| Date | Description |
|---|
| 2022-10-06 |
update person_description Andrea Taylor => Andrea Taylor |
| 2022-10-06 |
update person_description Chase Hayhurst => Chase Hayhurst |
| 2022-10-06 |
update person_title Sally Eisenberg: Operations Associate => Operations & Client Service Associate |
| 2022-10-06 |
update person_title Yoshi Brownlee: Team Administrator & Marketing Specialist => Client Experience & Marketing Associate |
| 2022-08-06 |
delete person Alexis Rodriguez |
| 2022-03-07 |
insert person Alexis Rodriguez |
| 2022-03-07 |
insert person Kelli Burger |
| 2022-03-07 |
update person_title Ryan Richardson: Wealth Management Associate Advisor => Wealth Management Advisor |
| 2021-06-13 |
update person_title Chrissy Rhamy: Administrative Assistant => Operations Associate |
| 2021-04-20 |
insert person Andrea Taylor |
| 2020-05-15 |
insert person Forbes Top |
| 2019-12-10 |
update person_title Yoshi Brownlee: Administrative Assistant => Team Administrator & Marketing Specialist |
| 2019-10-10 |
insert person Aubrey Brown |
| 2019-07-11 |
insert person Kylie Toy |
| 2019-06-10 |
delete person Ashley Copp |
| 2019-06-10 |
delete person Candise Holmlund |
| 2019-06-10 |
update person_title Cole Hansen: Wealth Management Associate Advisor => Chartered Financial Analyst; Wealth Management Advisor |
| 2019-06-10 |
update person_title Lindsey Fiske Thompson: Director of Strategy & Resources => Director of Strategy & Resources, Partner |
| 2019-05-11 |
insert person Chase Hayhurst |
| 2019-04-10 |
insert person Forbes Best-In-State |
| 2019-03-10 |
delete person Erik Nelson |
| 2019-03-10 |
insert person Chrissy Rhamy |