| Date | Description |
|---|
| 2024-04-02 |
insert person Lee Fellows |
| 2024-04-02 |
insert person Will Smith |
| 2023-06-17 |
update person_description Andrew Weaver => Andrew Weaver |
| 2023-06-17 |
update person_title Alison Morales Ojeda: Independent Financial Consultant => Independent Financial Adviser |
| 2023-06-17 |
update person_title Andrew Weaver: Account Executive => Financial Adviser |
| 2022-12-10 |
insert person Jan Hampton |
| 2022-10-06 |
insert person Alison Morales Ojeda |
| 2022-10-06 |
update person_title Lee Waterfall: Managing Director => Owner; Managing Director |