| Date | Description |
|---|
| 2025-04-28 |
insert person Quinton Vlach |
| 2025-02-23 |
delete person Heather Collins |
| 2025-02-23 |
insert person Will McDonald |
| 2025-01-22 |
update person_title Josh Hill: Certified Public Accountant; Financial Planner; CFP®, CPA => Senior Financial Planner; Certified Public Accountant; CFP®, CPA |
| 2024-11-20 |
delete person Bailee Daniels |
| 2024-11-20 |
insert person Bailee Jones |
| 2024-10-19 |
insert person Ben Stockert |
| 2024-09-18 |
insert person Noah Camfield |
| 2024-08-17 |
update person_title Natasha Gibbons: Client Service Associate => Senior Client Service Associate |
| 2024-07-16 |
update person_description Jeb Flynn => Jeb Flynn |
| 2024-06-12 |
delete person Rey Arellano |
| 2024-06-12 |
update person_description Jeb Flynn => Jeb Flynn |
| 2024-04-16 |
insert person Emma Gustin |
| 2024-04-16 |
insert person Hannah Casteel |
| 2024-03-16 |
delete person Kenzie Applegate |
| 2024-03-16 |
insert person Anne Haines |
| 2024-03-16 |
insert person Rachel Cross |
| 2024-03-16 |
insert person Tyler Jouret |
| 2024-03-16 |
update person_description Bailee Daniels => Bailee Daniels |
| 2024-03-16 |
update person_description Gabrielle Gray => Gabrielle Gray |
| 2024-03-16 |
update person_description Jacob Eshleman => Jacob Eshleman |
| 2024-03-16 |
update person_description Lisa Brummett => Lisa Brummett |
| 2024-03-16 |
update person_description Mallory Grahn => Mallory Grahn |
| 2024-03-16 |
update person_title Bailee Daniels: Digital Communications Specialist => Digital Creative & Content Specialist |
| 2024-03-16 |
update person_title Gabrielle Gray: Client Support Administrator => Compliance Specialist |
| 2024-03-16 |
update person_title Jacob Eshleman: Compliance Specialist => Compliance Specialist II |
| 2024-03-16 |
update person_title Mallory Grahn: Digital COMMUNICATIONS Specialist => Marketing & Events Coordinator |
| 2023-09-26 |
delete person Mallory Lockhart |
| 2023-09-26 |
insert person Mallory Grahn |
| 2023-09-26 |
insert person Matt Miller |
| 2023-09-26 |
update person_description Gibson Shaver => Gibson Shaver |
| 2023-09-26 |
update person_title Gibson Shaver: Client Support Administrator => Support Specialist |
| 2023-08-23 |
delete person Martha Paterik |
| 2023-05-04 |
insert person Bailee Daniels |
| 2023-05-04 |
insert person Kenzie Applegate |
| 2023-05-04 |
insert person Mallory Lockhart |
| 2023-04-02 |
delete person Brett Norris |
| 2023-03-02 |
insert person Gabrielle Gray |
| 2023-03-02 |
insert person Gibson Shaver |
| 2023-03-02 |
insert person Jacob Eshleman |
| 2022-12-28 |
update person_description Noah Wildman => Noah Wildman |
| 2022-12-28 |
update person_title Nick Nguyen: Associate Financial Planner => Financial Planner |
| 2022-12-28 |
update person_title Noah Wildman: PARAPlanner => Financial Planner |
| 2022-12-28 |
update person_title Ryan Kohr: PARAPlanner => Financial Planner |
| 2022-11-26 |
delete person Haley Crawford |
| 2022-09-23 |
delete person Lindsey Freemyer |
| 2022-09-23 |
insert person Noah Wildman |
| 2022-09-23 |
insert person Ryan Kohr |
| 2022-06-21 |
update person_description Jeb Flynn => Jeb Flynn |
| 2022-06-21 |
update person_description Nick Nguyen => Nick Nguyen |
| 2022-06-21 |
update person_title Nick Nguyen: Paraplanner => Associate Financial Planner |
| 2022-05-20 |
delete person Brian Kloustermeyer |
