| Date | Description |
|---|
| 2024-03-24 |
insert management_pages_linkeddomain 40under40inadvice.com |
| 2023-10-14 |
delete otherexecutives Eric Langenfeld |
| 2023-10-14 |
delete otherexecutives Kirsten Schlumbohm |
| 2023-10-14 |
update person_title Eric Langenfeld: Member of the Business Development Team; Vice President of Business Development => Member of the Business Development Team; Vice President of Insurance Sales |
| 2023-10-14 |
update person_title Eric Langenfield: Vice President of Business Development at C2P Enterprises => Vice President of Insurance Sales |
| 2023-10-14 |
update person_title Kirsten Schlumbohm: Member of the Business Development Team; Vice President of Business Development; Vice President of Insurance Sales; Vice President of Annuity Sales at C2P => Member of the Business Development Team; Vice President of Annuity Sales and Host of a Woman 's Clarity |
| 2023-09-08 |
update person_description Kirsten Schlumbohm => Kirsten Schlumbohm |
| 2023-09-08 |
update person_title Kirsten Schlumbohm: Vice President of Business Development at C2P Enterprises; Member of the Business Development Team; Vice President of Insurance Sales; Vice President of Business Development => Member of the Business Development Team; Vice President of Business Development; Vice President of Insurance Sales; Vice President of Annuity Sales at C2P |
| 2023-07-04 |
delete management_pages_linkeddomain jlsmithgroup.com |
| 2023-07-04 |
insert management_pages_linkeddomain thinkadvisor.com |
| 2023-07-04 |
insert management_pages_linkeddomain wealthmanagement.com |
| 2023-07-04 |
update person_description Jason L Smith => Jason L Smith |
| 2023-07-04 |
update person_description Matt Seitz => Matt Seitz |
| 2023-03-18 |
update person_title Kirsten Schlumbohm: Vice President of Business Development at C2P Enterprises; Member of the Business Development Team; Vice President of Business Development => Vice President of Business Development at C2P Enterprises; Member of the Business Development Team; Vice President of Business Development; Vice President of Insurance Sales |
| 2023-02-14 |
delete evp Matt Seitz |
| 2023-02-14 |
insert cmo Matt Seitz |
| 2023-02-14 |
update person_title Matt Seitz: EVP for C2P Enterprises; EVP of Marketing Partner; Executive VP => Chief Marketing Officer; Partner; Chief Marketing Officer for C2P Enterprises |
| 2022-08-10 |
delete otherexecutives Nick Mueller |
| 2022-08-10 |
delete person Nick Mueller |
| 2022-06-09 |
delete chieflegalofficer Jennifer Reilen |
| 2022-06-09 |
delete person Jennifer Reilen |
| 2022-05-09 |
delete otherexecutives Eric Langenfield |
| 2022-05-09 |
update person_title Eric Langenfield: Vice President of Business Development => Vice President of Business Development at C2P Enterprises |
| 2022-04-09 |
insert otherexecutives Kirsten Schlumbohm |
| 2022-04-09 |
insert person Kirsten Schlumbohm |
| 2021-12-09 |
insert management_pages_linkeddomain alisonwealth.com |
| 2021-12-09 |
insert management_pages_linkeddomain jlsmithgroup.com |
| 2021-12-09 |
insert management_pages_linkeddomain kidsbucketplan.com |
| 2021-12-09 |
insert management_pages_linkeddomain thebucketplanbook.com |
| 2021-12-09 |
insert management_pages_linkeddomain valorcapitalmanagement.com |
| 2021-12-09 |
insert person Matt Seitz |
| 2021-12-09 |
update person_description Brian Mann => Brian D. Mann |
| 2021-12-09 |
update person_description Dave Alison => Dave Alison |
| 2021-12-09 |
update person_description Jason L Smith => Jason L Smith |
| 2021-12-09 |
update person_title Brian D. Mann: Founder of Elite Advisory Group; Chief Distribution Officer; President; Member of the Leadership Team; Partner => President; Member of the Leadership Team; Partner; Member of the Senior Leadership Team |
| 2021-09-14 |
delete person Jason King |
| 2021-08-11 |
insert otherexecutives Eric Langenfeld |
| 2021-08-11 |
insert otherexecutives Eric Langenfield |
| 2021-08-11 |
update person_title Eric Langenfeld: Member of the Business Development Team; Senior Business Development Associate => Member of the Business Development Team; Vice President of Business Development |
| 2021-08-11 |
update person_title Eric Langenfield: Associate => Vice President of Business Development |
| 2021-06-10 |
delete ceo Brian Mann |
| 2021-06-10 |
delete otherexecutives Matt Smith |
| 2021-06-10 |
delete person Levi Bunkers |
| 2021-06-10 |
delete person Matt Smith |
| 2021-06-10 |
insert person Eric Langenfeld |
| 2021-06-10 |
update person_title Brian Mann: Founder of Elite Advisory Group; CEO; President and CEO of Clarity Insurance Marketing and Chief; President; Member of the Leadership Team => Founder of Elite Advisory Group; Chief Distribution Officer; President; Member of the Leadership Team; Partner |