| Date | Description |
|---|
| 2024-03-12 |
insert person Barbara Brewer |
| 2024-03-12 |
update person_title Beth Kraszewski: President Wealth Manager / Certified Financial Planner® CDFA® CLU; State Woman Wealth Advisor => State Woman Wealth Advisor; President Wealth Manager / Certified Financial Planner® CDFA |
| 2023-02-20 |
update person_description Beth Kraszewski => Beth Kraszewski |
| 2022-12-19 |
delete person Dina Othman |
| 2022-12-19 |
insert person Diana Vazquez |
| 2022-06-14 |
delete person Melissa Starkey |
| 2022-06-14 |
update person_title Chris Pavel: Director of Wealth Planning => Director of Wealth Planning, PWA Financial Advisor, RJFS |
| 2022-06-14 |
update person_title Geoffrey Dunmore: Associate => Director of Wealth Planning, PWA Financial Advisor, RJFS |
| 2022-03-13 |
delete personal_emails aa..@keatinginc.com |
| 2022-03-13 |
insert personal_emails di..@keatinginc.com |
| 2022-03-13 |
insert personal_emails ge..@keatinginc.com |
| 2022-03-13 |
delete person Aaron Covert |
| 2022-03-13 |
insert person Dina Othman |
| 2022-03-13 |
insert person Geoffrey Dunmore |
| 2022-03-13 |
update person_description Morgan Ziegler => Morgan Ziegler |
| 2022-03-13 |
update person_title Morgan Ziegler: Financial Advisor, RJFS => Financial Advisor, RJFS CFP® |
| 2021-06-25 |
delete personal_emails as..@keatinginc.com |
| 2021-06-25 |
delete person Ashlin Hoffhines |
| 2021-06-25 |
delete person Kat Newton |
| 2021-06-25 |
insert person Melissa Starkey |
| 2021-06-25 |
update person_description Beth Kraszewski => Beth Kraszewski |
| 2021-06-25 |
update person_title Aaron Covert: Branch Associate, RJFS => Financial Planner, RJFS |
| 2021-06-25 |
update person_title Morgan Ziegler: Branch Associate, RJFS => Financial Advisor, RJFS |
| 2020-06-02 |
delete personal_emails em..@keatinginc.com |
| 2020-06-02 |
delete personal_emails ka..@keatinginc.com |
| 2020-06-02 |
insert personal_emails aa..@keatinginc.com |
| 2020-06-02 |
insert personal_emails as..@keatinginc.com |
| 2020-06-02 |
insert personal_emails mo..@keatinginc.com |
| 2020-06-02 |
delete person Emily Wolters |
| 2020-06-02 |
insert person Aaron Covert |
| 2020-06-02 |
insert person Ashlin Hoffhines |
| 2020-06-02 |
insert person Morgan Ziegler |
| 2020-06-02 |
update person_description Beth Kraszewski => Beth Kraszewski |
| 2020-06-02 |
update person_description Chris Pavel => Chris Pavel |
| 2020-06-02 |
update person_description Kat Newton => Kat Newton |