| Date | Description |
|---|
| 2025-04-27 |
delete person Bari Edwards |
| 2025-04-27 |
insert person Alejandra Bros |
| 2025-01-21 |
delete personal_emails mi..@dmkadvisorgroup.com |
| 2025-01-21 |
insert personal_emails sh..@dmkadvisorgroup.com |
| 2025-01-21 |
insert person Shayla Thomas |
| 2024-09-18 |
insert personal_emails di..@dmkadvisorgroup.com |
| 2024-09-18 |
delete person William Norton |
| 2024-09-18 |
insert person Diego Garcia |
| 2024-07-15 |
delete president Stephen Kohn |
| 2024-07-15 |
update person_title Stephen Kohn: President => Bond Principal |
| 2024-04-15 |
insert personal_emails ed..@dmkadvisorgroup.com |
| 2024-03-15 |
delete personal_emails cr..@dmkadvisorgroup.com |
| 2024-03-15 |
delete personal_emails ge..@firstaideinsurance.com |
| 2024-03-15 |
delete personal_emails jo..@jlginsuranceservices.com |
| 2024-03-15 |
delete personal_emails ma..@jlginsuranceservices.com |
| 2024-03-15 |
delete person Esperanza Lira |
| 2024-03-15 |
delete person Geremy San Agustin |
| 2024-03-15 |
delete person Lee Sourisack |
| 2024-03-15 |
delete person Marilou Adams |
| 2024-03-15 |
delete person Monica Yan |
| 2024-03-15 |
delete person Rebecca Murray |
| 2024-03-15 |
delete person Ronald Rivers |
| 2024-03-15 |
delete person Tyneshia Perine |
| 2024-03-15 |
delete person Yan Li |
| 2023-08-22 |
delete personal_emails la..@dmkadvisorgroup.com |
| 2023-08-22 |
delete personal_emails sh..@dmkadvisorgroup.com |
| 2023-08-22 |
insert personal_emails mi..@dmkadvisorgroup.com |
| 2023-08-22 |
insert personal_emails sh..@dmkadvisorgroup.com |
| 2023-08-22 |
delete person Lacey Krull |
| 2023-08-22 |
delete person Shelby Plichta |
| 2023-08-22 |
insert person Mikayla Chu |
| 2023-08-22 |
insert person Shelby Bickerstaff |
| 2023-07-19 |
delete personal_emails su..@lwp-llc.com |
| 2023-07-19 |
insert personal_emails la..@dmkadvisorgroup.com |
| 2023-07-19 |
delete person Richard Lalor |
| 2023-07-19 |
delete person Susan Baldwin |
| 2023-07-19 |
insert person Lacey Krull |
| 2023-05-05 |
insert personal_emails je..@dmkadvisorgroup.com |
| 2023-03-03 |
delete personal_emails ka..@dmkadvisorgroup.com |
| 2023-03-03 |
delete person Karen Stollings |
| 2022-12-29 |
delete personal_emails je..@dmkadvisorgroup.com |
| 2022-10-26 |
delete person Andrew Feldman |
| 2022-10-26 |
delete person Robert Hammel |
| 2022-09-24 |
insert personal_emails ch..@gmail.com |
| 2022-09-24 |
insert personal_emails ge..@firstaideinsurance.com |
| 2022-09-24 |
insert personal_emails ju..@dandlagency.com |
| 2022-09-24 |
insert personal_emails ma..@jlginsuranceservices.com |
| 2022-09-24 |
insert personal_emails ri..@dmkadvisorgroup.com |
| 2022-09-24 |
insert personal_emails st..@dmkadvisorgroup.com |
| 2022-09-24 |
insert personal_emails su..@dmkadvisorgroup.com |
| 2022-09-24 |
insert president Stephen Kohn |
| 2022-09-24 |
insert person Darwin Moreno |
| 2022-09-24 |
insert person Dwight Dye |
| 2022-09-24 |
insert person Esperanza Lira |
| 2022-09-24 |
insert person Geremy San Agustin |
| 2022-09-24 |
insert person John Gillespie |
| 2022-09-24 |
insert person Lee Sourisack |
| 2022-09-24 |
insert person Marilou Adams |
| 2022-09-24 |
insert person Monica Yan |
| 2022-09-24 |
insert person Pete Galligan |
| 2022-09-24 |
insert person Rebecca Murray |
| 2022-09-24 |
insert person Ricardo Rosado |
| 2022-09-24 |
insert person Ronald Rivers |
| 2022-09-24 |
insert person Travis Powers |
| 2022-09-24 |
insert person Tyneshia Perine |
| 2022-09-24 |
insert person Yan Li |
| 2022-09-24 |
update person_title Ann Marie Russo: Manager, Insurance Operations => Manager, Fixed Insurance Sales |
| 2022-09-24 |
update person_title Harold A. Schwartz: Professional Highlights; Investment Advisor Representative / Chief Investment Officer, Chief Executive Officer / DMK Advisor Group, LLC; Investment Advisor Representative / Chief Executive Officer, Chief Investment Officer; CEO; CIO; Managing Partner and Chief Investment Officer for DMG Advisor Group => Professional Highlights; Investment Advisor Representative / Chief Investment Officer, Chief Executive Officer / DMK Advisor Group, LLC; Investment Advisor Representative / Chief Executive Officer, Chief Investment Officer / Principal; CEO; CIO; Managing Partner and Chief Investment Officer for DMG Advisor Group |
| 2022-09-24 |
update person_title Stephen Kohn: null => President |
| 2022-09-24 |
update person_title Sunil Misra: Professional Highlights => Firm Principal; Professional Highlights |
| 2022-06-22 |
delete personal_emails st..@dmkadvisorgroup.com |
| 2022-06-22 |
insert personal_emails er..@dmkadvisorgroup.com |
| 2022-06-22 |
insert person Erin Baskett |
| 2022-06-22 |
update person_title Stephen Kohn: Compliance; Chief Compliance Officer => null |
| 2022-03-20 |
insert personal_emails ch..@dmkadvisorgroup.com |
| 2022-03-20 |
insert personal_emails cr..@dmkadvisorgroup.com |
| 2022-03-20 |
insert personal_emails je..@dmkadvisorgroup.com |
| 2022-03-20 |
insert personal_emails jo..@dmkadvisorgroup.com |
| 2022-03-20 |
insert personal_emails ju..@dmkadvisorgroup.com |
| 2022-03-20 |
insert personal_emails mb@aveocapital.com |
| 2022-03-20 |
insert personal_emails su..@lwp-llc.com |