| Date | Description |
|---|
| 2024-04-19 |
delete person Jeffrey McCracken |
| 2024-04-19 |
update person_title Robert Cornett: Investment Advisor; Representative => Investment Advisor Representative / Hattiesburg |
| 2024-03-17 |
delete person Cece Smith |
| 2024-03-17 |
delete person Gabriel Kennedy |
| 2024-03-17 |
delete person Jacob Waechter |
| 2024-03-17 |
delete person Nathaniel Villarreal |
| 2024-03-17 |
delete person Porsché Love |
| 2024-03-17 |
delete person Young Tran |
| 2024-03-17 |
insert person Matthias Benitez |
| 2023-09-30 |
insert person Dale Leidinger |
| 2023-09-30 |
insert person Jacob Waechter |
| 2023-08-28 |
delete person Benjamin Walton |
| 2023-08-28 |
delete person Frederick Steubing |
| 2023-08-28 |
delete person Lucas Vasquez |
| 2023-08-28 |
delete person Mallory Meyer |
| 2023-08-28 |
delete person Scott Woolley |
| 2023-08-28 |
delete person Sherry Reding |
| 2023-08-28 |
delete person Todd L. Wilson |
| 2023-08-28 |
insert person Ai Cai |
| 2023-08-28 |
insert person Jens Busch Jr. |
| 2023-08-28 |
insert person Peter Berardino |
| 2023-08-28 |
insert person Tracy Brown |
| 2023-07-26 |
delete person Jeff McCrary |
| 2023-07-26 |
delete person Jonathan Soto |
| 2023-07-26 |
insert person Benjamin Walton |
| 2023-07-26 |
insert person Lucas Vasquez |
| 2023-07-26 |
insert person Scott Woolley |
| 2023-07-26 |
insert person Sherry Reding |
| 2023-07-26 |
insert person Todd L. Wilson |
| 2023-06-25 |
insert person Braxton J. Stofferahn |
| 2023-06-25 |
insert person Jeff McCrary |
| 2023-06-25 |
insert person Jonathan Soto |
| 2023-06-25 |
insert person Nathaniel Villarreal |
| 2023-06-25 |
insert person Porsché Love |
| 2023-06-25 |
update person_title Carmen Corona: Resource Director => Resource Director; Financial Advisor |
| 2023-06-25 |
update person_title Lisa Ann Davila: Compliance Officer; Assistant Agency Supervisory Officer => Compliance Officer |
| 2023-06-25 |
update person_title Stephen San Roman: Senior VP, Senior VP - San Antonio; Senior VP => Senior VP |
| 2023-06-25 |
update person_title Travis Cloud: Advanced Market Consultant => Financial Planning Director |
| 2023-05-24 |
insert otherexecutives Lisa Ann Davila |
| 2023-05-24 |
delete person Claud Jacobs |
| 2023-05-24 |
update person_title Lisa Ann Davila: Assistant Agency Supervisory Officer => Compliance Officer; Assistant Agency Supervisory Officer |
| 2023-05-24 |
update person_title Lori Vasbinder: Site Coordinator => New Business Coordinator |
| 2023-03-07 |
delete person Christian Sifuentes |
| 2023-03-07 |
delete person Javier Perez |
| 2023-03-07 |
delete person Kyle Motal |
| 2023-03-07 |
delete person Michael Aguirre |
| 2023-03-07 |
delete person Michael Plummer |
| 2023-03-07 |
update person_title Joe Skarda: Registered Representative => Director, Education & Training - San Antonio; Registered Representative |
| 2023-03-07 |
update person_title Scott Talbott: Investment Specialist => Investment Specialist; Financial Planner, Agency Investment Specialist |
| 2023-03-07 |
update person_title Stephen San Roman: Senior VP => Senior VP, Senior VP - San Antonio; Senior VP |
| 2023-02-03 |
insert person Michael Bayer |
| 2023-02-03 |
insert person Travis Cloud |
| 2023-01-02 |
delete person Keith Mulkey |
| 2023-01-02 |
insert person Anthony Vasquez |
| 2023-01-02 |
update person_title Dulce Ramirez: Agency Assistant => Marketing Coordinator |
| 2022-12-01 |
update person_title Robert Cornett: Registered Representative => Investment Advisor; Representative |
| 2022-10-30 |
delete person Casey Fox |
| 2022-10-30 |
delete person Casey Gaines |
| 2022-03-23 |
delete person Cynthia Stringham |
| 2022-03-23 |
delete person Kate Campbell |
| 2022-03-23 |
insert person Scott Talbott |
| 2021-12-21 |
delete svp Todd Wilson |
| 2021-12-21 |
insert evp Scott Werner |
| 2021-12-21 |
delete person Todd Wilson |
| 2021-12-21 |
insert person Bruce Upham |
| 2021-12-21 |
insert person Carmen Corona |
| 2021-12-21 |
insert person Carol Woellhof |
| 2021-12-21 |
insert person Cecilia Smith |
| 2021-12-21 |
insert person Craig Cross |
| 2021-12-21 |
insert person Cynthia Stringham |
| 2021-12-21 |
insert person Kate Campbell |
| 2021-12-21 |
insert person Lisa Davila |
| 2021-12-21 |
insert person Michael Nelson |
| 2021-12-21 |
insert person Pamela Green |
| 2021-12-21 |
insert person Shelly Chavez |
| 2021-12-21 |
update person_description Michael Priede => Michael Priede |
| 2021-12-21 |
update person_description Scott Werner => Scott Werner |
| 2021-12-21 |
update person_title Scott Werner: Broker; Member of the Executive Management Team => Executive Vice President |
| 2021-09-07 |
delete president Michael Priede |
| 2021-09-07 |
insert president Darren Scrimpshire |
| 2021-09-07 |
delete person Richard Otis |
| 2021-09-07 |
delete person Tucker Clark |
| 2021-09-07 |
insert person Darren Scrimpshire |
| 2021-09-07 |
insert person P. Jordan Smith |
| 2021-09-07 |
update person_title Michael Priede: CEO; President; Member of the Executive Management Team => Member of the Executive Management Team; Chief Executive Officer |
| 2021-01-27 |
delete person Sarah Lewis |
| 2020-09-26 |
insert person Anita Hawks |
| 2020-07-18 |
delete svp Jason Odette |
| 2020-07-18 |
delete person Jason Odette |
| 2020-07-18 |
delete person Sarah Poirier |
| 2020-07-18 |
insert person Sarah Lewis |
| 2020-04-18 |
insert svp Reynaldo Stoddart |
| 2020-04-18 |
insert svp Stephen San Roman |
| 2020-04-18 |
insert person Ale Herrera |
| 2020-04-18 |
insert person Reynaldo Stoddart |
| 2020-04-18 |
update person_title Stephen San Roman: Broker; Financial Services Representative => Broker; SVP |
| 2020-02-17 |
insert person Stephen San Roman |
| 2020-01-14 |
delete person Jaime Chavez |
| 2020-01-14 |
delete person Jennifer Draper |
| 2020-01-14 |
delete person Todd Holt |
| 2020-01-14 |
insert person Tucker Clark |