| Date | Description |
|---|
| 2023-07-29 |
update person_description Jenny Boyle => Jenny Boyle |
| 2023-05-26 |
insert address 2825 E Cottonwood Pkwy. Suite 500
Cottonwood Heights, UT 84121 |
| 2023-05-26 |
insert person Christine Wang |
| 2023-05-26 |
insert person Devin Pope |
| 2023-05-26 |
update person_title Jenny Boyle: Client Relationship Manager => Associate; Advisor |
| 2023-01-04 |
insert managingdirector Dan Weeks |
| 2023-01-04 |
insert person Dan Weeks |
| 2023-01-04 |
insert person Jenny Boyle |
| 2022-08-02 |
insert person Michelle L. Price |
| 2022-08-02 |
insert person Samuel B. Stacey |