IVY WEALTH - History of Changes


DateDescription
2024-04-02 delete otherexecutives Paul Blas
2024-04-02 delete person Adaeze Jonathan
2024-04-02 delete person Paul Blas
2024-04-02 delete person Sherika Rodgers
2024-04-02 insert person Anna Kate
2024-04-02 insert person Christian Estrada
2024-04-02 insert person Daniel Drabinski
2024-04-02 insert person Noah Ozgo
2024-04-02 insert person Ryan Hill
2024-04-02 update person_title Cody Cabler: Financial Planning Assistant => Financial Planning Associate
2023-07-09 insert chiefinvestmentofficer Robin Skillingberg
2023-07-09 insert cmo Megan McElaney
2023-07-09 insert otherexecutives Paul Blas
2023-07-09 delete person Katelyn Nickel
2023-07-09 insert person Adaeze Jonathan
2023-07-09 insert person Cody Cabler
2023-07-09 insert person Jennifer Talbot
2023-07-09 insert person Judi Oginsky
2023-07-09 insert person Megan McElaney
2023-07-09 insert person Michael Cogliano
2023-07-09 insert person Michael Muncy
2023-07-09 insert person Paul Blas
2023-07-09 insert person Robin Skillingberg
2023-07-09 insert person Sherika Rodgers
2023-07-09 insert person Vince Synan
2023-07-09 update person_description Catherine Patrick => Catherine Patrick
2022-11-04 delete person Kendall Gillen