| Date | Description |
|---|
| 2025-10-24 |
update person_title Jessica Smith: null => VP, Strategic Operations & Growth at |
| 2025-01-14 |
insert founder Michael Konopaski |
| 2025-01-14 |
insert otherexecutives Michael Konopaski |
| 2025-01-14 |
insert person Adam Nicol |
| 2025-01-14 |
insert person Evan Warsh |
| 2025-01-14 |
update person_description Michael Konopaski => Michael Konopaski |
| 2025-01-14 |
update person_title Michael Konopaski: With Their Focus on Building for the Future, and Supporting Independent Advisors, Founders Michael Konopaski and Gillian Kunza Decided to Create Something Different => Co - Founder; With Their Focus on Building for the Future, and Supporting Independent Advisors, Founders Michael Konopaski and Gillian Kunza Decided to Create Something Different; Director |
| 2024-09-10 |
delete person Victoria Marshall |
| 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 |