| Date | Description |
|---|
| 2022-09-26 |
update person_title Cam Waters: Financial Assistant; Director of Client Services => Director of Client Services |
| 2021-12-19 |
insert otherexecutives Cameron Waters |
| 2021-12-19 |
insert person Cameron Waters |
| 2021-12-19 |
update person_description Matthew Bausch => Matthew Bausch |
| 2020-02-22 |
insert otherexecutives Matthew Bausch |
| 2020-02-22 |
update person_description Matthew Bausch => Matthew Bausch |
| 2020-02-22 |
update person_title Matthew Bausch: Financial Assistant => Wealth Advisor and Investment Manager; Director of Client Services |
| 2020-01-21 |
update person_description Matthew Bausch => Matthew Bausch |