| Date | Description |
|---|
| 2023-09-15 |
delete personal_emails al..@sagespring.com |
| 2023-09-15 |
delete personal_emails jo..@sagespring.com |
| 2023-09-15 |
insert personal_emails jo..@sagespring.com |
| 2023-09-15 |
delete email al..@sagespring.com |
| 2023-09-15 |
delete email ds..@sagespring.com |
| 2023-09-15 |
delete email jo..@sagespring.com |
| 2023-09-15 |
insert email ds..@sagespringtax.com |
| 2023-09-15 |
insert email jo..@sagespring.com |
| 2023-09-15 |
insert email pa..@sagespring.com |
| 2023-09-15 |
insert management_pages_linkeddomain calendly.com |
| 2023-09-15 |
insert person Maddie Gallagher |
| 2023-09-15 |
insert person Parker McClearn |
| 2023-09-15 |
update person_description Brad Clayton => Brad Clayton |
| 2023-09-15 |
update person_description Chris Cotignola => Chris Cotignola |
| 2023-09-15 |
update person_title Chris Cotignola: Financial Advisor With SageSpring; Financial Advisor, SageSpring => Financial Planner, SageSpring Investment Professional, RJFS; Financial Advisor, SageSpring |
| 2023-09-15 |
update person_title Christina Hausner: Client Services Associate, SageSpring; Associate at SageSpring Wealth Partners => Client Services Associate, SageSpring; Client Service Associate, SageSpring; Associate at SageSpring Wealth Partners |
| 2023-09-15 |
update person_title Garrett Smith: Client Services Associate, SageSpring => Financial Planning Associate, SageSpring |
| 2023-09-15 |
update person_title Maddie Abrams: Executive Assistant to Mark Deering, CFP®, SageSpring => Executive Assistant to Mark Deering |
| 2023-09-15 |
update person_title Nicole Holguin: Client Services Associate, SageSpring => Client Service Specialist, SageSpring |
| 2023-09-15 |
update person_title Ryan Griffith: Wealth Advisor, SageSpring Financial Professional, RJFS => Wealth Advisor, SageSpring |
| 2022-06-25 |
delete personal_emails br..@swinvestmentgroup.com |
| 2022-06-25 |
delete personal_emails cy..@swinvestmentgroup.com |
| 2022-06-25 |
delete personal_emails gr..@swinvestmentgroup.com |
| 2022-06-25 |
insert personal_emails cl..@swinvestmentgroup.com |
| 2022-06-25 |
insert personal_emails ke..@swinvestmentgroup.com |
| 2022-06-25 |
insert personal_emails me..@swinvestmtnegroup.com |
| 2022-06-25 |
insert personal_emails mi..@swinvestmentgroup.com |
| 2022-06-25 |
insert personal_emails sh..@swinvestmentgroup.com |
| 2022-06-25 |
delete email br..@swinvestmentgroup.com |
| 2022-06-25 |
delete email cy..@swinvestmentgroup.com |
| 2022-06-25 |
delete email ev..@swinvestmentgroup.com |
| 2022-06-25 |
delete email gr..@swinvestmentgroup.com |
| 2022-06-25 |
delete person Evan Porter |
| 2022-06-25 |
delete person Grace Eakin |
| 2022-06-25 |
delete phone 615-861-6114 |
| 2022-06-25 |
insert email cl..@swinvestmentgroup.com |
| 2022-06-25 |
insert email ga..@swinvestmentgroup.com |
| 2022-06-25 |
insert email ho..@swinvestmentgroup.com |
| 2022-06-25 |
insert email ke..@swinvestmentgroup.com |
| 2022-06-25 |
insert email ke..@swinvestmentgroup.com |
| 2022-06-25 |
insert email me..@swinvestmtnegroup.com |
| 2022-06-25 |
insert email mi..@swinvestmentgroup.com |
| 2022-06-25 |
insert email sh..@swinvestmentgroup.com |
