| Date | Description |
|---|
| 2024-04-04 |
delete coo Brian Malkinson |
| 2024-04-04 |
delete personal_emails je..@hbwpartners.com |
| 2024-04-04 |
insert personal_emails je..@hbwadvisory.com |
| 2024-04-04 |
update person_title Brian Malkinson: Financial Advisor With; Financial Advisor; Partner; COO => Financial Advisor With; Partner, Wealth Manager and COO |
| 2023-07-06 |
insert personal_emails st..@hbwadvisory.com |
| 2023-07-06 |
insert person Steven Jacobs |
| 2023-05-27 |
insert personal_emails er..@hbwadvisory.com |
| 2023-05-27 |
insert person Eric Rodland |
| 2023-05-27 |
update person_title Brian Malkinson: Chief Operating Officer; Financial Advisor With; Financial Advisor => Financial Advisor With; Financial Advisor; Partner; COO |
| 2023-05-27 |
update person_title Jeff Crawford: Financial Advisor => Financial Advisor; Partner |
| 2023-05-27 |
update person_title Nick Mitchell: Financial Advisor => Financial Advisor; Partner |
| 2022-05-30 |
insert coo Brian Malkinson |
| 2022-05-30 |
insert president Richard Jones |
| 2022-05-30 |
insert person Taylor Davis |
| 2022-05-30 |
update person_title Brad Rudkin: null => Financial Advisor |
| 2022-05-30 |
update person_title Brian Malkinson: Financial Advisor With => Chief Operating Officer; Financial Advisor With; Financial Advisor |
| 2022-05-30 |
update person_title Chad Francis: null => Financial Advisor |
| 2022-05-30 |
update person_title Jeff Crawford: null => Financial Advisor |
| 2022-05-30 |
update person_title John Cheeseman: null => Financial Advisor |
| 2022-05-30 |
update person_title Nick Mitchell: null => Financial Advisor |
| 2022-05-30 |
update person_title Richard Jones: null => Financial Advisor; President |
| 2022-05-30 |
update person_title Steve Roll: null => Financial Advisor |
| 2022-05-30 |
update person_title Timothy Steele: null => Financial Advisor |
| 2022-04-28 |
delete personal_emails ri..@hbwpartners.com |
| 2022-03-29 |
insert personal_emails jo..@hbwadvisory.com |
| 2022-03-29 |
insert personal_emails ri..@hbwfinancialadvisors.com |
| 2022-03-29 |
insert personal_emails ti..@hbwadvisory.com |
| 2022-03-29 |
delete person Mark Loftus |
| 2022-03-29 |
insert person John Cheeseman |
| 2022-03-29 |
insert person Steve Roll |
| 2022-03-29 |
insert person Timothy Steele |
| 2020-02-18 |
delete personal_emails ni..@hbwpartners.com |
| 2020-02-18 |
insert personal_emails ni..@hbwadvisory.com |
| 2018-12-24 |
insert person Brad Rudkin |
| 2018-12-24 |
insert person Brian Malkinson |
| 2018-12-24 |
insert person Chad Francis |
| 2018-12-24 |
insert person Keifer Middleton |
| 2018-08-13 |
insert personal_emails ri..@hbwpartners.com |