Date | Description |
2024-05-30 |
delete person Becca Smalley |
2024-05-30 |
insert person Becca Hionas |
2024-05-30 |
insert person Jenna Rabideau |
2024-05-30 |
insert person Rachel Hawk |
2023-09-08 |
update person_title Kristen Devlin: Senior Tax Preparer => Tax Manager |
2023-09-08 |
update person_title Nathan Lochstampfor: Client Relationship Specialist => Financial Planning Associate |
2023-08-06 |
delete person Amy Rush |
2023-08-06 |
delete person Denise K. Wurster |
2023-08-06 |
delete person Nicole Imblum |
2023-06-01 |
update person_title Gregory N. Zivkovich: Compliance and Operations Specialist => Compliance Specialist |
2023-04-17 |
delete person Linda Malinski |
2023-04-17 |
delete person Veronica Shafer |
2023-03-17 |
insert person Ernie S. Irwin |
2023-03-17 |
insert person Nathan Lochstampfor |
2023-02-13 |
delete person Christina Maier |
2023-02-13 |
insert person Ashley Cline |
2023-02-13 |
insert person Emily Semmelroth |
2023-02-13 |
insert person Eric Hajduk |
2023-02-13 |
insert person Jason Oyler |
2023-02-13 |
insert person Jessica Grimes |
2023-02-13 |
insert person Kristen Devlin |
2022-12-12 |
insert person Jesse Tonkay |
2022-12-12 |
insert person Lisa J. Chavara |
2022-12-12 |
insert person Tiffany Wells |
2022-11-10 |
delete person Linda Whitaker |
2022-11-10 |
insert person Linda Malinski |
2022-11-10 |
update person_description Jen Johns => Jen Johns |
2022-11-10 |
update person_title Jen Johns: Client Relationship Specialist => Client Service Specialist |
2022-10-10 |
delete person Joseph Fitzpatrick |
2022-10-10 |
delete person Nicole Imbum |
2022-10-10 |
insert person Nicole Imblum |
2022-10-10 |
update person_description Joshua C. Vass => Joshua C. Vass |
2022-10-10 |
update person_title Chuck Zuzak: CFP => CFP®, CFA |
2022-10-10 |
update person_title James Riley: Senior Accounting Analyst => Client Accounting Services Manager; Accounting Services Manager |
2022-10-10 |
update person_title Joshua C. Vass: Senior Accounting Analyst; Member of the Pennsylvania Institute of Public Accountants => Assistant Controller |
2022-10-10 |
update person_title Lewis G. Davis: Technology Strategist => Technology Manager |
2022-09-09 |
insert person Nicole Imbum |
2022-08-09 |
insert person Jeanette Shaffer |
2022-08-09 |
insert person Jen Johns |
2022-08-09 |
update person_description August N. Santillo Jr. => August N. Santillo Jr. |
2022-08-09 |
update person_description Debbie Jarrett => Debbie Jarrett |