| Date | Description |
|---|
| 2024-04-05 |
delete person Morgan Gilreath |
| 2024-04-05 |
delete person Tyler Slating |
| 2024-04-05 |
insert person Harry Bowman |
| 2024-04-05 |
insert person Hunter Washington |
| 2024-04-05 |
insert person Morgan Slating |
| 2024-04-05 |
insert person Stephen Bridger |
| 2024-04-05 |
update person_title Andrew Carnegie: Registered Representative => Financial Planner |
| 2024-04-05 |
update person_title Cathy Odish: Financial Planner => Associate; LPL Financial Planner |
| 2023-06-17 |
update person_title Ryan Crue: Administrative Assistant => Financial Planner |
| 2022-09-01 |
delete person Nick Holton |