| Date | Description |
|---|
| 2024-03-09 |
update person_description Cassandra Pasbrig => Cassandra Pasbrig |
| 2024-03-09 |
update person_description Jason Rose => Jason Rose |
| 2023-05-03 |
update person_title Pam Justus: Financial Advisor; Tax Preparer => Tax Preparer & Investment Advisor Representative |
| 2022-06-23 |
update person_title Jason Rose: Investment Advisor; Representative => President, EA, Investment Advisor Representative |
| 2022-04-22 |
insert person Cassandra Pasbrig |
| 2022-04-22 |
insert person Pam Justus |
| 2022-04-22 |
update person_description Jason R. Rose => Jason R. Rose |
| 2019-11-16 |
delete person Jodi, Gary |