| Date | Description |
|---|
| 2025-02-19 |
update person_description Marie M. Engrassia => Marie M. Engrassia |
| 2025-02-19 |
update person_description Zachary Leonard => Zachary Leonard |
| 2024-11-23 |
insert person Angela Dunbar |
| 2024-06-02 |
update person_description Anthony J. Engrassia => Anthony J. Engrassia |
| 2024-06-02 |
update person_description Jessica Horne => Jessica Horne |
| 2024-06-02 |
update person_description Zachary Leonard => Zachary Leonard |
| 2023-10-19 |
delete person Jessica Engrassia |
| 2023-10-19 |
insert person Jessica Horne |
| 2023-03-03 |
update person_title Anthony J. Engrassia: Holistic Planner => null |
| 2023-03-03 |
update person_title Zachary Leonard: Associate; Advisor => Financial Planner With |