ORACLE WEALTH MANAGEMENT - History of Changes


DateDescription
2024-04-12 insert person Vera Kreminskiy
2023-09-21 delete person Anthony Saglimbene
2023-08-04 insert person Anthony Saglimbene
2023-05-04 delete person Anthony Saglimbene
2023-04-02 insert personal_emails ta..@ampf.com
2023-04-02 insert person Anthony Saglimbene
2023-04-02 insert person Dee Lowe
2023-04-02 insert person Robert Hilliard
2023-04-02 insert person Roger Blaine
2023-04-02 insert person Tammy Murray
2022-12-28 insert person Brian Erickson
2022-11-18 delete personal_emails es..@ampf.com
2022-11-18 delete person Nicole Bridges
2022-10-17 delete personal_emails sa..@ampf.com
2022-10-17 delete person Sarah Parks
2022-10-17 update person_title Lindy Smith: Financial Planning Assistant => Client Service Coordinator
2022-05-14 delete person William Buster Stuart
2022-04-13 delete person Brian Erickson
2022-03-14 insert personal_emails es..@ampf.com
2022-03-14 insert person Brian Erickson
2022-03-14 insert person Nicole Bridges
2022-03-14 update person_title Jeff Scotchie: Advisor => Financial Advisor; Advisor
2022-03-14 update person_title William Buster Stuart: Advisor => Financial Advisor; Advisor
2021-08-17 update person_title Paige Schober: Client Service Coordinator => Operations Manager
2021-07-16 delete person Ashley Raymond
2021-02-23 update person_description A Roth IRA => A Roth IRA
2021-01-22 update person_title Jimmy Scotchie: Private Wealth Advisor; Advisor => Advisor
2020-01-24 insert person Anthony Saglimbene