| Date | Description |
|---|
| 2024-06-03 |
delete person Dylan Oliva |
| 2024-06-03 |
insert person Cheri Haines |
| 2024-06-03 |
insert person Cynthia Smachetti |
| 2024-06-03 |
insert person Donald Blauner |
| 2024-06-03 |
insert person Eric Abrahamian |
| 2024-06-03 |
insert person Heather Brockhurst |
| 2024-06-03 |
update person_title Katie A. Yudin: Executive Assistant; Client Service Associate => Executive Assistant |
| 2024-06-03 |
update person_title Mark T. Petersen: Chief Operating Officer; CCO; Financial Advisor; Chief Compliance Officer => Chief Operating Officer; CCO; Chief Compliance Officer |
| 2023-08-29 |
insert person Jessica A. Saunders |
| 2023-06-25 |
insert cco Mark T. Petersen |
| 2023-06-25 |
delete person Jordan D. Hubbs |
| 2023-06-25 |
update person_title Mark T. Petersen: Chief Operating Officer; Chief Compliance Officer => Chief Operating Officer; CCO; Financial Advisor; Chief Compliance Officer |
| 2023-05-25 |
delete person Brooke T. Coffey |
| 2023-05-25 |
insert person Brooke T. Karren |
| 2023-03-06 |
insert person Jeremy M. Leibowitz |
| 2023-03-06 |
insert person Mack Herrera |
| 2023-02-03 |
insert person Stephanie Asmar |
| 2023-02-03 |
update person_title Brooke T. Coffey: Executive Assistant => Operations Manager; Executive Assistant |
| 2023-02-03 |
update person_title Elizabeth Maddox: Executive Assistant => Executive Assistant; Client Service Associate |
| 2023-02-03 |
update person_title Jerry R. Citarella: Financial Advisor; Financial Advisor Mpetersen332123 2022 - 06 - 24T23 => Financial Advisor; Financial Advisor Mpetersen332123 2023 - 01 - 23T17 |
| 2023-02-03 |
update person_title Katie A. Yudin: Executive Assistant => Executive Assistant; Client Service Associate |
| 2023-01-02 |
insert person Rick Weiss |
| 2022-11-30 |
insert person Rafiq A. Wiley |
| 2022-10-30 |
insert person Jennifer C. Brown |
| 2022-10-30 |
insert person Jordan D. Hubbs |
| 2022-09-28 |
update person_title Mark T. Petersen: Chief Operating Officer => Chief Operating Officer; Chief Compliance Officer |
| 2022-08-25 |
insert person Elizabeth Maddox |
| 2022-08-25 |
insert person Peter A. Shuper |
| 2022-08-25 |
update person_title Jerry R. Citarella: Financial Advisor Mpetersen332123 2022 - 03 - 21T21; Financial Advisor => Financial Advisor; Financial Advisor Mpetersen332123 2022 - 06 - 24T23 |
| 2022-06-24 |
delete person Jason Stein |
| 2022-05-24 |
update person_title Kieran T. Wong: Financial Advisor Mpetersen332123 2022 - 03 - 18T21; Financial Advisor => Financial Advisor; Financial Advisor Mpetersen332123 2022 - 04 - 25T15 |
| 2022-04-22 |
insert person Jason Stein |
| 2022-04-22 |
update person_title Fred M. Wachtel: Financial Advisor Mpetersen332123 2022 - 02 - 09T19; Financial Advisor => Financial Advisor Mpetersen332123 2022 - 03 - 21T21; Financial Advisor |
| 2022-04-22 |
update person_title Jerry R. Citarella: Financial Advisor Mpetersen332123 2022 - 02 - 09T18; Financial Advisor => Financial Advisor Mpetersen332123 2022 - 03 - 21T21; Financial Advisor |