| Date | Description |
|---|---|
| 2024-03-21 | insert person Jarnah Turner |
| 2024-03-21 | update person_description Sam Morris => Sam Morris |
| 2024-03-21 | update person_title Sam Morris: ASSOCIATE ADVISER => ASSOCIATE ADVISER; Investment Analyst |
| 2023-06-24 | update person_description Sam Morris => Sam Morris |
| 2022-10-30 | update person_description Donna Nicolof => Donna Nicolof |
| 2022-09-28 | insert person John Bradley |
| 2022-07-27 | delete otherexecutives Melissa Platt |
| 2022-07-27 | delete person Melissa Platt |