| Date | Description |
|---|
| 2023-09-27 |
delete cfo Peter Somich |
| 2023-09-27 |
delete coo Jeanne Owens |
| 2023-09-27 |
delete person Bowman "Rye" Thayer |
| 2023-09-27 |
delete person Chia Yang |
| 2023-09-27 |
delete person Erica Lyall |
| 2023-09-27 |
delete person Heidi Clark |
| 2023-09-27 |
delete person Keith Andreasen |
| 2023-09-27 |
delete person Millicent Carter |
| 2023-09-27 |
delete person Molly Rimes |
| 2023-09-27 |
delete person Sherry Davis |
| 2023-09-27 |
delete person Terry Redman |
| 2023-09-27 |
delete person Tom Kennedy |
| 2023-09-27 |
delete person Will Benner |
| 2023-09-27 |
delete person William (Bill) McGowan |
| 2023-09-27 |
delete person Zach Palmer |
| 2023-09-27 |
insert person Mollie Swann |
| 2023-09-27 |
update person_title Aminah Miller: Client Service Associate => Client Operations Associate |
| 2023-09-27 |
update person_title Ashley Santos: Senior Client Service Advisor => Senior Client Service Specialist |
| 2023-09-27 |
update person_title Doug Bazley: Financial Advisor; Advisory Team => Financial Advisor; Advisory Support |
| 2023-09-27 |
update person_title Jeanne Owens: Principal; Member of the Leadership Team; Director of Operations => Member of the Leadership Team; Director of Operations & Integration, Principal |
| 2023-09-27 |
update person_title Julie Wilkerson: Tax Specialist; Advisory Team => Advisory Support |
| 2023-09-27 |
update person_title Karen Augliera: Planning Associate; Advisory Team => Advisory Team |
| 2023-09-27 |
update person_title Kathleen M. Scala: Advisory Support => Client Service |
| 2023-09-27 |
update person_title Leslie A. Young: Advisory Support => Client Service |
| 2023-09-27 |
update person_title Michael George: Senior Planning Associate; Advisory Team => Advisory Support |
| 2023-09-27 |
update person_title Peter Somich: Principal; Director of Finance => Director of Mergers & Acquisitions, Principal |
| 2023-09-27 |
update person_title Robert D. Siefert: Advisory Support; Wealth Manager, Principal => Client Service; Wealth Manager, Principal |
| 2023-09-27 |
update person_title Ryan L. Pope: Wealth Manager, Principal; Advisory Team => Advisory Support; Wealth Manager, Principal |
| 2022-08-23 |
insert person Alana Watson |
| 2022-08-23 |
insert person Matthew Orecchio |
| 2022-07-24 |
insert chro Laurie A. Vitali |
| 2022-07-24 |
insert person Laurie A. Vitali |
| 2022-05-02 |
delete person Julie Rial |
| 2022-02-13 |
delete person Jenny Wayas |
| 2022-02-13 |
delete person Joe Casper |
| 2022-02-13 |
insert person Stacey Dougherty |
| 2022-02-13 |
update person_title Carol Johnson: Client Service Associate => Client Service Advisor |
| 2022-02-13 |
update person_title Jeanne Owens: Director of Operations; Leader => Principal; Director of Operations; Leader |
| 2022-02-13 |
update person_title Salome A. Rose: Client Service Associate => Client Service Advisor |
| 2021-07-08 |
insert person Bowman "Rye" Thayer |
| 2021-04-27 |
update person_title Patrick D. Melvin: Senior Planning Associate => Financial Advisor |
| 2021-02-06 |
delete person David McCollum |
| 2021-02-06 |
delete person Josh Connell |
| 2021-02-06 |
insert person Jenny Wayas |
| 2021-02-06 |
insert person Rakhee Gor |
| 2021-02-06 |
update person_title Joy Zaykoski: Marketing Associate => Senior Marketing Associate |
| 2020-04-29 |
insert person Aaron Mellman |
| 2020-02-28 |
insert chro Noemi Perez |
| 2020-02-28 |
insert coo Jeanne Owens |
| 2020-02-28 |
update person_title Jeanne Owens: Leader; Senior Business Analyst => Director of Operations; Leader |
| 2020-02-28 |
update person_title John Foligno: Business Strategy Specialist => Financial Advisor |
| 2020-02-28 |
update person_title Lorraine Mohan: Client Service Advisor => Senior Client Service Advisor |
| 2020-02-28 |
update person_title Noemi Perez: Human Resources Manager => Director of Human Resources |
| 2019-11-28 |
update person_description Jeanne Owens => Jeanne Owens |
| 2019-11-28 |
update person_title Jeanne Owens: Senior Business Analyst => Leader; Senior Business Analyst |
| 2019-09-19 |
