| Date | Description |
|---|
| 2024-04-04 |
insert coo Christina Caffrey |
| 2024-04-04 |
insert coo Kim Chaplin |
| 2024-04-04 |
delete person Drew Martin |
| 2024-04-04 |
insert phone 615-933-3316 |
| 2024-04-04 |
update person_title Christina Caffrey: Financial Planner and Operations Manager for Oasis Wealth Planning => Operations Director |
| 2024-04-04 |
update person_title Kim Chaplin: Operations Manager => Operations Director |
| 2023-10-20 |
insert personal_emails ju..@oasiswealthplanning.com |
| 2023-10-20 |
delete address 2202 N. West Shore Blvd., Suite 200
Tampa, Florida 33607 |
| 2023-10-20 |
insert address 8565 W. Linebaugh Ave.
Tampa, FL 33625 |
| 2023-10-20 |
insert address 8565 W. Linebaugh Ave.
Tampa, Florida 33625 |
| 2023-10-20 |
insert address 8875 Hidden River Parkway, Suite 300
Tampa, FL 33637 |
| 2023-10-20 |
insert address 8875 Hidden River Parkway, Suite 300
Tampa, Florida 33637 |
| 2023-10-20 |
insert email ju..@oasiswealthplanning.com |
| 2023-10-20 |
insert email me..@oasiswealthplanning.com |
| 2023-10-20 |
insert person Bria Goldberg |
| 2023-10-20 |
insert person Christina Caffrey |
| 2023-10-20 |
insert person Jessica Robinson |
| 2023-10-20 |
insert person Julie Lawrence |
| 2023-10-20 |
insert person Kyle Sheldon-Chandler |
| 2023-10-20 |
insert person MELVIN SPAIN |
| 2023-10-20 |
insert phone 813-961-4930 |
| 2023-08-14 |
insert person Drew Martin |
| 2023-08-14 |
insert person Mark Wood |
| 2023-08-14 |
insert person Tyler Vaughn |
| 2023-08-14 |
update person_title Kim Chaplin: Client Service Associate => Operations Manager |