| Date | Description |
|---|
| 2022-12-06 |
delete managingdirector Ann Marie Novar |
| 2022-12-06 |
delete person Ann Marie Novar |
| 2022-12-06 |
update person_description Brian Dress => Brian Dress |
| 2022-12-06 |
update person_description Marina Solomon => Marina Solomon |
| 2022-02-18 |
delete person Janice Quek |
| 2022-02-18 |
delete person Mark Hines |
| 2022-02-18 |
update person_description Freddy Garcia CFP => Freddy Garcia |
| 2022-02-18 |
update person_title Brian Dress: Investment Analyst; Director of Research => Investment Advisor; Director of Research |