delete person Micala Demchak |
| 2019-09-19 |
delete person Samuel Russell |
| 2019-08-19 |
delete person Brandy K. Wright |
| 2019-08-19 |
delete person Heather Phillips |
| 2019-08-19 |
insert person Heather Govic |
| 2019-08-19 |
insert person J. Dawson Fielding |
| 2019-08-19 |
insert person Zach Palmer |
| 2019-05-26 |
delete person Kieran E. Rooney |
| 2019-05-26 |
delete person Lucy Blough APMA |
| 2019-05-26 |
update person_description Bradley S. Hilton => Bradley S. Hilton |
| 2019-04-22 |
delete person Janice A. McGunnigle |
| 2018-09-10 |
delete person Doreth Goodall FPQP |
| 2018-09-10 |
delete person Greg Plechner |
| 2018-09-10 |
delete person Lisa A. Mallia |
| 2018-09-10 |
delete person Missie Beach |
| 2018-09-10 |
insert person David McCollum |
| 2018-09-10 |
insert person Matthew Stack |
| 2018-09-10 |
insert person Peter J. McKenna |
| 2018-09-10 |
insert person Samuel Russell |
| 2018-09-10 |
insert person Shardae Jobson |
| 2018-09-10 |
update person_description Jeanne Owens => Jeanne Owens |
| 2018-09-10 |
update person_description Kate Guider => Kate Guider |
| 2018-09-10 |
update person_description Kathleen M. Scala => Kathleen M. Scala |
| 2018-09-10 |
update person_description Michael P. Rose => Michael P. Rose |
| 2018-09-10 |
update person_description Noemi Perez => Noemi Perez |
| 2018-09-10 |
update person_description Peter Somich => Peter Somich |
| 2018-09-10 |
update person_title Alicia Powers: Client Service Associate => Client Service Advisor |
| 2018-09-10 |
update person_title Ashley Santos: Client Service Associate => Client Service Advisor |
| 2018-09-10 |
update person_title Bryan Burchette: Information Technology Manager => Technology Manager |
| 2018-09-10 |
update person_title Jeanne Owens: Operations Manager => Senior Business Analyst |
| 2018-09-10 |
update person_title Kate Guider: Associate; Operations Associate => Associate; Human Resources Associate |
| 2018-09-10 |
update person_title Lauren Schwartz: Client Service Associate => Client Service Advisor |
| 2018-09-10 |
update person_title Lorraine Mohan: Client Service Associate => Client Service Advisor |
| 2018-09-10 |
update person_title Micala Demchak: Client Service Associate => Client Service Advisor |
| 2018-09-10 |
update person_title Michael P. Rose: Financial Advisor => Senior Financial Advisor |
| 2018-09-10 |
update person_title Noemi Perez: Office Manager => Human Resources Manager |
| 2018-09-10 |
update person_title Peter Somich: Investment Analyst => Principal & Wealth Manager; Senior Investment Analyst |
| 2018-09-10 |
update person_title Robin Townshend: Client Service Associate => Client Service Advisor |
| 2018-03-07 |
delete person Beth Wozniak |
| 2018-03-07 |
delete person Brian F. Sheahen |
| 2018-03-07 |
delete person James Scheu |
| 2018-03-07 |
delete person Joy Rannels |
| 2018-03-07 |
delete person Mollie Korenstein |
| 2018-03-07 |
insert person Brett Caldwell |
| 2018-03-07 |
insert person Bryan Burchette |
| 2018-03-07 |
insert person Carol Johnson |
| 2018-03-07 |
insert person Josh Connell |
| 2018-03-07 |
insert person Joy Zaykoski |
| 2018-03-07 |
insert person Robert Sinsheimer |
| 2018-03-07 |
insert person Ryan L. Pope |
| 2018-03-07 |
insert person Victoria Consoles |
| 2018-03-07 |
update person_description Sandy Patrick AAMS => Sandy Patrick AAMS |
| 2018-03-07 |
update person_description Tana L. Flores => Tana L. Flores FPQP |
| 2018-03-07 |
update person_title Doreth Goodall FPQP: Member of the Phi Theta Kappa Honor Society; Registered Paraplanner => Senior Operations Associate; Member of the Phi Theta Kappa Honor Society; Client Service Associate |
| 2018-03-07 |
update person_title Sandy Patrick AAMS: Principal and Wealth Manager; Client Service Associate => Planning Associate; Principal and Wealth Manager |
| 2018-03-07 |
update person_title Tana L. Flores FPQP: Registered Paraplanner => Senior Operations Associate |
| 2017-10-28 |
delete person Andrew J. Witherell |
| 2017-10-28 |
insert person Joe Casper |
| 2017-10-28 |
update person_description Lisa A. Mallia => Lisa A. Mallia |