| Date | Description |
|---|
| 2023-09-17 |
insert person Alyson Alaniz |
| 2023-09-17 |
update person_description Ashley Cornner-Patel => Ashley Cornner-Patel |
| 2023-09-17 |
update person_title Jonathan Chapman: CFP®, Senior Wealth Advisor, Partner; Partner; CERTIFIED FINANCIAL PLANNER => CFP®, CExP™, Senior Wealth Advisor, Partner; CERTIFIED FINANCIAL PLANNER; Partner |
| 2023-08-15 |
update person_title Ashley Cornner-Patel: Office Manager => CLIENT SERVICES MANAGER |
| 2023-03-31 |
update person_description Mateo Salmeron => Mateo Salmeron |
| 2023-03-31 |
update person_title Jonathan Chapman: CFP®, Managing Partner, Senior Wealth Advisor; CERTIFIED FINANCIAL PLANNER; Managing Partner and Senior Wealth Advisor With; Managing PARTNER, SENIOR WEALTH ADVISOR => CFP®, Senior Wealth Advisor, Partner; Partner; CERTIFIED FINANCIAL PLANNER |
| 2023-03-31 |
update person_title Mateo Salmeron: Associate Financial Planner => Associate WEALTH ADVISOR |
| 2023-02-28 |
update person_description Estella Bailey => Estella Bailey |
| 2022-06-19 |
insert person Mateo Salmeron |
| 2022-05-19 |
update person_title Jonathan Chapman: PARTNER, SENIOR WEALTH ADVISOR; CERTIFIED FINANCIAL PLANNER; Partner => CFP®, Managing Partner, Senior Wealth Advisor; CERTIFIED FINANCIAL PLANNER; Managing Partner and Senior Wealth Advisor With; Managing PARTNER, SENIOR WEALTH ADVISOR |
| 2022-04-17 |
update person_title Brandon Arns: CFP®, CAIA, Associate Wealth Advisor => CFP®, CAIA, Portfolio Manager |
| 2022-04-17 |
update person_title Jonathan Chapman: CFP®, Wealth Advisor; CERTIFIED FINANCIAL PLANNER; Wealth Advisor With => PARTNER, SENIOR WEALTH ADVISOR; CERTIFIED FINANCIAL PLANNER; Partner |
| 2021-04-04 |
delete person Jordan Nightingale |
| 2019-06-17 |
insert person Ashley Cornner-Patel |
| 2019-02-09 |
delete person Melissa Zepeda |