CAPITAL FINANCIAL GROUP - History of Changes


DateDescription
2021-12-09 insert person Larry Graham AR
2020-07-19 delete person Austin Petrovich
2020-07-19 delete person Tyler Wingfield
2020-05-20 delete person Brandon Mabe
2020-05-20 delete person Sean Vereen
2020-04-19 delete person Emily Montgomery Hunt
2020-03-20 delete personal_emails je..@continuumpp.com
2020-03-20 insert person R.J. Clements
2020-02-18 delete person Nate Altman
2020-02-18 delete person Rachel Gantner
2020-02-18 delete person Samuel Scott
2020-02-18 delete person Tera Welch
2019-12-13 delete person Gage Schneeberger
2019-12-13 insert person Brandon Mabe
2019-12-13 insert person Will Stephens
2019-11-13 delete person Mark Hampton II
2019-11-13 delete person Travis McCurry
2019-11-13 delete person Tyler Fee
2019-11-13 insert person Morgan Gentleman
2019-11-13 insert person Rachel Gantner
2019-11-13 insert person Samuel Scott
2019-10-13 insert personal_emails je..@continuumpp.com
2019-10-13 delete person Chris Adams
2019-10-13 delete person Jessica Sayles
2019-10-13 delete person Shareef White
2019-10-13 insert person Austin Petrovich
2019-10-13 insert person Jamal Threlkeld
2019-10-13 insert person Tyler Wingfield
2019-09-13 delete person Andrew David
2019-09-13 delete person Matt Moser
2019-08-13 delete person Beau Hill
2019-08-13 delete person Molly McNiell
2019-08-13 insert person Gage Schneeberger
2019-08-13 insert person John Jordan
2019-08-13 insert person Nate Altman
2019-08-13 insert person Robert Anderson
2019-08-13 insert person Thomas Lyles
2019-06-12 delete person Amy Ryder
2019-06-12 delete person Chuck Smith
2019-06-12 delete person Ken Harpe
2019-06-12 delete person Kevin Rose
2019-06-12 delete person Phil Walters
2019-06-12 delete person Robert Anderson
2019-06-12 delete person Shawn Rogers
2019-06-12 delete person Teresa Baker
2019-06-12 delete person Todd Williams
2019-06-12 insert person Blair Bergmann
2019-06-12 insert person Cortez Stewart
2019-06-12 insert person Jessica Sayles
2019-06-12 insert person Mark Hampton II
2019-06-12 insert person Tyler Fee
2019-05-13 delete person Aurby Burdine
2019-05-13 delete person Chloe Clark
2019-05-13 delete person Jason Belk
2019-05-13 delete person Willie Wilson Jr.
2019-05-13 insert person Emily Montgomery Hunt
2019-05-13 insert person Tera Welch
2019-02-28 delete person Alek Pope
2019-02-28 delete person Cole McGown
2019-02-28 delete person Kyle Yeoman
2019-02-28 delete person Mike Lee
2019-02-28 delete person Stanley Blue
2019-02-28 delete person Will Diaz
2019-02-28 insert person Chloe Clark
2019-02-28 insert person Shareef White
2019-01-26 insert person Kyle Yeoman
2018-12-23 delete person Anna Katherine Cook
2018-12-23 delete person Dub Hardy
2018-12-23 insert person Abby Hollingsworth
2018-12-23 insert person Aurby Burdine
2018-12-23 insert person Brandon Beckham
2018-12-23 insert person Doug Russ
2018-12-23 insert person Willie Wilson Jr.