| 2022-06-25 |
insert person Clay Crothers |
| 2022-06-25 |
insert person Garrett Smith |
| 2022-06-25 |
insert person Holden Gully |
| 2022-06-25 |
insert person Jayce Brown |
| 2022-06-25 |
insert person Kerry Oakley |
| 2022-06-25 |
insert person Kevin Brown |
| 2022-06-25 |
insert person Michelle LaBarge |
| 2022-06-25 |
insert person Shannon Altringer |
| 2022-06-25 |
insert phone 972-987-1174 |
| 2022-06-25 |
update person_description Brandon Kew => Brandon Kew |
| 2022-06-25 |
update person_description Hannah Patterson => Hannah Patterson |
| 2022-06-25 |
update person_description Maddie Abrams => Maddie Abrams |
| 2022-06-25 |
update person_description Teri Ann Greenfield => Teri Ann Greenfield |
| 2022-06-25 |
update person_description Zach LaBroad => Zach LaBroad |
| 2022-06-25 |
update person_title Brandon Kew: Financial Advisor, RJFS => Financial Advisor at Southwestern Investment Group; Vice President, Southwestern Investment Group |
| 2022-06-25 |
update person_title Hannah Patterson: Registered Financial Associate, RJFS => Obtains CERTIFIED FINANCIAL PLANNER; Financial Planner |
| 2022-06-25 |
update person_title Maddie Abrams: Marketing Coordinator & Executive Assistant to Mark Deering => Marketing Coordinator & Executive Assistant to Mark Deering, CFP®; Marketing Coordinator for the Deering Wealth Team |
| 2022-06-25 |
update person_title Matt DeGraff: Financial Professional, RJFS => Financial Associate, Southwestern, Investment Group / Financial Professional, RJFS |
| 2022-06-25 |
update person_title Zach LaBroad: Financial Advisor, SWIG / Investment Professional, RJFS; Financial Advisor, SWIG => Financial Advisor at Southwestern Investment Group; Financial Advisor, SWIG / Investment Professional, RJFS |
| 2022-04-26 |
insert personal_emails ja..@swinvestmentgroup.com |
| 2022-04-26 |
insert personal_emails la..@swinvestmentgroup.com |
| 2022-04-26 |
insert personal_emails mo..@swinvestmentgroup.com |
| 2022-04-26 |
delete about_pages_linkeddomain sipc.org |
| 2022-04-26 |
delete career_pages_linkeddomain sipc.org |
| 2022-04-26 |
delete contact_pages_linkeddomain sipc.org |
| 2022-04-26 |
delete index_pages_linkeddomain sipc.org |
| 2022-04-26 |
insert email ha..@swinvestmentgroup.com |
| 2022-04-26 |
insert email ja..@swinvestmentgroup.com |
| 2022-04-26 |
insert email la..@swinvestmentgroup.com |
| 2022-04-26 |
insert email mo..@swinvestmentgroup.com |
| 2022-04-26 |
insert email st..@swinvestmentgroup.com |
| 2022-04-26 |
insert person Jacob Greene |
| 2022-04-26 |
insert person Laurie Snively |
| 2022-04-26 |
insert person Leah James |
| 2022-04-26 |
insert person Molly Mahana |
| 2022-04-26 |
insert person Stephen Neu |
| 2022-04-26 |
update person_description April Binkley => April Binkley |
| 2022-04-26 |
update person_description Jennifer Herendon => Jennifer Herendon |
| 2022-04-26 |
update person_description Luke Aull => Luke Aull |
| 2022-04-26 |
update person_title April Binkley: Professional Associate, RJFS => Registered Executive Associate, RJFS |
| 2022-04-26 |
update person_title David Miller: Financial Advisor, RJFS => Financial Advisor, Southwestern Investment Group / Investment Professional, RJFS |