| 2022-05-20 |
insert person Paul Hefferon |
| 2022-04-19 |
update person_description Matt Wilson => Matt Wilson |
| 2021-12-12 |
insert person Brian Kloustermeyer |
| 2021-12-12 |
update person_description Nick Nguyen => Nick Nguyen |
| 2021-12-12 |
update person_title Josh Hill: Financial Planner; Certified Public Accountant => Financial Planner; Certified Public Accountant; CFP®, CPA |
| 2021-09-18 |
insert person Nick Nguyen |
| 2021-09-18 |
update person_title Robin Beach: Client Service Associate => SENIOR Client Service Associate |
| 2021-08-19 |
delete person Leslie Penka |
| 2021-07-17 |
insert person Natasha Gibbons |
| 2021-06-15 |
delete person Max Filbeck |
| 2021-02-01 |
insert person Brett Norris |
| 2021-02-01 |
insert person Jeb Flynn |
| 2020-09-23 |
insert person Haley Crawford |
| 2020-09-23 |
insert person Josh Hill |
| 2020-05-10 |
update person_title Jamie Thompson: HR Generalist and Controller; HR Generalist, Controller => Operations Manager |
| 2020-01-09 |
delete person Kelela Kiyono |
| 2020-01-09 |
delete person Krisha Harshfield |
| 2019-12-09 |
update person_description Jamie Thompson => Jamie Thompson |
| 2019-12-09 |
update person_description Lisa Brummett => Lisa Brummett |
| 2019-12-09 |
update person_title Jamie Thompson: Client Service Associate => HR Generalist and Controller; HR Generalist, Controller |
| 2019-11-09 |
delete person Carol Dawson |
| 2019-11-09 |
update person_description Bill Keen => Bill Keen |
| 2019-09-09 |
delete person Eric Savio |
| 2019-09-09 |
update person_title Heather Collins: Compliance Specialist => Senior Compliance Specialist |
| 2019-09-09 |
update person_title Lisa Brummett: Paraplanner => Financial Planner |
| 2019-08-10 |
update person_description Max Filbeck => Max Filbeck |
| 2019-06-09 |
update person_title Leslie Penka: Chief Compliance Officer; Operations Manager => Chief Compliance Officer and VP of Operations |
| 2019-04-09 |
update person_title Leslie Penka: Operations Manager => Chief Compliance Officer; Operations Manager |
| 2018-12-20 |
delete person Amanda Brown |
| 2018-12-20 |
delete person Sarah Tipping |
| 2018-12-20 |
update person_description Max Filbeck => Max Filbeck |
| 2018-12-20 |
update person_title Max Filbeck: Associate Financial Planner => null |
| 2018-10-14 |
insert person Krisha Harshfield |
| 2018-10-14 |
update person_description Heather Collins => Heather Collins |
| 2018-08-30 |
insert chiefinvestmentofficer Matthew Wilson |
| 2018-08-30 |
insert person Max Filbeck |
| 2018-08-30 |
update person_title Matthew Wilson: Managing Director => Managing Director; Chief Investment Officer |
| 2018-05-05 |
insert person Jesse Bunse |
| 2018-05-05 |
insert person Kelela Kiyono |
| 2018-05-05 |
insert person Leslie Penka |
| 2018-05-05 |
update person_title Sarah Tipping: Vice President of Operations; Chief Compliance Officer => Chief Compliance Officer |
| 2018-02-04 |
delete person Andrea West |
| 2017-12-26 |
delete person Amanda Stinebaugh |
| 2017-12-26 |
insert person Amanda Brown |
| 2017-12-26 |
insert person Andrea West |
| 2017-11-26 |
insert person Amanda Stinebaugh |
| 2017-11-26 |
insert person Jamie Thompson |
| 2017-11-26 |
insert person Rey Arellano |
| 2017-11-26 |
update person_title Eric Savio: Associate Wealth Advisor => Financial Planner |
| 2017-10-28 |
delete person Jon Greene |