| Date | Description |
|---|---|
| 2024-05-25 | insert person Christopher Louney |
| 2024-03-09 | insert person HK Lee |
| 2024-03-09 | insert person Hailey Motherwell |
| 2023-05-21 | update person_title Amanda Heinrick: Associate => Associate; Associate Advisor & Financial Planner; Financial Planner; Advisor |