| Date | Description |
|---|
| 2023-06-04 |
delete cfo Michael Konopaski |
| 2023-06-04 |
insert person Fardan Ali |
| 2023-06-04 |
insert person JESSICA SMITH |
| 2023-06-04 |
insert person Richard Holland |
| 2023-06-04 |
insert person TYLER SHETTELL |
| 2023-06-04 |
insert person Victoria Marshall |
| 2023-06-04 |
update person_description Michael Konopaski => Michael Konopaski |
| 2023-06-04 |
update person_title Michael Konopaski: Chief Financial Officer => With Their Focus on Building for the Future, and Supporting Independent Advisors, Founders Michael Konopaski and Gillian Kunza Decided to Create Something Different |