Risk Management & CCO; Member of the Executive Team => Member of the Executive Team; Chief Compliance Officer |
| 2021-06-20 |
update person_title David Stringer: Principal; Member of the Executive Team; President => Co - CEO, Managing Partner; Co - CEO and Managing Partner; Member of the Executive Team |
| 2021-06-20 |
update person_title Richard Pascuzzi: Executive Vice President; Principal; Member of the Executive Team => Member of the Executive Team; Partner |
| 2021-06-20 |
update person_title Tarah Williams: Senior Vice President, Marketing & Advisor Loyalty; Senior Vice President, Marketing; Member of the Executive Team; Business Development Team => Chief Administrative Officer; Member of the Executive Team |
| 2021-06-20 |
update person_title Tim Edwards: Executive Vice President; Principal; Member of the Executive Team => Co - CEO, Managing Partner; Member of the Executive Team |
| 2020-04-05 |
update person_title Hilary Pluemer: Director, Practice Management => Director, Advisor Services |
| 2019-02-27 |
insert otherexecutives Barbara Hale |
| 2019-02-27 |
update person_description Barbara Hale => Barbara Hale |
| 2019-02-27 |
update person_title Barbara Hale: Senior Vice President, Operations => Director, Operations |
| 2018-02-25 |
update person_description Cassandra Galvan => Cassandra Galvan |