| Date | Description |
|---|
| 2023-04-22 |
delete otherexecutives Brian Oberle |
| 2023-04-22 |
delete otherexecutives Eric Zehnder |
| 2023-04-22 |
delete otherexecutives Geoff Nelson |
| 2023-04-22 |
delete otherexecutives Joshua Lozow |
| 2023-04-22 |
delete svp Doug Fabian |
| 2023-04-22 |
insert managingdirector Ben Kautz |
| 2023-04-22 |
insert otherexecutives John Walker |
| 2023-04-22 |
insert otherexecutives Tim Schmidt |
| 2023-04-22 |
delete person Bethany VanDerMeid |
| 2023-04-22 |
delete person Brandon Capicotto |
| 2023-04-22 |
delete person Brian Oberle |
| 2023-04-22 |
delete person Charlene Jones |
| 2023-04-22 |
delete person Christina Hung |
| 2023-04-22 |
delete person Eric Zehnder |
| 2023-04-22 |
delete person Geoff Nelson |
| 2023-04-22 |
delete person Jack Gilligan |
| 2023-04-22 |
delete person Jeff Minc |
| 2023-04-22 |
delete person Jesse Schenck |
| 2023-04-22 |
delete person Joshua Lozow |
| 2023-04-22 |
delete person Kate DeGiorgi |
| 2023-04-22 |
delete person Michael W. Johns |
| 2023-04-22 |
delete person Sydney Kirkes |
| 2023-04-22 |
delete person Tyler Schaefer |
| 2023-04-22 |
delete person Victoria Williamson |
| 2023-04-22 |
delete person William Flanders |
| 2023-04-22 |
insert person Adam Frinsco |
| 2023-04-22 |
insert person Ally Keasler |
| 2023-04-22 |
insert person Amber Adams |
| 2023-04-22 |
insert person Anika Turc |
| 2023-04-22 |
insert person Ben Kautz |
| 2023-04-22 |
insert person Bonnie Travers |
| 2023-04-22 |
insert person Brittnae Olasehinde |
| 2023-04-22 |
insert person Candace Kinsler |
| 2023-04-22 |
insert person Charlene Maruska |
| 2023-04-22 |
insert person Chip Workman |
| 2023-04-22 |
insert person Danielle Frazier |
| 2023-04-22 |
insert person Dave Werle |
| 2023-04-22 |
insert person Dawn G. Starks |
| 2023-04-22 |
insert person Debbie Krone |
| 2023-04-22 |
insert person Dennis Jablonoski |
| 2023-04-22 |
insert person Doug Watts |
| 2023-04-22 |
insert person Ernest Neeley |
| 2023-04-22 |
insert person Evan Salter |
| 2023-04-22 |
insert person Frank Moore |
| 2023-04-22 |
insert person Gabrielle Mollick |
| 2023-04-22 |
insert person Haiden Bowman |
| 2023-04-22 |
insert person Helen Shingler |
| 2023-04-22 |
insert person Henry Cox |
| 2023-04-22 |
insert person Jack McCloskey |
| 2023-04-22 |
insert person James V. Tate |
| 2023-04-22 |
insert person Jeannette Jones |
| 2023-04-22 |
insert person Jennifer Adams |
| 2023-04-22 |
insert person Jesus Romero Enciso |
| 2023-04-22 |
insert person John Walker |
| 2023-04-22 |
insert person Jory Tracy |
| 2023-04-22 |
insert person Kathryn Beach |
| 2023-04-22 |
insert person Kevin Rainwater |
| 2023-04-22 |
insert person Kristen Revis |
| 2023-04-22 |
insert person Larry Shaw |
| 2023-04-22 |
insert person Leigh Edwards |
| 2023-04-22 |
insert person Lily Robertson |
| 2023-04-22 |
insert person Logan Donovan |
| 2023-04-22 |
insert person Maeve Schmid |
| 2023-04-22 |
insert person Meagan Blazier |
| 2023-04-22 |
insert person Merideth Gillis |
| 2023-04-22 |
insert person Michael O'Brien |
| 2023-04-22 |
insert person Michael Stros |
| 2023-04-22 |
insert person Michelle Schrag |
| 2023-04-22 |
insert person Morgan Buckridge |
| 2023-04-22 |
insert person Mychelle Malveaux |
| 2023-04-22 |
insert person Nadia Dubowyj |
| 2023-04-22 |
insert person Nancy R. Hudak |
| 2023-04-22 |
insert person Nathan Zolynsky |
| 2023-04-22 |
insert person Niki Barnes |
| 2023-04-22 |