| 2022-04-26 |
update person_title Jennifer Herendon: Financial Advisor, RJFS => Financial Advisor at Southwestern Investment Group; Financial Advisor, Southwestern Investment Group / Investment Professional, RJFS |
| 2022-03-23 |
delete personal_emails sa..@swinvestmentgroup.com |
| 2022-03-23 |
delete personal_emails sa..@swinvestmentgroup.com |
| 2022-03-23 |
delete personal_emails we..@swinvestmentgroup.com |
| 2022-03-23 |
delete personal_emails za..@swinvestmentgroup.com |
| 2022-03-23 |
insert personal_emails do..@swinvestmentgroup.com |
| 2022-03-23 |
insert personal_emails du..@swinvestmentgroup.com |
| 2022-03-23 |
insert personal_emails em..@swinvestmentgroup.com |
| 2022-03-23 |
insert personal_emails ma..@swinvestmentgroup.com |
| 2022-03-23 |
insert personal_emails te..@swinvestmentgroup.com |
| 2022-03-23 |
delete email sa..@swinvestmentgroup.com |
| 2022-03-23 |
delete email sa..@swinvestmentgroup.com |
| 2022-03-23 |
delete email we..@swinvestmentgroup.com |
| 2022-03-23 |
delete email za..@swinvestmentgroup.com |
| 2022-03-23 |
delete person Samuel Kuster |
| 2022-03-23 |
delete person Wes McNeillie |
| 2022-03-23 |
delete person Zakary Grue |
| 2022-03-23 |
insert email do..@swinvestmentgroup.com |
| 2022-03-23 |
insert email du..@swinvestmentgroup.com |
| 2022-03-23 |
insert email em..@swinvestmentgroup.com |
| 2022-03-23 |
insert email ma..@swinvestmentgroup.com |
| 2022-03-23 |
insert email te..@swinvestmentgroup.com |
| 2022-03-23 |
insert person Dorothi Brown |
| 2022-03-23 |
insert person Duane Sturm |
| 2022-03-23 |
insert person Emily Abrams |
| 2022-03-23 |
insert person MaryPat Gilmer |
| 2022-03-23 |
insert person Teri Ann Greenfield |
| 2022-03-23 |
update person_description Brett Murray => Brett Murray |
| 2022-03-23 |
update person_title David Sensing: Tax Manager / Enrolled Agent => Tax Manager / Enrolled Agent; Tax Specialist |
| 2022-03-23 |
update person_title Maddie Abrams: Client Services & Marketing Associate, RJFS => Marketing Coordinator & Executive Assistant to Mark Deering |
| 2022-03-23 |
update person_title Sara Hoppe: Administrative & Marketing Associate, RJFS => Administrative and Project Support Associate, SWIG |
| 2022-03-23 |
update person_title Sarah Esposito: Marketing and Business Development Associate, Southwestern Investment Group => Director of Advisor Business Development, SWIG |
| 2021-12-20 |
delete otherexecutives Shelby Printz |
| 2021-12-20 |
delete personal_emails bo..@swinvestmentgroup.com |
| 2021-12-20 |
delete personal_emails br..@swinvestmentgroup.com |
| 2021-12-20 |
delete personal_emails ca..@swinvestmentgroup.com |
| 2021-12-20 |
delete personal_emails ja..@swinvestmentgroup.com |
| 2021-12-20 |
delete personal_emails jo..@swinvestmentgroup.com |
| 2021-12-20 |
delete personal_emails jo..@swinvestmentgroup.com |
| 2021-12-20 |
delete personal_emails ke..@swinvestmentgroup.com |
| 2021-12-20 |
delete personal_emails ke..@swinvestmentgroup.com |
| 2021-12-20 |
delete personal_emails le..@swinvestmentgroup.com |
| 2021-12-20 |
delete personal_emails li..@swinvestmentgroup.com |
| 2021-12-20 |
delete personal_emails mi..@swinvestmentgroup.com |
| 2021-12-20 |
