| Date | Description |
|---|
| 2022-09-13 |
delete person Jeffery R. Neher |
| 2022-09-13 |
delete person Judy S. Connor |
| 2022-09-13 |
delete person Nathan Truong |
| 2022-09-13 |
update person_description Patty Stanford => Patty Stanford |
| 2022-02-19 |
delete person Pete Luchini |
| 2022-02-19 |
delete person Siobhan O'Connor |
| 2022-02-19 |
insert person Brenda Alcala |
| 2022-02-19 |
insert person CAS Onboarding |
| 2022-02-19 |
insert person Cindy Ulrich |
| 2022-02-19 |
insert person Jodie Hall |
| 2022-02-19 |
insert person Nathan Truong |
| 2022-02-19 |
insert person Seth Suzelis |
| 2022-02-19 |
update person_description Jennifer Babcock => Jennifer Babcock |
| 2022-02-19 |
update person_description Nick Crawford => Nick Crawford |
| 2022-02-19 |
update person_description Timothy M. Dilley => Timothy M. Dilley |
| 2022-02-19 |
update person_title Allison Nathe: WEALTH CARE SPECIALIST; Member of the Professional Team => Member of the Professional Team; WEALTH MANAGEMENT ASSISTANT |
| 2022-02-19 |
update person_title Cathy Wagoner: EXCECUTIVE ASSISTANT; Executive Assistant; Member of the Professional Team => Member of the Professional Team; ADMINISTRATIVE MANAGER |
| 2022-02-19 |
update person_title Christina Loucks: Member of the Professional Team; ADMINISTRATIVE ASSISTANT => Member of the Professional Team; WEALTH MANAGEMENT ASSISTANT |
| 2022-02-19 |
update person_title mekea roseman: Member of the Professional Team; SENIOR ACCOUNTANT => Senior Accountant Cordell; Member of the Professional Team; SENIOR ACCOUNTANT; Senior Accountant by |
| 2021-02-08 |
delete person Angela Rasmussen |
| 2021-02-08 |
update person_description Trina Blue => Trina Blue |
| 2021-02-08 |
update person_title Jason Underwood: Wealth Management Advisor => Financial Advisor; Wealth Management Advisor |
| 2020-03-11 |
insert person Jason Underwood |
| 2020-03-11 |
update person_title Allison Nathe: Wealth Management Assistant; Wealth Management Advisor => Wealth Care Specialist; Wealth Management Advisor |
| 2020-03-11 |
update person_title Angela Rasmussen: Wealth Management Assistant; Wealth Mangement Assistant; Wealth Management Advisor => Wealth Management Advisor |
| 2020-03-11 |
update person_title Patty Stanford: Financial Planner; Financial Advisor; Wealth Management Assistant at CNC Financial Group, LLC Housed Inside the Accounting Firm; Wealth Management Advisor => Financial Advisor; Wealth Management Assistant at CNC Financial Group, LLC Housed Inside the Accounting Firm; Wealth Management Advisor |
| 2017-12-28 |
delete person Philip R. Blakney |
| 2017-12-28 |
insert person Mariette 'Pete' D. Luchini |
| 2017-12-28 |
insert person Steven M. Neher |
| 2017-12-28 |
insert person Tavish Taylor |
| 2017-12-28 |
update person_description Angela Block => Angela Block |
| 2017-12-28 |
update person_description Patty Stanford => Patty Stanford |
| 2017-12-28 |
update person_description Trina Blue => Trina Blue |
| 2014-08-19 |
delete person Brooke Canyon |
| 2014-08-19 |
delete person Columbia Breaks Fire |
| 2014-08-19 |
delete person Faun Earhart |
| 2014-08-19 |
delete person Jeanell Climer |
| 2014-08-19 |
delete person Kelly Silva |
| 2014-08-19 |
delete person Travis Martin |
| 2014-08-19 |
insert person Adelae Winters |
| 2014-08-19 |
insert person Allison Pechtel |
| 2014-08-19 |
insert person Stephanie Bryant |