insert person Nikki Ivins |
| 2023-04-22 |
insert person Noah Reichert |
| 2023-04-22 |
insert person Rebekah Burns |
| 2023-04-22 |
insert person Ross Hasek |
| 2023-04-22 |
insert person Ryan M. Flurer |
| 2023-04-22 |
insert person Sarah Cannon |
| 2023-04-22 |
insert person Scott Brooks |
| 2023-04-22 |
insert person Steve Cordasco |
| 2023-04-22 |
insert person Susan Feiste |
| 2023-04-22 |
insert person Suzanne Randolph |
| 2023-04-22 |
insert person Tammy Wakevainen |
| 2023-04-22 |
insert person Tim Schmidt |
| 2023-04-22 |
insert person Timothy Joseph |
| 2023-04-22 |
insert person Troy Buder |
| 2023-04-22 |
insert person William McNutt |
| 2023-04-22 |
insert person Zeke Aviles |
| 2023-04-22 |
update person_description Alan Thomson => Alan Thomson |
| 2023-04-22 |
update person_description Candace Davis => Candace Davis |
| 2023-04-22 |
update person_description Christopher Currin => Christopher Currin |
| 2023-04-22 |
update person_description Christopher S. Murphy => Christopher S. Murphy |
| 2023-04-22 |
update person_description Dale Acton => Dale Acton |
| 2023-04-22 |
update person_description David H. Levy => David H. Levy |
| 2023-04-22 |
update person_description Evan Bachman => Evan Bachman |
| 2023-04-22 |
update person_description George Herr => George Herr |
| 2023-04-22 |
update person_description Greta Fure => Greta Fure |
| 2023-04-22 |
update person_description Jack Thompson => Jack Thompson |
| 2023-04-22 |
update person_description Jake Meza => Jake Meza |
| 2023-04-22 |
update person_description Jeannie Seabaugh => Jeannie Seabaugh |
| 2023-04-22 |
update person_description Jefferson Bell => Jefferson Bell |
| 2023-04-22 |
update person_description Jenel Darland => Jenel Darland |
| 2023-04-22 |
update person_description Johannes Fure => Johannes Fure |
| 2023-04-22 |
update person_description John Howard => John Howard |
| 2023-04-22 |
update person_description John Stobbs => John Stobbs |
| 2023-04-22 |
update person_description Karin Fure => Karin Fure |
| 2023-04-22 |
update person_description Kent Davis => Kent Davis |
| 2023-04-22 |
update person_description Kristy Jordan => Kristy Jordan |
| 2023-04-22 |
update person_description Luke Jackson => Luke Jackson |
| 2023-04-22 |
update person_description Mary Jackson => Mary Jackson |
| 2023-04-22 |
update person_description Melanie Fitzgerald => Melanie Fitzgerald |
| 2023-04-22 |
update person_description Renée Pichette => Renée Pichette |
| 2023-04-22 |
update person_description Sally Toomey => Sally Toomey |
| 2023-04-22 |
update person_description Susan Travis => Susan Travis |
| 2023-04-22 |
update person_title Bradley Anderson: Associate Wealth Advisor => Wealth Advisor |
| 2023-04-22 |
update person_title Doug Fabian: Senior Vice President => Senior Vice President - Sales |
| 2023-04-22 |
update person_title Evan Bachman: Associate Financial Planner => Financial Planner |
| 2023-04-22 |
update person_title George Herr: Associate Financial Planner => Financial Planner |
| 2023-04-22 |
update person_title Kaz Woodward: Financial Planner => Associate Wealth Advisor |
| 2023-04-22 |
update person_title Nicholas Ladaga: Regional Sales Associate => Associate RVP |
| 2023-04-22 |
update person_title Scott Hancock: Client Service Specialist => Client Service Manager, Wealth Path Group |
| 2023-04-22 |
update person_title Scott Weigel: Associate Wealth Advisor => Wealth Advisor |
| 2023-04-22 |
