| Date | Description |
|---|
| 2023-01-03 |
update person_title Matt Alford: Registered Office Assistant => Investment Adviser |
| 2022-03-25 |
delete cmo Shonisee Hess |
| 2022-03-25 |
insert chiefriskofficer Tonya Ness |
| 2022-03-25 |
delete person Shonisee Hess |
| 2022-03-25 |
update person_title Tonya Ness: Office Manager / Director of Life Insurance Division => Office Manager; Director of Risk Management |
| 2021-12-23 |
insert person Josh Gatewood |
| 2021-12-23 |
update person_title Elisa Girgich: Client Services Representative => Operations Assistant |
| 2021-07-16 |
update person_description Livia Morrow => Livia Morrow |
| 2021-06-13 |
delete person Amy Deaton |
| 2021-04-17 |
insert cmo Shonisee Hess |
| 2021-04-17 |
insert person Elisa Girgich |
| 2021-04-17 |
insert person Matt Alford |
| 2021-04-17 |
update person_description Amy Deaton => Amy Deaton |
| 2021-04-17 |
update person_description Shonisee Hess => Shonisee Hess |
| 2021-04-17 |
update person_title Shonisee Hess: null => Director of Marketing |
| 2021-01-30 |
delete cmo Sarah Janicek |
| 2021-01-30 |
delete person Sarah Janicek |
| 2021-01-30 |
insert person Amy Deaton |
| 2021-01-30 |
update person_description Shonisee Hess => Shonisee Hess |
| 2021-01-30 |
update person_title Travis A. Morrow: Owner; President; Registered Representative => Owner; President |
| 2020-09-26 |
insert cfo Livia Morrow |
| 2020-09-26 |
insert president Travis A. Morrow |
| 2020-09-26 |
insert person Shonisee Hess |
| 2020-09-26 |
update person_title Livia Morrow: Marketing Manager; Personal Assistant => CFO |
| 2020-09-26 |
update person_title Tonya Ness: Operations & Office Manager => Office Manager / Director of Life Insurance Division |
| 2020-09-26 |
update person_title Travis A. Morrow: Owner & President Investment Advisor, Retirement Financial Planner, Wealth Manager; Registered Representative => Owner; President; Registered Representative |
| 2020-06-17 |
insert cmo Sarah Janicek |
| 2020-06-17 |
update person_title Sarah Janicek: Operations / Administrative Assistant => Director of Marketing; Operations Assistant |
| 2019-05-15 |
insert person Sarah Janicek |
| 2019-04-06 |
delete person Doniella (Dani) Guthrie |