| Date | Description |
|---|
| 2023-05-21 |
insert person Hannah Nam |
| 2022-09-12 |
delete cio Carey D. Sullivan |
| 2022-09-12 |
insert chiefinvestmentofficer Carey D. Sullivan |
| 2022-09-12 |
insert founder Carey D. Sullivan |
| 2022-09-12 |
insert founder Derek A. Moore |
| 2022-09-12 |
delete person Alexis Davis |
| 2022-09-12 |
delete person Fred Ulbrick |
| 2022-09-12 |
delete person Howard Welsh |
| 2022-09-12 |
delete person Jacqueline Pollack |
| 2022-09-12 |
delete person Jeffrey Tenorio |
| 2022-09-12 |
delete person Jon-Paul Weiss |
| 2022-09-12 |
delete person Michael Roach |
| 2022-09-12 |
delete person Patrick Forand |
| 2022-09-12 |
delete person Robert Stein |
| 2022-09-12 |
delete person Sean Townley |
| 2022-09-12 |
delete person Timothy Farrell |
| 2022-09-12 |
update person_description Carey D. Sullivan => Carey D. Sullivan |
| 2022-09-12 |
update person_description Chris J. Grimes => Chris J. Grimes |
| 2022-09-12 |
update person_description Derek A. Moore => Derek A. Moore |
| 2022-09-12 |
update person_description Kathleen Phillips => Kathleen Phillips |
| 2022-09-12 |
update person_title Carey D. Sullivan: Co - Owner and Chief Investment Officer of the Five Peaks Capital Group; CIO => Co - Founder; Chief Investment Officer; Co - Founder and Chief Investment Officer of Five Peaks Capital Group |
| 2022-09-12 |
update person_title Derek A. Moore: CEO => Co - Founder; CEO |
| 2022-06-02 |
insert person Chris Eaton |
| 2022-06-02 |
update person_title Chris J. Grimes: Agents; CFP®, RICP®. Partner => CFP®, RICP®. Partner; Partner |
| 2022-06-02 |
update person_title Kathleen Phillips: null => Financial Service Professional |
| 2022-05-01 |
update person_title Alexis Davis: Paraplanner => Financial Planning Specialist |
| 2022-04-01 |
delete person Gabriel R. Bonebrake |
| 2022-04-01 |
insert person Fred Ulbrick |
| 2022-04-01 |
insert person Jacqueline Pollack |
| 2022-04-01 |
insert person Patrick Forand |
| 2022-04-01 |
insert person Robert Stein |
| 2022-04-01 |
insert person Sean Townley |
| 2022-04-01 |
update person_description Alexis Davis => Alexis Davis |
| 2021-04-07 |
insert person Alexis Davis |
| 2021-04-07 |
insert person Gabriel R. Bonebrake |
| 2021-04-07 |
insert person Howard Welsh |
| 2021-04-07 |
insert person Jeffrey Tenorio |
| 2021-04-07 |
insert person Jon-Paul Weiss |
| 2021-04-07 |
insert person Michael Roach |
| 2021-04-07 |
insert person Timothy Farrell |
| 2020-10-13 |
delete person Kathleen Philips |
| 2020-10-13 |
delete person Niki Cousins |
| 2020-04-24 |
delete person Laura Olmedo |
| 2020-04-24 |
insert person Kathleen Philips |
| 2020-04-24 |
insert person Kathleen Phillips |
| 2020-01-04 |
delete person Alexis Davis |
| 2020-01-04 |
delete person Gabriel R. Bonebrake |
| 2020-01-04 |
delete person Henry Kim |
| 2020-01-04 |
delete person Howard Welsh |
| 2020-01-04 |
delete person Jeffrey Tenorio |
| 2020-01-04 |
delete person Jon-Paul Weiss |
| 2020-01-04 |
delete person Michael Roach |
| 2020-01-04 |
delete person Timothy Farrell |
| 2020-01-04 |
delete person Veronica Pine |
| 2019-12-02 |
insert person Alexis Davis |
| 2019-12-02 |
insert person Gabriel R. Bonebrake |
| 2019-12-02 |
insert person Henry Kim |
| 2019-12-02 |
insert person Howard Welsh |
| 2019-12-02 |
insert person Jeffrey Tenorio |
| 2019-12-02 |
insert person Jon-Paul Weiss |
| 2019-12-02 |
insert person Michael Roach |
| 2019-12-02 |
insert person Timothy Farrell |
| 2019-12-02 |
insert person Veronica Pine |
| 2019-08-21 |
insert person Niki Cousins |
| 2019-05-05 |
update person_title Chris J. Grimes: Associate; CFP®. Partner => Associate; CFP®, RICP®. Partner |