update person_title Stella Doyle: Associate Financial Planner => Financial Planner |
| 2023-04-22 |
update person_title W. Thomas McNary: Wealth Advisor => Wealth Advisor, Director |
| 2023-02-06 |
delete chiefinvestmentofficer Donald Calcagni |
| 2023-02-06 |
delete otherexecutives Chris Jameson |
| 2023-02-06 |
delete person Alan C. Hewitt |
| 2023-02-06 |
delete person Amy Ruffing |
| 2023-02-06 |
delete person Anne Arnaud |
| 2023-02-06 |
delete person Barbara Barreca |
| 2023-02-06 |
delete person Brittnae Olasehinde |
| 2023-02-06 |
delete person Candace Abrams |
| 2023-02-06 |
delete person Chris Jameson |
| 2023-02-06 |
delete person Donald Calcagni |
| 2023-02-06 |
delete person Emelyne Seh |
| 2023-02-06 |
delete person Florence Fuller Child |
| 2023-02-06 |
delete person Greg Alger |
| 2023-02-06 |
delete person Henry Cox |
| 2023-02-06 |
delete person Jacques Jagr |
| 2023-02-06 |
delete person Jesus Romero Enciso |
| 2023-02-06 |
delete person Jill Jeter |
| 2023-02-06 |
delete person Josette Hewitt |
| 2023-02-06 |
delete person Judy McNary |
| 2023-02-06 |
delete person Katherine Sotiroff |
| 2023-02-06 |
delete person Logan Donovan |
| 2023-02-06 |
delete person Maeve Schmid |
| 2023-02-06 |
delete person Mari Adam |
| 2023-02-06 |
delete person Matthew Truckner |
| 2023-02-06 |
delete person Morgan Buckridge |
| 2023-02-06 |
delete person Rebekah Burns |
| 2023-02-06 |
delete person Sandra Mitchell |
| 2023-02-06 |
delete person Will Lupfer |
| 2023-02-06 |
delete person William McNutt |
| 2023-02-06 |
delete person William Sands |
| 2023-02-06 |
delete person Zeke Aviles |
| 2023-02-06 |
insert person Charlene Jones |
| 2023-02-06 |
update person_description Amber Tanksley => Amber Tanksley |
| 2023-02-06 |
update person_description Andra Reason => Andra Reason |
| 2023-02-06 |
update person_description Ben Rowse => Ben Rowse |
| 2023-02-06 |
update person_description Bennet Thonakkara => Bennet Thonakkara |
| 2023-02-06 |
update person_description Brian Abatemarco => Brian Abatemarco |
| 2023-02-06 |
update person_description Brian Sullivan => Brian Sullivan |
| 2023-02-06 |
update person_description Brittany Doyle => Brittany Doyle |
| 2023-02-06 |
update person_description Cameron Willcox => Cameron Willcox |
| 2023-02-06 |
update person_description Carl Larimore => Carl Larimore |
| 2023-02-06 |
update person_description Chase Carmichael => Chase Carmichael |
| 2023-02-06 |
update person_description Chelsy Nikolish => Chelsy Nikolish |
| 2023-02-06 |
update person_description Christina Hung => Christina Hung |
| 2023-02-06 |
update person_description Christopher S. Murphy => Christopher S. Murphy |
| 2023-02-06 |
update person_description Chuck Breuch => Chuck Breuch |
| 2023-02-06 |
update person_description Craig Marrs => Craig Marrs |
| 2023-02-06 |
update person_description Dane Sauer => Dane Sauer |
| 2023-02-06 |
update person_description Danny Polyakov => Danny Polyakov |
| 2023-02-06 |
update person_description David E. Gardner => David E. Gardner |
| 2023-02-06 |
update person_description David H. Levy => David H. Levy |
| 2023-02-06 |
update person_description Dean R. Murray => Dean R. Murray |
| 2023-02-06 |
update person_description Doug Fabian => Doug Fabian |
| 2023-02-06 |
update person_description Douglas Gilbert => Douglas Gilbert |
| 2023-02-06 |
update person_description Edward Dunphy => Edward Dunphy |
| 2023-02-06 |
update person_description Eric Anderson => Eric Anderson |
