COHO FINANCIAL GROUP - History of Changes


DateDescription
2024-04-05 delete personal_emails an..@cohofinancialgroup.com
2024-04-05 delete personal_emails ge..@cohofinancialgroup.com
2024-04-05 delete personal_emails mi..@cohofinancialgroup.com
2024-04-05 delete person Andra Holmstrom
2024-04-05 delete person German Baquero
2024-04-05 delete person Michael DeFrank
2024-04-05 update person_title Hunter Guthrie AAI: Wealth Advisor => Registered Investment Advisor
2024-04-05 update person_title John Andrew Willis: Licensed Insurance Agent => Registered Investment Advisor
2023-07-22 insert personal_emails ge..@cohofinancialgroup.com
2023-07-22 delete person Madison Tebow
2023-07-22 insert person German Baquero
2023-04-15 update person_title Hunter Guthrie AAI: Licensed Insurance Agent => Wealth Advisor
2023-02-27 delete personal_emails ri..@cohofinancialgroup.com
2023-02-27 delete person Richard Mohammadi
2023-01-11 delete personal_emails ha..@cohofinancialgroup.com
2023-01-11 delete person Haley Lake
2022-11-28 delete personal_emails ma..@cohofinancialgroup.com
2022-11-28 delete person Matt Witwer
2022-11-28 insert person Frank Bailey
2022-08-04 insert personal_emails mi..@cohofinancialgroup.com
2022-08-04 insert person Michael DeFrank
2022-05-30 update person_title Richard Mohammadi: Financial Advisor => Licensed Insurance Agent
2022-04-29 delete personal_emails ja..@cohofinancialgroup.com
2022-04-29 delete person Jack Mander
2022-04-29 delete person Joseph Lurtsema