| Date | Description |
|---|
| 2024-04-06 |
delete person Dana Guiterrez |
| 2024-04-06 |
delete person Grant McGinty |
| 2024-04-06 |
delete person Kevin S Graefe |
| 2024-04-06 |
insert person Dan Froning |
| 2024-04-06 |
insert person Mackenzie Schuler |
| 2023-07-27 |
delete person Brandy Lancaster |
| 2023-07-27 |
delete person Grant MacGinty |
| 2023-07-27 |
delete person Lillian Lopez |
| 2023-07-27 |
delete person Paul Reilly |
| 2023-07-27 |
insert person Dana Guiterrez |
| 2023-07-27 |
insert person Grant McGinty |
| 2023-07-27 |
update person_description Craig Weinstein => Craig Weinstein |
| 2023-07-27 |
update person_title Kevin S Graefe: Para - Planner, RJFS => Para - Planner |
| 2022-12-31 |
update person_title Dan Roeske: Founding Partner of LifeSource; President & CEO, TailorMade Wealth Manager, RJFS => Founding Partner of LifeSource; President & CEO, TailorMade Wealth Manager |
| 2022-11-28 |
insert person Brandy Lancaster |
| 2022-02-06 |
insert person Paul Reilly |
| 2021-07-27 |
insert person Grant MacGinty |
| 2021-06-26 |
delete person Anna Sanchez |
| 2021-06-26 |
insert person Dan Roeske |
| 2021-06-26 |
insert person Keith Huberman |
| 2021-06-26 |
insert person Kevin S Graefe |
| 2021-06-26 |
insert person Lillian Lopez |
| 2020-04-02 |
insert person Anna Sanchez |
| 2019-10-29 |
insert person Raymond James |
| 2018-01-16 |
delete otherexecutives Stephanie Dannebaum |
| 2018-01-16 |
delete person Stephanie Dannebaum |
| 2017-09-24 |
delete otherexecutives Stephanie Shaffer |
| 2017-09-24 |
insert otherexecutives Stephanie Dannebaum |
| 2017-09-24 |
delete person Stephanie Shaffer |
| 2017-09-24 |
insert person Stephanie Dannebaum |
| 2017-01-08 |
insert person Stephanie Shaffer |
| 2016-11-29 |
delete otherexecutives Kristi Molinelli |
| 2016-11-29 |
delete person Kristi Molinelli |
| 2015-12-06 |
insert otherexecutives Kristi Molinelli |
| 2015-12-06 |
insert person Kristi Molinelli |
| 2015-10-17 |
delete person Steven Cooper |
| 2015-06-02 |
insert person Steven Cooper |