| Date | Description |
|---|
| 2023-08-13 |
delete personal_emails sa..@mainsailwealthadvisors.com |
| 2023-08-13 |
insert personal_emails sa..@mainsailwealthadvisors.com |
| 2023-08-13 |
insert person Peyton Bodziak |
| 2023-06-07 |
update person_description Jason Koptish => Jason Koptish CFP |
| 2023-06-07 |
update person_title Jason Koptish CFP: Founding Partner; CERTIFIED FINANCIAL PLANNER; Managing Partner => Financial Advisor; Managing Partner |
| 2022-09-18 |
insert coo Randi Zahm |
| 2022-09-18 |
delete person Jacinta Gauvin |
| 2022-09-18 |
insert person Gilda Burket |
| 2022-09-18 |
update person_title Randi Zahm: Client Service Associate => Client Relationship Manager; Director of Operations; Client Relationship Manager With; Member of the Client Service Team |
| 2022-03-15 |
update person_description Nick Shedd => Nick Shedd |
| 2020-06-16 |
delete personal_emails li..@mainsailwealthadvisors.com |
| 2020-06-16 |
delete personal_emails ra..@mainsailwealthadvisors.com |
| 2020-06-16 |
delete personal_emails sa..@mainsailwealthadvisors.com |
| 2020-06-16 |
delete person Virginia Paint |
| 2020-06-16 |
delete person Watson Mowry |
| 2020-06-16 |
update person_description Lynne Freeman => Lynne Freeman |
| 2020-06-16 |
update person_description Randi Zahm => Randi Zahm |
| 2020-04-17 |
insert otherexecutives Massey Alliance |
| 2020-04-17 |
insert person Massey Alliance |
| 2020-04-17 |
update person_description Nick Shedd => Nick Shedd |
| 2020-01-16 |
delete personal_emails el..@mainsailwealthadvisors.com |
| 2020-01-16 |
delete person Ellen Satchell |
| 2019-11-15 |
insert person Lynne Freeman |
| 2019-11-15 |
insert person Watson Mowry |
| 2018-11-15 |
update person_title Randi Zahm: Senior Client Service Associate; Client Service Associate => Client Service Associate |
| 2018-09-04 |
update person_description Jason Koptish => Jason Koptish |
| 2018-09-04 |
update person_title Jason Koptish: Financial Advisor; Accredited Asset Management Specialist => Financial Advisor; Founding Partner; CERTIFIED FINANCIAL PLANNER |
| 2018-06-03 |
insert personal_emails ra..@mainsailwealthadvisors.com |
| 2018-06-03 |
insert person Randi Zahm |
| 2018-06-03 |
insert person Virginia Paint |
| 2018-02-28 |
delete person Judith W. Mansfield |
| 2016-06-25 |
delete personal_emails ni..@mainsailwealthadvisors.com |
| 2016-06-25 |
insert personal_emails ni..@mainsailwealthadvisors.com |
| 2016-01-25 |
insert personal_emails ni..@mainsailwealthadvisors.com |
| 2016-01-25 |
insert person Nick Shedd |
| 2015-03-07 |
update person_description Ellen Satchell => Ellen Satchell |
| 2015-02-07 |
insert person Raymond James |
| 2015-02-07 |
insert person Star Wealth |