Date | Description |
2024-04-07 |
delete person Robin Grandusky-Spinello |
2024-03-07 |
delete person Joseph McRae |
2024-03-07 |
delete person Naomi Hintenach |
2024-03-07 |
delete person Ronda DiDio |
2024-03-07 |
insert person Marianne Bennett |
2024-03-07 |
insert person Rebecca Allen |
2024-03-07 |
insert person Robert Steinmetz |
2023-08-05 |
insert person Naomi Hintenach |
2023-08-05 |
insert person Ronda DiDio |
2023-08-05 |
update person_description Angela David => Angela David |
2023-08-05 |
update person_description Joseph McRae => Joseph McRae |
2023-08-05 |
update person_title Deborah Case: Estate Planning and Client Liaison => Client Liaison |
2023-08-05 |
update person_title Heather Donohue: Administrative Associate; Healthcare Coordinator and Client Liaison => Administrative Associate; Client Liaison |
2023-08-05 |
update person_title Joseph McRae: Estate Planning and Client Liaison => Client Liaison |
2023-04-23 |
delete person Allison Ziobrowski |
2023-04-23 |
delete person Rachel Venette |
2023-03-11 |
delete vp Brandon Bianchi |
2023-03-11 |
delete person Brandon Bianchi |
2023-03-11 |
delete person David Caryl |
2023-01-15 |
insert vp Brandon Bianchi |
2023-01-15 |
delete person Shannon Keenan |
2023-01-15 |
insert person Brandon Bianchi |
2023-01-15 |
insert person Rachel Venette |
2023-01-15 |
insert person Robin Grandusky-Spinello |
2022-10-23 |
delete person Amy Peabody |
2022-10-23 |
delete person Victoria Frankiewich |
2022-10-23 |
insert person Shannon Keenan |
2022-08-05 |
delete person Brittany Hubbell |
2022-08-05 |
delete person Raven Roper |
2022-07-02 |
insert person Sean Hantes |
2022-04-29 |
delete person Andrew J. DiBernardo |
2022-04-29 |
insert person Amy Peabody |
2022-04-29 |
insert person Deborah Case |
2022-04-29 |
insert person Joseph McRae |
2022-02-09 |
delete person Katherine Tkaczyk |
2022-02-09 |
delete person Lori Hodge |
2022-02-09 |
insert person Victoria Frankiewich |
2021-12-03 |
insert person David Caryl |
2021-12-03 |
insert person Raven Roper |
2021-12-03 |
update person_title Justin T. Corbin: null => Financial Advisor |
2021-12-03 |
update person_title Ken Arellano: null => Financial Advisor |
2021-07-26 |
delete person Jeff Blitz |
2021-07-26 |
delete person Linda Brown |
2021-07-26 |
insert person Lori Hodge |
2021-07-26 |
update person_title Heather Donohue: Administrative Associate; Administrative Manager and Client Liaison => Administrative Associate; Healthcare Coordinator and Client Liaison |
2021-04-22 |
insert person Angela David |
2021-04-22 |
insert person Brittany Hubbell |
2021-04-22 |
update person_title Jeff Blitz: null => Registered Sales Assistant |
2021-02-02 |
delete person Angela David |
2021-02-02 |
delete person Brittany Vinette |
2021-02-02 |
delete person Rebecca VanDeusen |
2021-02-02 |
insert person Jeff Blitz |
2021-02-02 |
insert person Linda Brown |
2020-09-26 |
delete person Ana Arefyeva |
2020-09-26 |
insert person Angela David |
2020-09-26 |
insert person Rebecca VanDeusen |