| Date | Description |
|---|
| 2024-05-23 |
insert management_pages_linkeddomain cslainstitute.org |
| 2024-05-23 |
update person_title Andy Jolivette: CLIENT RELATIONSHIP MANAGER => DIRECTOR of ALIGNMENT |
| 2024-05-23 |
update person_title Carter Michaelson: WEALTH ADVISOR - CFP® => WEALTH ADVISOR - CFP®, CSLP®, BFA™ |
| 2024-05-23 |
update person_title Keith Berg: PARTNER / WEALTH ADVISOR - BFA™, CFP®, FIC => PARTNER / WEALTH ADVISOR - CFP®, BFA™, FIC |
| 2024-05-23 |
update person_title Luke Schneider: Planner; PARTNER / WEALTH ADVISOR - BFA™, CFP®, FIC => Planner; PARTNER / WEALTH ADVISOR - CFP®, BFA™, FIC |
| 2023-03-21 |
insert person Amy Minear |
| 2023-03-21 |
insert person Connor Chesnut |
| 2023-03-21 |
update person_title Carter Michaelson: WEALTH ADVISOR => WEALTH ADVISOR - CFP® |
| 2022-08-12 |
delete person Corigan Klocek |
| 2022-08-12 |
update description |
| 2022-03-30 |
delete general_emails in..@northoaksfinancial.com |
| 2022-03-30 |
delete email in..@northoaksfinancial.com |
| 2022-03-30 |
insert email be..@northoaksfinancial.com |
| 2021-07-08 |
insert person Corigan Klocek |