| Date | Description |
|---|---|
| 2024-04-17 | insert personal_emails br..@acmwealth.com |
| 2024-04-17 | insert person Brian G. Carlson |
| 2024-03-16 | delete personal_emails aa..@advisorscenter.com |
| 2024-03-16 | delete personal_emails ar..@advisorscenter.com |
| 2024-03-16 | delete personal_emails br..@advisorscenter.com |
| 2024-03-16 | delete personal_emails ca..@advisorscenter.com |
| 2024-03-16 | delete personal_emails ch..@advisorscenter.com |
| 2024-03-16 | delete personal_emails co..@advisorscenter.com |
| 2024-03-16 | delete personal_emails da..@advisorscenter.com |
| 2024-03-16 | delete personal_emails da..@advisorscenter.com |
| 2024-03-16 | delete personal_emails da..@advisorscenter.com |
| 2024-03-16 | delete personal_emails fe..@advisorscenter.com |
| 2024-03-16 | delete personal_emails fr..@advisorscenter.com |
| 2024-03-16 | delete personal_emails je..@advisorscenter.com |
| 2024-03-16 | delete personal_emails je..@advisorscenter.com |
| 2024-03-16 | delete personal_emails ji..@advisorscenter.com |
| 2024-03-16 | delete personal_emails jo..@advisorscenter.com |
| 2024-03-16 | delete personal_emails jo..@advisorscenter.com |
| 2024-03-16 | delete personal_emails ka..@advisorscenter.com |
| 2024-03-16 | delete personal_emails ka..@advisorscenter.com |
| 2024-03-16 | delete personal_emails ke..@advisorscenter.com |
| 2024-03-16 | delete personal_emails ke..@advisorscenter.com |
| 2024-03-16 | delete personal_emails li..@advisorscenter.com |
| 2024-03-16 | delete personal_emails li..@advisorscenter.com |
| 2024-03-16 | delete personal_emails ma..@advisorscenter.com |
| 2024-03-16 | delete personal_emails ma..@advisorscenter.com |
| 2024-03-16 | delete personal_emails na..@advisorscenter.com |
| 2024-03-16 | delete personal_emails no..@advisorscenter.com |
| 2024-03-16 | delete personal_emails pa..@advisorscenter.com |
| 2024-03-16 | delete personal_emails ro..@advisorscenter.com |
| 2024-03-16 | delete personal_emails st..@advisorscenter.com |
| 2024-03-16 | delete personal_emails su..@advisorscenter.com |
| 2024-03-16 | delete personal_emails su..@advisorscenter.com |
| 2024-03-16 | delete personal_emails tr..@advisorscenter.com |
| 2024-03-16 | delete personal_emails vi..@advisorscenter.com |
| 2024-03-16 | delete personal_emails vi..@advisorscenter.com |
| 2024-03-16 | insert personal_emails aa..@acmwealth.com |
| 2024-03-16 | insert personal_emails ar..@acmwealth.com |
| 2024-03-16 | insert personal_emails br..@acmwealth.com |
| 2024-03-16 | insert personal_emails ca..@acmwealth.com |
| 2024-03-16 | insert personal_emails ch..@acmwealth.com |
| 2024-03-16 | insert personal_emails co..@acmwealth.com |
| 2024-03-16 | insert personal_emails da..@acmwealth.com |
| 2024-03-16 | insert personal_emails da..@acmwealth.com |
| 2024-03-16 | insert personal_emails da..@acmwealth.com |
| 2024-03-16 | insert personal_emails fe..@acmwealth.com |
| 2024-03-16 | insert personal_emails fr..@acmwealth.com |
| 2024-03-16 | insert personal_emails je..@acmwealth.com |
| 2024-03-16 | insert personal_emails je..@acmwealth.com |
| 2024-03-16 | insert personal_emails ji..@acmwealth.com |
| 2024-03-16 | insert personal_emails jo..@acmwealth.com |
| 2024-03-16 | insert personal_emails jo..@acmwealth.com |
| 2024-03-16 | insert personal_emails ju..@acmwealth.com |
| 2024-03-16 | insert personal_emails ka..@acmwealth.com |
| 2024-03-16 | insert personal_emails ka..@acmwealth.com |
| 2024-03-16 | insert personal_emails ke..@acmwealth.com |
| 2024-03-16 | insert personal_emails ke..@acmwealth.com |
| 2024-03-16 | insert personal_emails ke..@acmwealth.com |
| 2024-03-16 | insert personal_emails le..@acmwealth.com |
| 2024-03-16 | insert personal_emails li..@acmwealth.com |
| 2024-03-16 | insert personal_emails li..@acmwealth.com |
| 2024-03-16 | insert personal_emails ma..@acmwealth.com |
| 2024-03-16 | insert personal_emails ma..@acmwealth.com |
| 2024-03-16 | insert personal_emails na..@acmwealth.com |
| 2024-03-16 | insert personal_emails no..@acmwealth.com |
| 2024-03-16 | insert personal_emails pa..@acmwealth.com |
