| Date | Description |
|---|
| 2024-03-18 |
delete coo Geoff Gruetzmacher |
| 2024-03-18 |
insert person Ben Graziani |
| 2024-03-18 |
update person_title Geoff Gruetzmacher: Director of Operations => Chief Compliance & Operations Officer |
| 2024-03-18 |
update person_title George Mendazona: Client Relations Specialist => Relationship Specialist |
| 2024-03-18 |
update person_title Louis Bennett: Chief Investment Strategist => Fiduciary Advisor / Chief Strategy Strategist |
| 2023-07-28 |
insert coo Geoff Gruetzmacher |
| 2023-07-28 |
update person_title Geoff Gruetzmacher: Operations Manager => Director of Operations |
| 2023-06-26 |
update person_title Geoff Gruetzmacher: Fiduciary Advisor => Operations Manager |
| 2023-06-26 |
update person_title Louis Bennett: Fiduciary Advisor / Chief Compliance Officer => Chief Investment Strategist |
| 2023-05-25 |
insert person George Mendazona |
| 2022-12-01 |
insert person Geoff Gruetzmacher |