| Date | Description |
|---|
| 2024-03-09 |
insert person Amber Grant |
| 2024-03-09 |
update person_description Lisa Fox => Lisa Fox |
| 2024-03-09 |
update person_description Michelle Daniel => Michelle Daniel |
| 2024-03-09 |
update person_title Janna Deegan: Vice President; Financial Advisor; Chief Compliance Officer => Vice President; Vice President & Chief Compliance Officer / Ensemble Group Financial Advisor; Chief Compliance Officer; Ensemble Group Advisor |
| 2024-03-09 |
update person_title Lisa Fox: Member of the Opus => Ensemble Group Financial Advisor |
| 2024-03-09 |
update person_title Martin A. Frost: Vice President; Investment Analyst; Vice President & Senior Investment Analyst / Financial Advisor => Vice President; Vice President & Senior Investment Analyst / Harmony Group Financial Advisor; Investment Analyst |
| 2024-03-09 |
update person_title Michelle Daniel: Financial Coach & Advisory Support => Ensemble Group Financial Advisor |
| 2024-03-09 |
update person_title Nicole J. Robertson: Senior Vice President; Financial Advisor => Senior Vice President; Senior Vice President / Harmony Group Financial Advisor |
| 2024-03-09 |
update person_title Nina Staples Lloyd: Financial Advisor; President; Chief Executive Officer => President & Chief Executive Officer / Lead Ensemble Group Financial Advisor; President; Chief Executive Officer |
| 2022-11-05 |
delete person Lowell McCarthy |
| 2022-11-05 |
insert person Josh Wonders |
| 2022-11-05 |
update person_description Sara Seasholtz => Sara Seasholtz |
| 2022-11-05 |
update person_title Sara Seasholtz: Affiliate Advisor & President of Preferred Financial Strategies => Consultant & President of Preferred Financial Strategies |
| 2021-12-20 |
delete person Jennifer Griggs |
| 2021-12-20 |
insert person Lowell McCarthy |
| 2021-12-20 |
update person_title Carole W. Hendrix: Vice President => Vice President; Financial Advisor |
| 2021-04-24 |
insert vp Carol W. Hendrix |
| 2021-04-24 |
delete person Carol Hunter |
| 2021-04-24 |
insert person Carol W. Hendrix |
| 2021-04-24 |
insert person Lisa Fox |
| 2021-04-24 |
update person_title Carole W. Hendrix: Vice President; Financial Advisor => Vice President |
| 2021-01-22 |
delete person Andy Howell |
| 2021-01-22 |
insert person Sara Seasholtz |
| 2020-02-28 |
delete person Edgar Antunez Rebollar |
| 2020-02-28 |
insert person Jennifer Griggs |
| 2019-08-29 |
update person_description Edgar Antunez Rebollar => Edgar Antunez Rebollar |
| 2019-06-29 |
delete vp Martin A. Frost |
| 2019-06-29 |
delete vp Nicole J. Robertson |
| 2019-06-29 |
delete vp Nina Staples Lloyd |
| 2019-06-29 |
insert ceo Nina Staples Lloyd |
| 2019-06-29 |
insert chiefinvestmentofficer James T. Staples |
| 2019-06-29 |
insert personal_emails mi..@opusfa.com |
| 2019-06-29 |
insert president Nina Staples Lloyd |
| 2019-06-29 |
insert svp Nicole J. Robertson |
| 2019-06-29 |
insert person Michelle Daniel |
| 2019-06-29 |
update person_description Nina Staples Lloyd => Nina Staples Lloyd |
| 2019-06-29 |
update person_title Andy Howell: Registered Representative, Opus Financial Advisors, Inc.Financial Advisor, FSC Securities Corporation; Registered Representative => Financial Advisor |
| 2019-06-29 |
update person_title Carole W. Hendrix: Vice President; Vice President, Opus Financial Advisors, Inc. Financial Advisor => Vice President; Financial Advisor |
| 2019-06-29 |
update person_title James T. Staples: President and CEO, Opus Financial Advisors, Inc. => Financial Advisor; Chief Investment Officer |
| 2019-06-29 |
update person_title Janna Deegan: Vice President => Vice President; Financial Advisor; Chief Compliance Officer |
| 2019-06-29 |
update person_title Martin A. Frost: Vice President; Financial Advisor => Vice President & Senior Investment Analyst; Vice President & Senior Investment Analyst / Financial Advisor |
| 2019-06-29 |
update person_title Michelle M. Rokes: Vice President; Vice President, Opus Financial Advisors, Inc. Financial Advisor => Vice President; Financial Advisor |
| 2019-06-29 |
update person_title Nicole J. Robertson: Vice President => Senior Vice President; Financial Advisor |
| 2019-06-29 |
update person_title Nina Staples Lloyd: Vice President; Vice President, Opus Financial Advisors, Inc. Financial Advisor => Financial Advisor; President; Chief Executive Officer |
| 2019-05-26 |
delete person Kate Rokes Hand |
| 2019-01-10 |
update person_description Kate Rokes Hand => Kate Rokes Hand |