ROSSO FINANCIAL GROUP - History of Changes


DateDescription
2024-04-10 update person_description Leslie K. Curran => Leslie K. Curran
2023-05-21 delete person Michael T. Sullivan
2021-07-05 delete person Brian C. Laux
2021-07-05 delete person Dorothea D. Zando
2021-04-26 insert personal_emails le..@lpl.com
2021-04-26 update person_title Andy Yost: Associate; Senior Investment Advisor => Associate; Senior Advisor
2021-04-26 update person_title Brian C. Laux: Associate; Senior Wealth Management Consultant => Associate; Senior Wealth Consultant
2021-04-26 update person_title Dorothea D. Zando: Associate; Senior Wealth Management Consultant => Associate; Senior Wealth Consultant
2021-04-26 update person_title Leslie K. Curran: Associate; Senior Investment Advisor => Associate; Senior Advisor
2020-02-01 delete person Gary Krall
2020-02-01 update person_title Sean T. Keating: Associate; Certified Financial Planner => Associate; Certified Financial Planner, Enrolled Agent, ChFC, Chartered Retirement Planning Counselor, CDFA
2019-10-25 update person_description Sean T. Keating => Sean T. Keating
2019-06-20 insert person Brian C. Laux
2019-06-20 insert person Dorothea D. Zando
2019-06-20 update person_description Brad Daniels => Brad Daniels
2019-06-20 update person_description Gary Krall => Gary Krall
2019-06-20 update person_description Leslie K. Curran => Leslie K. Curran
2019-06-20 update person_description Sean T. Keating => Sean T. Keating
2019-06-20 update person_title Gary Krall: Associate; Recruiter => Associate; Client Relationship Specialist
2019-06-20 update person_title Mike Sullivan: Associate; Senior Investment Advisor => Associate
2019-06-20 update person_title Sean T. Keating: Associate => Associate; Certified Financial Planner
2018-08-01 insert person Leslie K. Curran
2018-08-01 update person_title Mike Sullivan: null => Associate; Senior Investment Advisor