| Date | Description |
|---|
| 2024-04-09 |
update person_description Josh Mendelson => Josh Mendelson |
| 2024-04-09 |
update person_description Les Williams => Les Williams |
| 2024-04-09 |
update person_description Sean Gray => Sean Gray |
| 2024-04-09 |
update person_title John Letourneau: Senior Vice President - Financial Advisor - ABD, Senior Portfolio Manager - Portfolio Focus => Senior Vice President - Financial Advisor, Senior Portfolio Manager - Portfolio Focus |
| 2024-04-09 |
update person_title Josh Mendelson: Credit Consultant => Wealth Management Banker |
| 2023-10-12 |
delete person Morgan Edwards |
| 2023-10-12 |
insert person Connor Knapp |
| 2023-10-12 |
update person_description Les Williams => Les Williams |
| 2022-12-01 |
delete person Robert Stern |
| 2022-12-01 |
insert person Les Williams |
| 2022-12-01 |
insert person Lindsay Strickland |
| 2022-12-01 |
update person_description Kaitlin Yelle => Kaitlin Yelle |
| 2022-04-02 |
delete person Craig Bishop |
| 2022-04-02 |
update person_title John Letourneau: Senior Vice President - Branch Director, Senior Portfolio Manager - Portfolio Focus => Senior Vice President - Financial Advisor - ABD, Senior Portfolio Manager - Portfolio Focus |
| 2021-02-13 |
update person_title John Letourneau: Senior Vice President - Branch Director, Portfolio Manager - Portfolio Focus => Senior Vice President - Branch Director, Senior Portfolio Manager - Portfolio Focus |
| 2020-06-26 |
insert person Josh Mendelson |
| 2020-06-26 |
update person_description Morgan Edwards => Morgan Edwards |
| 2020-03-20 |
insert person Craig Bishop |
| 2020-03-20 |
insert person Janet Engels |
| 2020-03-20 |
insert person Robert Stern |
| 2020-03-20 |
insert person Sean Gray |