| Date | Description |
|---|
| 2024-04-06 |
delete person Andrew Stein |
| 2024-04-06 |
delete person Penny Carbaugh |
| 2024-04-06 |
insert person Nicole Madden |
| 2024-04-06 |
insert person Shayn Horrocks |
| 2023-10-12 |
insert person Caroline Reep |
| 2023-10-12 |
insert person Rebekah Rineer |
| 2023-04-09 |
update person_description Andrew Stein => Andrew Stein |
| 2023-04-09 |
update person_description Phoebe O'Malley => Phoebe O'Malley |
| 2023-04-09 |
update person_description Sean Larkin => Sean Larkin |
| 2023-02-19 |
delete person Caroline Bruce |
| 2022-12-31 |
insert person Kelsi Bortz |
| 2022-04-26 |
insert person Sean Larkin |
| 2022-02-06 |
delete person James Boyle |
| 2022-02-06 |
delete person Matthew Benedict |
| 2021-09-27 |
insert person Phoebe O'Malley |
| 2021-06-17 |
delete person Sara Alt |
| 2021-06-17 |
insert person Andrew Stein |
| 2021-06-17 |
insert person Penny Carbaugh |
| 2021-01-30 |
delete person Candis Buehrle |
| 2021-01-30 |
delete person Diane Bell |
| 2021-01-30 |
delete person Olivia Derstine |
| 2021-01-30 |
delete person Shelley Kemp |
| 2021-01-30 |
insert person Caroline Bruce |
| 2021-01-30 |
insert person Sara Alt |
| 2021-01-30 |
update person_description Aubrey Figueirido => Aubrey Figueirido |
| 2021-01-30 |
update person_description David Lawrence => David Lawrence |
| 2021-01-30 |
update person_description James Boyle => James Boyle |
| 2021-01-30 |
update person_description Leigh Bencsik => Leigh Bencsik |
| 2021-01-30 |
update person_description Matthew Benedict => Matthew Benedict |
| 2021-01-30 |
update person_description Todd Little => Todd Little |
| 2021-01-30 |
update person_title James Boyle: Paraplanner => Associate Wealth Planner; CERTIFIED FINANCIAL PLANNER |
| 2021-01-30 |
update person_title Marci Prior: Paraplanning Assistant => Client Service Assistant |
| 2021-01-30 |
update person_title Matthew Benedict: Lead Paraplanner => Associate Wealth Planner |
| 2019-10-04 |
insert person Olivia Derstine |
| 2019-09-04 |
delete person Kate Piacentino |
| 2019-08-04 |
update person_title Matthew Benedict: Paraplanner => Lead Paraplanner |
| 2019-07-05 |
delete person Sieglind Gatewood |
| 2019-06-01 |
update person_description Sarah Gibides => Sarah Gibides |
| 2019-04-02 |
insert person Becky Little |
| 2019-04-02 |
insert person James Boyle |
| 2019-04-02 |
insert person Kate Piacentino |
| 2019-04-02 |
insert person Sieglind Gatewood |
| 2019-02-19 |
update person_title Marci Prior: Client Service Assistant => Paraplanning Assistant |
| 2019-01-11 |
delete person Rebecca Pickering |