delete personal_emails sa..@swinvestmentgroup.com |
| 2021-12-20 |
delete personal_emails sh..@swinvestmentgroup.com |
| 2021-12-20 |
delete personal_emails to..@swinvestmentgroup.com |
| 2021-12-20 |
insert otherexecutives Shelby Santos |
| 2021-12-20 |
insert personal_emails an..@swinvestmentgroup.com |
| 2021-12-20 |
insert personal_emails an..@swinvestmentgroup.com |
| 2021-12-20 |
insert personal_emails be..@swinvestmentgroup.com |
| 2021-12-20 |
insert personal_emails br..@swinvestmentgroup.com |
| 2021-12-20 |
insert personal_emails ca..@swinvestmentgroup.com |
| 2021-12-20 |
insert personal_emails ch..@swinvestmentgroup.com |
| 2021-12-20 |
insert personal_emails de..@swinvestmentgroup.com |
| 2021-12-20 |
insert personal_emails gr..@swinvestmentgroup.com |
| 2021-12-20 |
insert personal_emails ja..@swinvestmentgroup.com |
| 2021-12-20 |
insert personal_emails je..@swinvestmentgroup.com |
| 2021-12-20 |
insert personal_emails je..@swinvestmentgroup.com |
| 2021-12-20 |
insert personal_emails ka..@swinvestmentgroup.com |
| 2021-12-20 |
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| 2021-12-20 |
insert personal_emails ke..@swinvestmentgroup.com |
| 2021-12-20 |
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| 2021-12-20 |
insert personal_emails le..@swinvestmentgroup.com |
| 2021-12-20 |
insert personal_emails ma..@swinvestmentgroup.com |
| 2021-12-20 |
insert personal_emails ma..@swinvestmentgroup.com |
| 2021-12-20 |
insert personal_emails mc..@swinvestmentgroup.com |
| 2021-12-20 |
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| 2021-12-20 |
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| 2021-12-20 |
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| 2021-12-20 |
insert personal_emails sa..@swinvestmentgroup.com |
| 2021-12-20 |
insert personal_emails sa..@swinvestmentgroup.com |
| 2021-12-20 |
insert personal_emails sa..@swinvestmentgroup.com |
| 2021-12-20 |
insert personal_emails sh..@swinvestmentgroup.com |
| 2021-12-20 |
insert personal_emails su..@swinvestmentgroup.com |
| 2021-12-20 |
insert personal_emails we..@swinvestmentgroup.com |
| 2021-12-20 |
insert personal_emails za..@swinvestmentgroup.com |
| 2021-12-20 |
delete email am..@swinvestmentgroup.com |
| 2021-12-20 |
delete email bo..@swinvestmentgroup.com |
| 2021-12-20 |
delete email br..@swinvestmentgroup.com |
| 2021-12-20 |
delete email ca..@swinvestmentgroup.com |
| 2021-12-20 |
delete email ja..@swinvestmentgroup.com |
| 2021-12-20 |
delete email jo..@swinvestmentgroup.com |
| 2021-12-20 |
delete email jo..@swinvestmentgroup.com |
| 2021-12-20 |
delete email ke..@swinvestmentgroup.com |
| 2021-12-20 |
delete email ke..@swinvestmentgroup.com |
| 2021-12-20 |
delete email le..@swinvestmentgroup.com |
| 2021-12-20 |
delete email li..@swinvestmentgroup.com |
| 2021-12-20 |
delete email ma..@swinvestmentgroup.com |
| 2021-12-20 |
delete email mi..@swinvestmentgroup.com |
| 2021-12-20 |
delete email sa..@swinvestmentgroup.com |
| 2021-12-20 |
delete email sh..@swinvestmentgroup.com |
| 2021-12-20 |
delete email to..@swinvestmentgroup.com |
| 2021-12-20 |
delete person Bobby Shriver |
| 2021-12-20 |
delete person Brittany Kemper |
| 2021-12-20 |
