| Date | Description |
|---|
| 2024-05-23 |
insert coo Ryken Harris |
| 2024-05-23 |
delete person Brent Ripley Adviser |
| 2024-05-23 |
insert person Conor McDuffie |
| 2024-05-23 |
insert person Daniel Wilson |
| 2024-05-23 |
insert person Jay Wells |
| 2024-05-23 |
insert person Matias Pereyra |
| 2024-05-23 |
insert person Paul Grinceri |
| 2024-05-23 |
insert person Vicki Porter |
| 2024-05-23 |
update person_description Alec Ferguson => Alec Ferguson |
| 2024-05-23 |
update person_description Avereigh Clarke Adviser => Avereigh Clarke |
| 2024-05-23 |
update person_description Ben Chappell Adviser => Ben Chappell |
| 2024-05-23 |
update person_description Craig Davis => Craig Davis |
| 2024-05-23 |
update person_description Liberty Walton => Liberty Walton |
| 2024-05-23 |
update person_description Matt Pendleton => Matt Pendleton |
| 2024-05-23 |
update person_description Mike Walsh => Mike Walsh |
| 2024-05-23 |
update person_description Natalie Ford => Natalie Ford |
| 2024-05-23 |
update person_description Richard (Rick) K. Baird => Richard (Rick) K. Baird |
| 2024-05-23 |
update person_description Ryken Harris => Ryken Harris |
| 2024-05-23 |
update person_description Taylor Vowles => Taylor Vowles |
| 2024-05-23 |
update person_title Barbara Dayton: Barbara Dayton Client Associate => Client Service Associate |
| 2024-05-23 |
update person_title Liberty Walton: Associate; Liberty Walton Client Associate => Client Service Associate |
| 2024-05-23 |
update person_title Matt Pendleton: Compliance => Director of Compliance |
| 2024-05-23 |
update person_title Mike Walsh: Mike Walsh Senior Adviser; Senior Financial Adviser With => Adviser |
| 2024-05-23 |
update person_title Natalie Ford: Natalie Ford Client Associate; Client Associate => Client Service Associate |
| 2024-05-23 |
update person_title Ryken Harris: Ryken Harris Director of Operations => Director of Operations |
| 2024-05-23 |
update person_title Sarah Barrett: Sarah Barrett Client Associate => Client Service Associate |
| 2023-03-07 |
insert chiefinvestmentofficer Alec Ferguson |
| 2023-03-07 |
delete person Cori Skinner |
| 2023-03-07 |
delete person Jordan Frazier |
| 2023-03-07 |
insert person Alec Ferguson |
| 2023-03-07 |
insert person Ben Chappell Adviser |
| 2023-03-07 |
insert person Brent Ripley Adviser |
| 2023-03-07 |
insert person James Brimacombe Accountant |
| 2023-03-07 |
insert person Matt Pendleton |
| 2023-03-07 |
insert person Natalie Ford |
| 2023-03-07 |
insert person Sarah Barrett |
| 2023-03-07 |
update person_description Daniel Reid => Daniel Reid |
| 2023-03-07 |
update person_title Barbara Dayton: Barbara Dayton Client Service Associate => Barbara Dayton Client Associate |
| 2023-03-07 |
update person_title Daniel Reid: Daniel Reid Adviser => CFP®Adviser |
| 2023-03-07 |
update person_title Liberty Walton: Liberty Walton Client Service Associate; Client Service Associate => Associate; Liberty Walton Client Associate |
| 2023-03-07 |
update person_title Ryken Harris: Ryken Harris Director of Investment Research and Reporting => Ryken Harris Director of Operations |
| 2022-04-02 |
delete person Ben Marshall |
| 2022-04-02 |
delete person Darin Tingey |
| 2022-04-02 |
insert person Mike Walsh |
| 2022-02-14 |
delete person Michael Perry |
| 2021-08-28 |
delete person Alexandria Shockey |
| 2021-04-26 |
delete person Crystal Childs |
| 2021-04-26 |
delete person Scott Sadleir |
| 2021-04-26 |
insert person Alexandria Shockey |
| 2021-04-26 |
insert person Avereigh Clarke |
| 2021-04-26 |
insert person Barbara Dayton |
| 2021-04-26 |
insert person Cori Skinner |
| 2021-04-26 |
insert person Daniel Reid |
| 2021-04-26 |
insert person Jordan Frazier |
| 2021-02-02 |
delete person James Franklin |
| 2021-02-02 |
update person_description Craig Davis => Craig Davis |
| 2021-02-02 |
update person_description Richard (Rick) K. Baird => Richard (Rick) K. Baird |
| 2020-09-23 |
delete person Cara Marshall Adviser |
| 2020-09-23 |
insert person Craig Davis |
| 2020-09-23 |
insert person Crystal Childs |
| 2020-09-23 |
insert person Darin Tingey |
| 2020-09-23 |
insert person Michael Perry |
| 2020-09-23 |
update person_description James Franklin Accountant => James Franklin |
| 2020-09-23 |
update person_description Ryken Harris => Ryken Harris |
| 2020-09-23 |
update person_title Liberty Walton: Liberty Walton Administrative Assistant; Executive Assistant => Liberty Walton Client Service Associate; Client Service Associate |
| 2020-09-23 |
update person_title Ryken Harris: Ryken Harris Director of Operations => Ryken Harris Director of Investment Research and Reporting |
| 2020-09-23 |
update person_title Scott Sadleir: Associate; Scott Sadleir Associate => Associate; Scott Sadleir Associate Adviser |
| 2020-05-05 |
update person_title Ben Marshall: CRPC® Senior Adviser => null |
| 2019-11-04 |
insert coo James Franklin |
| 2019-11-04 |
delete person Adrian F. Rodriguez |
| 2019-11-04 |
insert person James Franklin |
| 2019-09-05 |
insert coo Ryken Harris |
| 2019-09-05 |
insert person Scott Sadlier |
| 2019-09-05 |
update person_description Adrian F. Rodriguez => Adrian F. Rodriguez |
| 2019-09-05 |
update person_description Ben Marshall => Ben Marshall |
| 2019-09-05 |
update person_description Cara Marshall => Cara Marshall |
| 2019-09-05 |
update person_description Lowell Crabb => Lowell Crabb |
| 2019-09-05 |
update person_description Richard (Rick) K. Baird => Richard (Rick) K. Baird |
| 2019-09-05 |
update person_description Ryken Harris => Ryken Harris |
| 2019-09-05 |
update person_description Taylor Vowles => Taylor Vowles |
| 2019-09-05 |
update person_title Adrian F. Rodriguez: Staff Member => Associate Adviser; Senior Advisers |
| 2019-09-05 |
update person_title Ben Marshall: Staff Member => CRPC® Senior Adviser |
| 2019-09-05 |
update person_title Cara Marshall: Staff Member => Adviser |
| 2019-09-05 |
update person_title Ryken Harris: Staff Member => Director of Operations |