| Date | Description |
|---|---|
| 2024-04-05 | update person_title Jacob Evors: Financial Advisor => Wealth Mangement Advisor |
| 2021-06-23 | delete person Brandon Popham |
| 2021-04-08 | insert person Brandon Popham |
| 2021-04-08 | update person_title Lorrie O'Berry: Associate => Associate; Wealth Management Assistant |
| 2020-06-15 | insert person Adam Tolle |
| 2020-06-15 | update person_description Courtney Tolle => Courtney Tolle |
| 2019-08-21 | insert person Courtney Tolle |