delete person Caroline Crisp |
| 2021-12-20 |
delete person Jan Hodgson |
| 2021-12-20 |
delete person Joshua Facemire |
| 2021-12-20 |
delete person Kerra Brooks |
| 2021-12-20 |
delete person Laurie Snively |
| 2021-12-20 |
delete person Lisa Hunt |
| 2021-12-20 |
delete person Mark Summers |
| 2021-12-20 |
delete person Michelle Peterson |
| 2021-12-20 |
delete person Sarah Hatton |
| 2021-12-20 |
delete person Shelby Printz |
| 2021-12-20 |
delete person Todd Healy |
| 2021-12-20 |
insert email am..@swinvestmentgroup.com |
| 2021-12-20 |
insert email an..@swinvestmentgroup.com |
| 2021-12-20 |
insert email an..@swinvestmentgroup.com |
| 2021-12-20 |
insert email be..@swinvestmentgroup.com |
| 2021-12-20 |
insert email br..@swinvestmentgroup.com |
| 2021-12-20 |
insert email ca..@swinvestmentgroup.com |
| 2021-12-20 |
insert email ca..@swinvestmentgroup.com |
| 2021-12-20 |
insert email ch..@swinvestmentgroup.com |
| 2021-12-20 |
insert email de..@swinvestmentgroup.com |
| 2021-12-20 |
insert email ds..@southwesterntaxservices.com |
| 2021-12-20 |
insert email du..@swinvestmentgroup.com |
| 2021-12-20 |
insert email gr..@swinvestmentgroup.com |
| 2021-12-20 |
insert email ja..@swinvestmentgroup.com |
| 2021-12-20 |
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| 2021-12-20 |
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| 2021-12-20 |
insert email ka..@swinvestmentgroup.com |
| 2021-12-20 |
insert email ke..@swinvestmentgroup.com |
| 2021-12-20 |
insert email ke..@swinvestmentgroup.com |
| 2021-12-20 |
insert email ke..@swinvestmentgroup.com |
| 2021-12-20 |
insert email le..@swinvestmentgroup.com |
| 2021-12-20 |
insert email ma..@swinvestmentgroup.com |
| 2021-12-20 |
insert email ma..@swinvestmentgroup.com |
| 2021-12-20 |
insert email mc..@swinvestmentgroup.com |
| 2021-12-20 |
insert email ne..@swinvestmentgroup.com |
| 2021-12-20 |
insert email ra..@swinvestmentgroup.com |
| 2021-12-20 |
insert email re..@swinvestmentgroup.com |
| 2021-12-20 |
insert email ro..@swinvestmentgroup.com |
| 2021-12-20 |
insert email sa..@swinvestmentgroup.com |
| 2021-12-20 |
insert email sa..@swinvestmentgroup.com |
| 2021-12-20 |
insert email sa..@swinvestmentgroup.com |
| 2021-12-20 |
insert email sh..@swinvestmentgroup.com |
| 2021-12-20 |
insert email su..@swinvestmentgroup.com |
| 2021-12-20 |
insert email we..@swinvestmentgroup.com |
| 2021-12-20 |
insert email za..@swinvestmentgroup.com |
| 2021-12-20 |
insert management_pages_linkeddomain emaplan.com |
| 2021-12-20 |
insert person A Franklin, Tennessee |
| 2021-12-20 |
insert person Ambrosha Guereña |
| 2021-12-20 |
insert person Andrew "AJ" Williams |
| 2021-12-20 |
insert person Andrew Clement |
| 2021-12-20 |
insert person Beau Wirick |
| 2021-12-20 |
insert person Becky Whitman |
| 2021-12-20 |
insert person Brian Harding |
| 2021-12-20 |
insert person Carlie Lachman |
| 2021-12-20 |
insert person Chris Warner |
| 2021-12-20 |
insert person David Sensing |
| 2021-12-20 |
insert person Dean Shahan |
| 2021-12-20 |
insert person Dustin Schletzer |
| 2021-12-20 |
insert person Grace Eakin |
| 2021-12-20 |
insert person Jacob Washburn |
| 2021-12-20 |
insert person Jeff Wayne Whaling |
