| Date | Description |
|---|
| 2024-03-15 |
delete email db..@woodforestwealth.com |
| 2024-03-15 |
delete email jo..@woodforestwealth.com |
| 2024-03-15 |
delete email ke..@raymondjames.com |
| 2024-03-15 |
delete email pl..@woodforestwealth.com |
| 2024-03-15 |
delete person Darren Bobley |
| 2024-03-15 |
delete person Jerry Orebaugh |
| 2024-03-15 |
delete person Kenneth J Hajdik |
| 2024-03-15 |
delete person Paul J Lancaster, Jr |
| 2024-03-15 |
insert email am..@woodforestwealth.com |
| 2024-03-15 |
insert email dg..@woodforestwealth.com |
| 2024-03-15 |
insert email kr..@woodforestwealth.com |
| 2024-03-15 |
insert email lk..@woodforestwealth.com |
| 2024-03-15 |
insert email mm..@woodforestwealth.com |
| 2024-03-15 |
insert email ps..@woodforestwealth.com |
| 2024-03-15 |
insert email tp..@woodforestwealth.com |
| 2024-03-15 |
insert person Kandyce Russell |
| 2024-03-15 |
insert person Morgan Murdock |
| 2023-08-23 |
delete email dd..@woodforestwealth.com |
| 2023-08-23 |
delete person David Deveau |
| 2023-08-23 |
insert email sc..@woodforestwealth.com |
| 2023-08-23 |
insert person Erica Walker |
| 2023-08-23 |
insert person Hayley Cummings |
| 2023-08-23 |
insert person Stacie Coleman |
| 2023-07-20 |
insert email kh..@woodforestwealth.com |
| 2023-07-20 |
insert person Kym Harris |
| 2023-07-20 |
update person_title Dana Gleinser: Client Service Coordinator, WWS Senior Registered Associate, RJFS; Member of the Service Associates & Staff => Member of the Service Associates & Staff; Client Service Coordinator, WWS Senior Registered Client Service Associate, RJFS |
| 2023-05-07 |
delete person Mary Bruch |
| 2023-05-07 |
insert email dc..@woodforestwealth.com |
| 2023-05-07 |
insert email ke..@raymondjames.com |
| 2023-05-07 |
insert person David Carbajal |
| 2023-05-07 |
insert person Kenneth J Hajdik |
| 2023-05-07 |
update person_description Fred Greene => Fred Greene |
| 2023-05-07 |
update person_description Rudy Wentzler => Rudy Wentzler |
| 2023-05-07 |
update person_title Fred Greene: Executive Vice President, WWS Financial Advisor & Portfolio Manager, RJ => Senior Partner of Greene Wentzler Wealth; Executive Vice President, WWS Private Wealth Advisor & Portfolio Manager, RJFS |
| 2023-04-05 |
delete person Teresa Starr |
| 2023-04-05 |
update person_title Darren Bobley: Senior Vice President, WWS Financial Advisor, RJFS => CFP® Senior Vice President, WWS Financial Advisor, RJFS |
| 2023-04-05 |
update person_title Raymond James: Financial Services Chairman; Financial Services Executive Council 2016 - 2020 2 => Financial Services Chairman; Financial Services Executive Council 2016 - 2020 2; Practice Intelligence Advisory Council |
| 2022-12-31 |
insert email dd..@woodforestwealth.com |
| 2022-12-31 |
insert person David Deveau |
| 2022-12-31 |
update person_title Darren Bobley CFP: CFP® Senior Vice President, WWS Financial Advisor, RJFS => Senior Vice President, WWS Financial Advisor, RJFS |
| 2022-09-26 |
update person_title Patti Seefeldt: Member of the Service Associates & Staff; Vice President, WWS Marketing Manager, RJFS => Member of the Service Associates & Staff; Senior Vice President, WWS Marketing Manager, RJFS |
| 2022-07-25 |
delete person Sherry Rose |
| 2022-07-25 |
insert person Wendy Allen |
| 2022-05-23 |
insert email st..@woodforestwealth.com |
| 2022-05-23 |
insert person Steven Tucker |
| 2022-04-21 |
update person_title Laurie McLaughlin: Vice President, WWS Branch Manager, RJFS => Senior Vice President, WWS Branch Manager, RJFS |