| 2024-03-16 | insert personal_emails ro..@acmwealth.com |
| 2024-03-16 | insert personal_emails st..@acmwealth.com |
| 2024-03-16 | insert personal_emails su..@acmwealth.com |
| 2024-03-16 | insert personal_emails su..@acmwealth.com |
| 2024-03-16 | insert personal_emails tr..@acmwealth.com |
| 2024-03-16 | insert personal_emails vi..@acmwealth.com |
| 2024-03-16 | insert personal_emails vi..@acmwealth.com |
| 2024-03-16 | insert person Justin Isaac |
| 2024-03-16 | insert person Len Nowak |
| 2024-03-16 | insert person Trey Isom |
| 2024-03-16 | update person_title Brayden Little: null => Wealth Advisor With |
| 2023-09-27 | insert person TJ Maxx |
| 2023-09-27 | update person_description John Bruggemann => John Bruggemann |
| 2023-09-27 | update person_description Susan Kimmel => Susan Kimmel |
| 2023-09-27 | update person_title John Bruggemann: null => Senior Wealth Advisor With |
| 2023-09-27 | update person_title Susan Kimmel: CFP => CFP; Senior Wealth Advisor With |
| 2023-08-25 | insert personal_emails co..@advisorscenter.com |
| 2023-08-25 | insert personal_emails ka..@advisorscenter.com |
| 2023-08-25 | insert personal_emails ma..@advisorscenter.com |
| 2023-08-25 | insert personal_emails no..@advisorscenter.com |
| 2023-08-25 | insert person Corie Gabriel |
| 2023-08-25 | insert person Marjorie Cherry |
| 2023-08-25 | insert person Tim Hermann |
| 2023-08-25 | update person_description Kevin G. Kern => Kevin G. Kern |
| 2023-08-25 | update person_description Stephen M. Cash => Stephen M. Cash |
| 2023-08-25 | update person_title Cary Carbonaro: Senior Vice President / Director of Woman and Wealth Services => Senior Vice President and Director of Women and Wealth With; Senior Vice President / Director of Woman and Wealth Services |
| 2023-07-22 | insert personal_emails su..@advisorscenter.com |
| 2023-07-22 | delete person Mehmet Simsek |
| 2023-07-22 | insert person Susan M Ahlfeld |
| 2023-07-22 | update person_description James Friedman => James Friedman |
| 2023-07-22 | update person_title Frani Feit: null => Senior Wealth Advisor With |
| 2023-06-19 | insert personal_emails fe..@advisorscenter.com |
| 2023-06-19 | insert person Felipe Mejia |
| 2023-06-19 | insert person Mehmet Simsek |
| 2023-06-19 | update person_title Kevin G. Kern: Co - Founder / Partner / Senior Wealth Advisor; Managing Partner => Partner / Senior Wealth Advisor; Managing Partner |
| 2023-06-19 | update person_title Lantz Bowman: Senior Wealth Advisor => null |
| 2023-05-19 | insert otherexecutives Karen LoSchiavo |
| 2023-05-19 | insert person Aaron Robinson |
| 2023-05-19 | insert person Alisa Ljesnanin |
| 2023-05-19 | insert person Ariel Strait |
| 2023-05-19 | insert person Brayden Little |
| 2023-05-19 | insert person Cary Carbonaro |
| 2023-05-19 | insert person Cindy Pitonzo |
| 2023-05-19 | insert person David Fuchs |
| 2023-05-19 | insert person Frani Feit |
| 2023-05-19 | insert person James Friedman |
| 2023-05-19 | insert person Jeffrey P. Deiss |
| 2023-05-19 | insert person Jennifer Taylor |
| 2023-05-19 | insert person Karen LoSchiavo |
| 2023-05-19 | insert person Lantz Bowman |
| 2023-05-19 | insert person Lisa Loeffel |
| 2023-05-19 | insert person Lisa Meringolo |
| 2023-05-19 | insert person Mark W. Opila |
| 2023-05-19 | insert person Matthew B. Terzian |
| 2023-05-19 | insert person Matthew Nimrick |
| 2023-05-19 | insert person Nathan Thomsen |
| 2023-05-19 | insert person Richard Westhelle |
| 2023-05-19 | insert person Robert Olsen |
| 2023-05-19 | insert person Stephen M. Cash |
| 2023-05-19 | insert person Steve Weiner |
| 2023-05-19 | insert person Susan Kimmel |
| 2023-05-19 | insert person Ted Shediac |
| 2023-05-19 | insert person Tricia Bornstein |
| 2023-05-19 | insert person Vincent A. Mattone |
| 2023-05-19 | insert person Vincent Panizzi |
| 2022-08-30 | update person_description David Lieberman => David Lieberman |
| 2022-08-30 | update person_title Kevin Kelly: PORTFOLIO MANAGER; Portfolio Manager of Fixed Income => PORTFOLIO MANAGER; PARTNER; Portfolio Manager of Fixed Income |