| 2021-12-20 |
insert person Jennifer Alexander |
| 2021-12-20 |
insert person John O'Connor |
| 2021-12-20 |
insert person Kathleen Kretschmer |
| 2021-12-20 |
insert person Kelly Hughes |
| 2021-12-20 |
insert person Kendra Hughes |
| 2021-12-20 |
insert person LeAnne Gossett |
| 2021-12-20 |
insert person Maddie Abrams |
| 2021-12-20 |
insert person Matt DeGraff |
| 2021-12-20 |
insert person McKenzie Kleinhenz |
| 2021-12-20 |
insert person Nedra T. Crosby |
| 2021-12-20 |
insert person Rachel McLaughlin |
| 2021-12-20 |
insert person Rob Soerens |
| 2021-12-20 |
insert person Samuel Kuster |
| 2021-12-20 |
insert person Sara Hoppe |
| 2021-12-20 |
insert person Sarah Williams |
| 2021-12-20 |
insert person Shelby Santos |
| 2021-12-20 |
insert person Susan Harris |
| 2021-12-20 |
insert person Wes McNeillie |
| 2021-12-20 |
insert person Zakary Grue |
| 2021-12-20 |
insert phone 615-637-2070 |
| 2021-12-20 |
update person_description Jake Powell => Jake Powell |
| 2021-12-20 |
update person_description Katie Centofonti => Katie Centofonti |
| 2021-12-20 |
update person_description Luke Powers => Luke Powers |
| 2021-12-20 |
update person_description Tommy Doerfler => Tommy Doerfler |
| 2021-12-20 |
update person_title Alexandrea "Alec" Smith: Client Services Operations => Training and Development Coordinator |
| 2021-12-20 |
update person_title Andrew Shibley: Team Lead, Southwestern Investment Group, Inc. => Team Lead, Southwestern Investment Group |
| 2021-12-20 |
update person_title Hannah Colbert: Client Operations Associate => Registered Representative |
| 2021-12-20 |
update person_title Jake Powell: Wealth Advisor, RJFS => null |
| 2021-12-20 |
update person_title Jason Plunkett: Financial Advisor, RJFS => Vice President, SWIG / Investment Broker, RJFS |
| 2021-12-20 |
update person_title Jason Poe: Financial Advisor, RJFS => Executive Vice President, Southwestern Investment Group / Financial Advisor |
| 2021-12-20 |
update person_title Jeffrey T. Dobyns: President, Southwestern Investment Group Financial Advisor, RJFS; President, Luke Aull, Senior Executive Vice President, Bob; President; Partner => President, Southwestern Investment Group Financial Advisor, RJFS; President; Partner |
| 2021-12-20 |
update person_title Katie Centofonti: Financial Advisor, Southwestern Investment Group; Advisor Spotlight; CERTIFIED FINANCIAL PLANNER => Financial Advisor, Southwestern Investment Group; Advisor Spotlight |
| 2021-12-20 |
update person_title Lucas Swatzell: Vice President, Southwestern Investment Group, Investment Management Consultant, RJFS => Senior Vice President, Southwestern Investment Group, Investment Management Consultant, RJFS |
| 2021-12-20 |
update person_title Luke Powers: Financial Planner, RJFS => ACHIEVES CERTIFIED FINANCIAL PLANNER ( CFP® ) STATUS; Financial Planner, RJFS |
| 2021-12-20 |
update person_title Manny Gonzalez: Vice President, Southwestern Investment Group Financial Advisor, RJFS => Financial Advisor |
| 2021-12-20 |
update person_title Michelle Johns: Facilities Manager / New Hire Onboarding => Facilities Manager, Southwestern Investment Group |
| 2021-12-20 |