| 2023-02-06 |
update person_description Eric Zehnder => Eric Zehnder |
| 2023-02-06 |
update person_description Erica Weiser => Erica Weiser |
| 2023-02-06 |
update person_description G. Carl Mahler => G. Carl Mahler |
| 2023-02-06 |
update person_description G. Merrick Estes => G. Merrick Estes |
| 2023-02-06 |
update person_description Geoff Nelson => Geoff Nelson |
| 2023-02-06 |
update person_description Glen Minton => Glen Minton |
| 2023-02-06 |
update person_description Heather Jenkins Capps => Heather Jenkins Capps |
| 2023-02-06 |
update person_description James Taylor => James Taylor |
| 2023-02-06 |
update person_description James Todd => James Todd |
| 2023-02-06 |
update person_description Jeff Bilberry => Jeff Bilberry |
| 2023-02-06 |
update person_description Jeff Kacal => Jeff Kacal |
| 2023-02-06 |
update person_description Jeff Katz => Jeff Katz |
| 2023-02-06 |
update person_description Jeff Minc => Jeff Minc |
| 2023-02-06 |
update person_description JoAnn Ferradino => JoAnn Ferradino |
| 2023-02-06 |
update person_description Jody Wyatt => Jody Wyatt |
| 2023-02-06 |
update person_description Joel Lange => Joel Lange |
| 2023-02-06 |
update person_description John Voralik => John Voralik |
| 2023-02-06 |
update person_description Kaz Woodward => Kaz Woodward |
| 2023-02-06 |
update person_description Kevin Dillon => Kevin Dillon |
| 2023-02-06 |
update person_description Kevin Jack => Kevin Jack |
| 2023-02-06 |
update person_description Kristen Comeau => Kristen Comeau |
| 2023-02-06 |
update person_description Laura Combs => Laura Combs |
| 2023-02-06 |
update person_description Laura Rowley => Laura Rowley |
| 2023-02-06 |
update person_description Laura Thompson => Laura Thompson |
| 2023-02-06 |
update person_description Lorenzo Riley => Lorenzo Riley |
| 2023-02-06 |
update person_description Marc A. Normann => Marc A. Normann |
| 2023-02-06 |
update person_description Matt Cook => Matt Cook |
| 2023-02-06 |
update person_description Melissa Allen => Melissa Allen |
| 2023-02-06 |
update person_description Michael W. Johns => Michael W. Johns |
| 2023-02-06 |
update person_description Nicholas Campbell => Nicholas Campbell |
| 2023-02-06 |
update person_description Nicholas Ladaga => Nicholas Ladaga |
| 2023-02-06 |
update person_description Nicole Mosley => Nicole Mosley |
| 2023-02-06 |
update person_description Patrick T. Moore => Patrick T. Moore |
| 2023-02-06 |
update person_description Ramsey Zreik => Ramsey Zreik |
| 2023-02-06 |
update person_description Renée Pichette => Renée Pichette |
| 2023-02-06 |
update person_description Rich Davtyan => Rich Davtyan |
| 2023-02-06 |
update person_description Rodney Alvarado => Rodney Alvarado |
| 2023-02-06 |
update person_description Ron Kibbe => Ron Kibbe |
| 2023-02-06 |
update person_description Ryan Frankel => Ryan Frankel |
| 2023-02-06 |
update person_description Sam Khan => Sam Khan |
| 2023-02-06 |
update person_description Scott Hancock => Scott Hancock |
| 2023-02-06 |
update person_description Scott Kays => Scott Kays |
| 2023-02-06 |
update person_description Scott Weigel => Scott Weigel |
| 2023-02-06 |
update person_description Susan Travis => Susan Travis |
| 2023-02-06 |
update person_description Susy Gibo => Susy Gibo |
| 2023-02-06 |
update person_description Sydney Kirkes => Sydney Kirkes |
| 2023-02-06 |
update person_description Todd LaLuzerne => Todd LaLuzerne |
| 2023-02-06 |
