| Date | Description |
|---|
| 2024-04-03 |
insert coo C.J. Ranelli |
| 2024-04-03 |
insert email dr..@wrswealth.com |
| 2024-04-03 |
insert email hw..@wrswealth.com |
| 2024-04-03 |
insert email pl..@wrswealth.com |
| 2024-04-03 |
insert email ps..@wrswealth.com |
| 2024-04-03 |
insert email zh..@wrswealth.com |
| 2024-04-03 |
insert person Derik Ronci |
| 2024-04-03 |
insert person Harry Wollet |
| 2024-04-03 |
insert person Parker Lyons |
| 2024-04-03 |
insert person Parker Sherry |
| 2024-04-03 |
insert person Zach Howard |
| 2024-04-03 |
update person_title Ashlee Barth: Staff Member => Registered Representative |
| 2024-04-03 |
update person_title C.J. Ranelli: Assistant to Rich Sacui and Tom Klim => Director of Operations |
| 2023-04-25 |
delete email mk..@wrswealth.com |
| 2023-04-25 |
delete person Molly Kale |
| 2023-04-25 |
insert email ab..@wrswealth.com |
| 2023-04-25 |
insert person Ashlee Barth |