CPASURE - History of Changes


DateDescription
2024-04-01 delete person GS RIA
2023-08-05 insert person Kimberly Traver
2023-08-05 insert person Kristi Thorpe
2023-08-05 insert person Nathan Puckett
2023-08-05 insert person Shannon Marshall
2022-10-01 delete person Alex Williamson
2022-10-01 delete person Ryan Closs
2022-10-01 update person_title GS RIA: Managing Underwriter 9 Years; Associate 10 Years; Associate 12 Years; Associate 6 Years; Associate 3 Years; Account Manager 8 Years; Account Manager 4 Years => Managing Underwriter 9 Years; Associate 10 Years; Associate 12 Years; Associate 6 Years; Associate 3 Years; Account Manager 8 Years