update person_title Rich Smith: Senior Executive Vice President, Southwestern Investment Group Financial Advisor, RJFS => Senior Executive Vice President, SWIG / Founder and Emeritus Wealth Advisor |
| 2021-12-20 |
update person_title Tommy Doerfler: NAMED SENIOR EXECUTIVE VICE PRESIDENT and SENIOR WEALTH ADVISOR of LIGHTHOUSE WEALTH TEAM; Senior Executive Vice President, Southwestern Investment Group Senior Wealth Advisor, RJFS => Senior Vice President, SWIG |
| 2021-02-09 |
delete personal_emails al..@swinvestmentgroup.com |
| 2021-02-09 |
delete personal_emails co..@swinvestmentgroup.com |
| 2021-02-09 |
delete personal_emails jo..@swinvestmentgroup.com |
| 2021-02-09 |
insert personal_emails br..@swinvestmentgroup.com |
| 2021-02-09 |
insert personal_emails ji..@swinvestmentgroup.com |
| 2021-02-09 |
insert personal_emails me..@swinvestmentgroup.com |
| 2021-02-09 |
insert personal_emails za..@swinvestmentgroup.com |
| 2021-02-09 |
delete email al..@swinvestmentgroup.com |
| 2021-02-09 |
delete email ca..@swinvestmentgroup.com |
| 2021-02-09 |
delete email co..@swinvestmentgroup.com |
| 2021-02-09 |
delete email ho..@swinvestmentgroup.com |
| 2021-02-09 |
delete email jo..@swinvestmentgroup.com |
| 2021-02-09 |
delete email me..@swinvestmentgroup.com |
| 2021-02-09 |
delete management_pages_linkeddomain deeringwealthteam.com |
| 2021-02-09 |
delete management_pages_linkeddomain tylercnace.com |
| 2021-02-09 |
delete person Alicia Adams |
| 2021-02-09 |
delete person Allison Robinson |
| 2021-02-09 |
delete person Casey Duchesne |
| 2021-02-09 |
delete person Holden Gully |
| 2021-02-09 |
delete person Jordan J. Wedell |
| 2021-02-09 |
delete person Melissa Evans |
| 2021-02-09 |
insert email br..@swinvestmentgroup.com |
| 2021-02-09 |
insert email er..@swinvestmentgroup.com |
| 2021-02-09 |
insert email ev..@swinvestmentgroup.com |
| 2021-02-09 |
insert email ji..@swinvestmentgroup.com |
| 2021-02-09 |
insert email me..@swinvestmentgroup.com |
| 2021-02-09 |
insert email wi..@swinvestmentgroup.com |
| 2021-02-09 |
insert email za..@swinvestmentgroup.com |
| 2021-02-09 |
insert person Brett Murray |
| 2021-02-09 |
insert person Erin Phillips |
| 2021-02-09 |
insert person Evan Porter |
| 2021-02-09 |
insert person Jim Grenn |
| 2021-02-09 |
insert person Laurie Snively |
| 2021-02-09 |
insert person Megan Norris |
| 2021-02-09 |
insert person Zach LaBroad |
| 2021-02-09 |
update person_description Hannah Patterson => Hannah Patterson |
| 2021-02-09 |
update person_description Jessica Fletcher => Jessica D. Fletcher |
| 2021-02-09 |
update person_description Sara Clegg => Sara Clegg |
| 2021-02-09 |
update person_title Hannah Patterson: Client Services Associate => Registered Financial Associate, RJFS |
| 2021-02-09 |
update person_title Hillary Stalker: Associate Spotlight; Financial Associate => Associate Spotlight; Financial Advisor / Southwestern Investment Group / Financial Professional, RJFS |
| 2021-02-09 |
update person_title Janice Williams: Client Operations Specialist => Client Experience Specialist, RJFS |
| 2021-02-09 |
update person_title Jessica D. Fletcher: Financial Planning Executive => Financial Planning Executive, SWIG; CERTIFIED FINANCIAL PLANNER |