update person_description W. Thomas McNary => W. Thomas McNary |
| 2023-02-06 |
update person_title Alan E. Hewitt: Client Advisor and Branch Manager; Member of the Your Camarillo Team => Wealth Advisor |
| 2023-02-06 |
update person_title Jake Meza: Member of the Your Bloomington Team; Associate Financial Planner => Financial Planner |
| 2022-11-24 |
delete otherexecutives Veronica Rubio |
| 2022-11-24 |
insert otherexecutives Joshua Lozow |
| 2022-11-24 |
insert president Daniel Gourvitch |
| 2022-11-24 |
delete person Benton Rowse |
| 2022-11-24 |
delete person Charlene Jones |
| 2022-11-24 |
delete person Erin Neece |
| 2022-11-24 |
delete person Haley Griffin |
| 2022-11-24 |
delete person Jack Bruno |
| 2022-11-24 |
delete person Jennifer Gray |
| 2022-11-24 |
delete person Kathy Cain |
| 2022-11-24 |
delete person Kira Baffi |
| 2022-11-24 |
delete person Stephanie Fernandes |
| 2022-11-24 |
delete person Veronica Rubio |
| 2022-11-24 |
delete person Wendy Murphy |
| 2022-11-24 |
insert person Alex Gianelli |
| 2022-11-24 |
insert person Amber Tanksley |
| 2022-11-24 |
insert person Anna Kovalev |
| 2022-11-24 |
insert person Anne Arnaud |
| 2022-11-24 |
insert person Ashley Felton |
| 2022-11-24 |
insert person Barbara Barreca |
| 2022-11-24 |
insert person Barbara Padilla |
| 2022-11-24 |
insert person Ben Rowse |
| 2022-11-24 |
insert person Blake Parker |
| 2022-11-24 |
insert person Brent Singleton |
| 2022-11-24 |
insert person Candace Davis |
| 2022-11-24 |
insert person Cecilia Gutierrez |
| 2022-11-24 |
insert person Connor Nagelvoort |
| 2022-11-24 |
insert person Dale Acton |
| 2022-11-24 |
insert person Dale Hawthorne |
| 2022-11-24 |
insert person Daniel Gourvitch |
| 2022-11-24 |
insert person David Fure |
| 2022-11-24 |
insert person DeAnna Bochno |
| 2022-11-24 |
insert person Dean Young |
| 2022-11-24 |
insert person Deborah Parker |
| 2022-11-24 |
insert person Dena Livingston |
| 2022-11-24 |
insert person Dennis Heim |
| 2022-11-24 |
insert person Derek DeMars |
| 2022-11-24 |
insert person Eric Frampton |
| 2022-11-24 |
insert person Ethan Wallace |
| 2022-11-24 |
insert person Evan Bachman |
| 2022-11-24 |
insert person Evan Kennedy |
| 2022-11-24 |
insert person Greta Fure |
| 2022-11-24 |
insert person Haiden Bowman |
| 2022-11-24 |
insert person Henry Cox |
| 2022-11-24 |
insert person Holly Gray |
| 2022-11-24 |
insert person Jack Thompson |
| 2022-11-24 |
insert person Jake Meza |
| 2022-11-24 |
insert person Jeff Bilberry |
| 2022-11-24 |
insert person Jenel Darland |
| 2022-11-24 |
insert person Jessica Livingston |
| 2022-11-24 |
insert person Johannes Fure |
| 2022-11-24 |
insert person Jonathan Stirneman |
| 2022-11-24 |
insert person Jonathan Vance |
| 2022-11-24 |
insert person Jonathon Betze |
| 2022-11-24 |
insert person Joseph Banks |
| 2022-11-24 |
insert person Joshua Brookins |
| 2022-11-24 |
insert person Joshua Lozow |
| 2022-11-24 |
insert person Joy De Pasquale |
| 2022-11-24 |
insert person Karen Rosen |
| 2022-11-24 |
insert person Karin Fure |
| 2022-11-24 |
insert person Kaz Woodward |
| 2022-11-24 |
insert person Kimberly Maxwell |
| 2022-11-24 |
insert person Krista-Arlene Palakiko |
| 2022-11-24 |
insert person Laurel Portman |
| 2022-11-24 |
insert person Lenda Sandoval |
| 2022-11-24 |
insert person Liliana Huerta |
| 2022-11-24 |
insert person Lina Burlaka |
| 2022-11-24 |
insert person Lisa Pastushok |
| 2022-11-24 |
insert person Luke Mazariegos |
| 2022-11-24 |
