| Date | Description |
|---|
| 2022-04-18 |
delete person Cole M. Willcox |
| 2022-04-18 |
delete person Robert W. Geiger |
| 2021-08-02 |
insert person Cole M. Willcox |
| 2021-01-19 |
insert person David Clark |
| 2021-01-19 |
insert person Greg Sanderson |
| 2019-10-01 |
update person_title Brian A. Sullivan: Director of Insurance and Estate Planning => Partner, Insurance and Estate Planning |
| 2017-10-22 |
update person_description Robert A. Norton => Robert A. Norton |
| 2017-10-22 |
update person_title Robert A. Norton: Certified Financial Analyst; in 2015 As a Member of the Investment Committee => null |
| 2017-01-01 |
update person_description Andrew R. Dugery => Andrew R. Dugery |
| 2016-10-21 |
update person_description Andrew R. Dugery => Andrew R. Dugery |
| 2016-08-16 |
delete president Michael C. Bass |
| 2016-08-16 |
delete person Ross Rubin |
| 2016-08-16 |
update person_description Robert A. Norton => Robert A. Norton |
| 2016-08-16 |
update person_title Michael C. Bass: Co - Founder; President => Co - Founder |
| 2016-08-16 |
update person_title Robert A. Norton: Chartered Financial Analyst, Rob => Certified Financial Analyst; in 2015 As a Member of the Investment Committee |
| 2016-03-23 |
insert person Robert A. Norton |
| 2015-10-14 |
update person_description Stephen F. Ritner => Stephen F. Ritner |
| 2015-08-17 |
delete managingdirector Michael C. Bass |
| 2015-08-17 |
insert ceo Richard E. Craft |
| 2015-08-17 |
update person_description Michael C. Bass => Michael C. Bass |
| 2015-08-17 |
update person_description Stephen F. Ritner => Stephen F. Ritner |
| 2015-08-17 |
update person_title Michael C. Bass: Principal; Co - Founder; CEO; Managing Director => President of Wealth Advisory Group, As; Co - Founder; CEO |
| 2015-08-17 |
update person_title Richard E. Craft: Co - Founder; President; Chartered Financial Consultant => Co - Founder; President; Chartered Financial Consultant; Chief Executive Officer |
| 2015-04-17 |
delete person Gywneth O.Carrigan |
| 2015-04-17 |
insert person Gwyneth O.Carrigan |
| 2015-04-17 |
update person_description Brian A. Sullivan => Brian A. Sullivan |
| 2015-03-18 |
insert person Gywneth O.Carrigan |