| Date | Description |
|---|
| 2023-10-12 |
insert personal_emails st..@panoramicfs.com |
| 2023-10-12 |
insert person Steve Ross |
| 2023-04-19 |
insert otherexecutives Tim Wiese |
| 2023-04-19 |
update person_description Fara Kearnes => Fara Kearnes |
| 2023-04-19 |
update person_description Katie O'Leary => Katie O'Leary |
| 2023-04-19 |
update person_title Fara Kearnes: Administrative Assistant => LPL Registered Administrative Associate |
| 2023-04-19 |
update person_title Katie O'Leary: LPL Registered Sales Associate => Wealth Management Advisor |
| 2023-04-19 |
update person_title Teresa McEldowney: Administrative Assistant => Administrative Associate |
| 2023-04-19 |
update person_title Tim Wiese: Director of Marketing => Director of Business Development; Director of Marketing |
| 2023-03-08 |
delete personal_emails mi..@panoramicfs.com |
| 2023-03-08 |
delete person Michael Troyer |