insert person Marcus Cooper |
| 2022-11-24 |
insert person Marissa Nece |
| 2022-11-24 |
insert person Mark Cunningham |
| 2022-11-24 |
insert person Mark Ericson |
| 2022-11-24 |
insert person Mathew Carrigy |
| 2022-11-24 |
insert person Melissa McCabe |
| 2022-11-24 |
insert person Michael Raidt |
| 2022-11-24 |
insert person Monica Wyse |
| 2022-11-24 |
insert person Nick Jensen |
| 2022-11-24 |
insert person Nick McDowell |
| 2022-11-24 |
insert person Olivia Manning |
| 2022-11-24 |
insert person Rasheed Jarmon |
| 2022-11-24 |
insert person Sally Toomey |
| 2022-11-24 |
insert person Sanley J. DePasquale |
| 2022-11-24 |
insert person Sarah Tenhundfeld |
| 2022-11-24 |
insert person Scott Berkson |
| 2022-11-24 |
insert person Stacy Reen |
| 2022-11-24 |
insert person Steve Berkson |
| 2022-11-24 |
insert person Taylor Merriman |
| 2022-11-24 |
insert person Tom Lacock |
| 2022-11-24 |
insert person Victoria Williamson |
| 2022-11-24 |
update person_title Charlene Maruska: Client Service Specialist => Regional Service Manager |
| 2022-11-24 |
update person_title Christopher Blakely: Financial Planner => Associate Wealth Advisor |
| 2022-11-24 |
update person_title Christopher S. Murphy: Financial Planner => Associate Wealth Advisor |
| 2022-11-24 |
update person_title David Simpson: Portfolio Manager => Senior Investment Strategist |
| 2022-11-24 |
update person_title Dedrick Lee II: Senior Legal Assistant => Lead, Sr. Legal Assistant |
| 2022-11-24 |
update person_title Dionisio Meneses: Associate; Advisor => Associate Wealth Advisor |
| 2022-11-24 |
update person_title Drew Harper: Wealth Advisor => Senior Wealth Advisor |
| 2022-11-24 |
update person_title Eunice Kim: Associate Wealth Advisor => Financial Planner |
| 2022-11-24 |
update person_title Harrison Fant: Wealth Advisor => Senior Wealth Advisor |
| 2022-11-24 |
update person_title James Telfer: Financial Planner => Associate Wealth Advisor |
| 2022-11-24 |
update person_title Jeff Giguere: Associate Wealth Advisor => Wealth Advisor |
| 2022-11-24 |
update person_title Jeff Minc: Financial Planner; Member of the Your Camarillo Team => Associate Wealth Advisor; Member of the Your Camarillo Team |
| 2022-11-24 |
update person_title Jordan Cowart: Associate Wealth Advisor => Wealth Advisor |
| 2022-11-24 |
update person_title Korina Kaio-Maddox: Client Service Specialist => Associate Financial Planner |
| 2022-11-24 |
update person_title Kristina Gillis-Phelps: Member of the Your Midlothian Team; Portfolio Operations Specialist => Client Service Specialist; Member of the Your Midlothian Team |
| 2022-11-24 |
update person_title Kyndal Howard: Client Service Specialist => Financial Planner |
| 2022-11-24 |
update person_title Logan Donovan: Associate Financial Planner => Financial Planner |
| 2022-11-24 |
update person_title Michael Snider: Associate Wealth Advisor => Wealth Advisor |
| 2022-11-24 |
update person_title Nicholas Cathcart: Senior Tax Associate => Tax Manager |
| 2022-11-24 |
update person_title Paul Petrosino: Senior Tax Advisor => Tax Manager |
| 2022-11-24 |
update person_title Rich Davtyan: Member of the Your Beverly Hills Team; Associate Wealth Advisor => Member of the Your Beverly Hills Team; Wealth Advisor |
| 2022-11-24 |
update person_title Stefen Donohue: Client Service Specialist => Associate Financial Planner |
| 2022-11-24 |
update person_title Zeke Aviles: Financial Planner => Associate Wealth Advisor |