| Date | Description |
|---|
| 2022-11-19 |
delete person Dr. Julie A. Morton |
| 2022-10-18 |
update person_title Michael Yu: Wealth Associate => Senior Wealth Associate |
| 2022-07-16 |
insert person Adam Fisch |
| 2022-07-16 |
insert person Ahsan Mahmood |
| 2022-07-16 |
insert person Henry Shew |
| 2022-07-16 |
insert person Mitzi Verzola |
| 2022-05-15 |
delete person Anna Tude |
| 2022-03-14 |
delete managingdirector Kevin Tran |
| 2022-03-14 |
insert coo Doron Opher |
| 2022-03-14 |
update person_title Charlie Scharfe: Investment Analyst => Investment Advisor |
| 2022-03-14 |
update person_title Connor Kelly: Senior Wealth Associate => Client Advisor |
| 2022-03-14 |
update person_title Doron Opher: Chief Financial Officer => Chief Operating Officer; Chief Financial Officer |
| 2022-03-14 |
update person_title Kevin Tran: Managing Director; Managing Director of Wealth Planning => Managing Partner, Head of Wealth Planning |
| 2021-07-30 |
delete managingdirector Cameron Hurst |
| 2021-07-30 |
delete person Cameron Hurst |
| 2021-07-30 |
insert person Huma Munir |
| 2021-07-30 |
insert person Michael Yu |
| 2021-07-30 |
update person_title Anna Tude: Wealth Associate => Senior Wealth Associate |
| 2021-07-30 |
update person_title Connor Kelly: Wealth Associate => Senior Wealth Associate |
| 2021-01-16 |
insert person Steven Crawford |
| 2020-10-05 |
update person_description Charlie Scharfe => Charlie Scharfe |
| 2020-10-05 |
update person_title Charlie Scharfe: Investment Adviser => Investment Analyst |
| 2020-07-30 |
update person_title Anna Tude: Client Service Associate => Wealth Associate |
| 2020-07-30 |
update person_title Charlie Scharfe: Associate; Wealth Associate => Investment Adviser |
| 2020-06-30 |
insert cfo Doron Opher |
| 2020-06-30 |
update person_title Doron Opher: Vice President Finance and Operations => Chief Financial Officer |
| 2019-11-27 |
insert person ANNA TUDE |
| 2019-11-27 |
insert person CAMERON HURST |
| 2019-11-27 |
insert person CONNOR KELLY |
| 2019-08-29 |
delete person Darla McPherson |
| 2019-08-29 |
delete person NICK HEARD |
| 2019-08-29 |
insert person DORON OPHER |
| 2019-08-29 |
insert person Raquel Melo |