| 2020-10-17 |
insert personal_emails hi..@swinvestmentgroup.com |
| 2020-10-17 |
insert personal_emails wi..@swinvestmentgroup.com |
| 2020-10-17 |
delete email gr..@swinvestmentgroup.com |
| 2020-10-17 |
delete email wi..@swinvestmentgroup.com |
| 2020-10-17 |
insert email gr..@swinvestmentgroup.com |
| 2020-10-17 |
insert email hi..@swinvestmentgroup.com |
| 2020-10-17 |
insert email wi..@swinvestmentgroup.com |
| 2020-10-17 |
insert person Allison Robinson |
| 2020-10-17 |
insert person Hillary Stalker |
| 2020-10-17 |
update person_description James Ridley => James Ridley |
| 2020-10-17 |
update person_description Katie Centofonti => Katie Centofonti |
| 2020-10-17 |
update person_title Allison Robison: Client Services Representative; Client Representative => Client Representative |
| 2020-10-17 |
update person_title Caroline Crisp: Branch Associate => Client Operations Executive, SWIG Financial Representative, RJFS |
| 2020-10-17 |
update person_title Jeffrey Casey: Financial Advisor, RJFS; Member of the Atchison Wealth Team => Financial Professional, RJFS Financial Advisor, SWIG; Member of the Atchison Wealth Team |
| 2020-10-17 |
update person_title Michelle Peterson: New Hire Instructor, Southwestern Investment Group => Training and Development Associate, Southwestern Investment Group |
| 2020-10-17 |
update person_title Will Bratton: Wealth Advisor, RJFS => Wealth Advisor, Southwestern Investment Group / Financial Professional, RJFS |
| 2020-08-06 |
insert personal_emails bo..@swinvestmentgroup.com |
| 2020-08-06 |
insert email bo..@swinvestmentgroup.com |
| 2020-08-06 |
insert person Bobby Shriver |
| 2020-08-06 |
insert person Kelly Lynch |
| 2020-08-06 |
update person_description Jackson Wilcox => Jackson Wilcox |
| 2020-08-06 |
update person_description Sarah Esposito => Sarah Esposito |
| 2020-08-06 |
update person_title Jeffrey T. Dobyns: President, Southwestern Investment Group Financial Advisor, RJFS; President, Luke Aull, Senior Executive Vice President, Bob; President of Southwestern Investment Group and Financial Advisor; President; Partner => President, Southwestern Investment Group Financial Advisor, RJFS; President, Luke Aull, Senior Executive Vice President, Bob; President; Partner |
| 2020-08-06 |
update person_title Joshua Facemire: Administrative Assistant => Adminstrative Assistant |
| 2020-08-06 |
update person_title Sarah Esposito: Business Development Associate, Southwestern Investment Group => Marketing and Business Development Associate, Southwestern Investment Group |
| 2020-06-11 |
insert personal_emails jo..@swinvestmentgroup.com |
| 2020-06-11 |
delete person Warren Buffett |
| 2020-06-11 |
insert email jo..@swinvestmentgroup.com |
| 2020-06-11 |
insert person Joshua Facemire |
| 2020-06-11 |
insert phone 210-907-7024 |
| 2020-06-11 |
update person_description Manny Gonzalez => Manny Gonzalez |
| 2020-06-11 |
update person_title Luke Powers: Client Services Representative => Financial Planner, RJFS |
| 2020-05-12 |
insert person Warren Buffett |
| 2020-05-12 |
update person_description Luke Powers => Luke Powers |
| 2020-05-12 |
update person_description Timothy Johnson => Timothy Johnson |