2018-10-31 delete person David Worley
2018-10-31 delete person Priyanka Puri
2018-10-31 delete person Sommer Kouby
2018-10-31 insert person Clarissa Halton-Williams
2018-08-25 delete person Danyelle Norment
2018-08-25 delete person Eli Ryan
2018-08-25 delete person Lucas Williams
2018-08-25 delete person Robert Cornett
2018-08-25 insert person Chris Adams
2018-05-26 insert person Scott Wayne
2018-04-05 delete person Ben Still
2018-04-05 delete person Matt Moser
2018-04-05 delete person Wes Durrant
2018-02-17 delete person Austin Clark
2018-02-17 delete person Doug Vowels
2018-02-17 delete person Eric Cooper
2018-02-17 delete person Gerald Emerson
2018-02-17 delete person Gerald Morrow
2018-02-17 delete person Greg Brenner
2018-02-17 delete person Hunter Shankle
2018-02-17 delete person J. Randolph Flatt
2018-02-17 delete person Matt Smith
2018-02-17 delete person Rob Vessell
2018-02-17 insert person So Shumpert
2018-01-04 delete person Maggie Hughes
2018-01-04 insert person Matt Moser
2017-12-07 delete managingdirector Ryan Montgomery
2017-12-07 delete person Cesalee Marbury
2017-12-07 update person_title Charles Clark: Managing Director; Sales Manager / Memphis => Sales Manager / Memphis
2017-12-07 update person_title Ryan Montgomery: Managing Director; Agent / Memphis => Agent / Memphis
2017-11-02 delete person Benjamin L. Wright
2017-11-02 insert person Anna Katherine Cook
2017-11-02 insert person David Kopittke
2017-11-02 insert person James Chavez
2017-11-02 insert person Maggie Hughes
2017-11-02 insert person Matt Smith
2017-11-02 insert person Shawn Rogers
2017-11-02 insert person Will Diaz
2017-11-02 update person_title Ben Still: Managing Associate => Agent / Memphis; Managing Associate
2017-11-02 update person_title Jason Schultz: Agent => Agent; Agent / Jackson, TN
2017-11-02 update person_title Jeff Collier: Agent; Managing Associate / Chattanooga => Agent / Chattanooga; Agent
2017-11-02 update person_title Joe Doss: Agent => Agent; Agent / Memphis
2017-11-02 update person_title Natalie Cross: Agent => Agent; Agent / Memphis
2017-11-02 update person_title Robert Hall: Agent => Agent; Agent / Tupelo
2017-11-02 update person_title Ryan Montgomery: Managing Director => Managing Director; Agent / Memphis
2017-11-02 update person_title Wes Durrant: Managing Associate / Bowling Green; Agent => Agent; Agent / Bowling Green
2017-09-27 delete person Carl Carruthers
2017-09-27 delete person Clark Shacklett
2017-09-27 delete person Lorin Surles
2017-09-27 delete person Marina Mamazova
2017-09-27 delete person Sam Kemp
2017-09-27 insert person Andrew David
2017-09-27 insert person Kevin A. Rose
2017-09-27 insert person Noel David
2017-09-27 update person_title Cole McGown: Sales Manager / Nashville; Sales Manager => Sales Manager / Chattanooga; Sales Manager
2017-09-27 update person_title Greg Brenner: Partner / Director of Business Development / Nashville; Business Development => Business Development; Sales Manager / Nashville
2017-09-27 update person_title Jerry Corless: President => President; President / Memphis
2017-09-27 update person_title Tim Sinks: General Agent / Nashville; Managing Partner / GA => CEO / Nashville; Managing Partner / GA
2017-08-12 insert managingdirector Charles B. Clark
2017-08-12 insert managingdirector Ryan Montgomery
2017-08-12 insert president Jerry Corless
2017-08-12 delete person Danni Shoemake
2017-08-12 insert person Adam Crigger
2017-08-12 insert person Alek Pope
2017-08-12 insert person Alfred Parker
2017-08-12 insert person Andrew D. Shull
2017-08-12 insert person Ben Still
2017-08-12 insert person Benjamin L. Wright
2017-08-12 insert person Bryan Bush
2017-08-12 insert person Caesar Sellers
2017-08-12 insert person Callee A. Harris
2017-08-12 insert person Charles B. Clark
2017-08-12 insert person Charlotte Cooper
2017-08-12 insert person Cheryl Smith
2017-08-12 insert person Eric Cooper
2017-08-12 insert person Geoffrey C. Knowlton
2017-08-12 insert person Gerald Emerson
2017-08-12 insert person Gerald Morrow
2017-08-12 insert person J. Randolph Flatt
2017-08-12 insert person Jerry Corless
2017-08-12 insert person Joe Doss
2017-08-12 insert person John McDowell
2017-08-12 insert person Joseph Stalnaker
2017-08-12 insert person LaRon Harris
2017-08-12 insert person Mike Lee
2017-08-12 insert person Milton L. Knowlton
2017-08-12 insert person Natalie Cross
2017-08-12 insert person Ryan Montgomery
2017-08-12 insert person Stanley Blue
2017-08-12 insert person T. Scott Knowlton
2017-08-12 insert person W. Joel Bell
2017-08-12 insert person W. Scott Cannon
2017-07-15 delete person Charles Jenkins
2017-04-28 delete person Bavy Lopez
2017-04-28 delete person Brent Christian
2017-04-28 delete person Doug LaMey
2017-04-28 delete person John Sample
2017-04-28 delete person Leo Brown
2017-04-28 delete person Mike Dunn
2017-04-28 insert person Austin Clark
2017-04-28 insert person Austin Niravong
2017-04-28 insert person Clark Shacklett
2017-04-28 insert person Marina Mamazova
2017-04-28 insert person Rob Vessell
2017-02-12 update person_title Andy Faught: Area / Title => Director of Planning
2017-02-12 update person_title Bob Levy: Area / Title => Agent
2017-02-12 update person_title Brian Wilcox: Area / Title => Brokerage Director
2017-02-12 update person_title Charles Jenkins: Area / Title => Agent
2017-02-12 update person_title Dan Cage: Area / Title => Agent
2017-02-12 update person_title Danni Shoemake: Area / Title => Agent
2017-02-12 update person_title Doug Vowels: Area / Title => Agent
2017-02-12 update person_title Greg Brenner: Partner / Director of Business Development / Nashville => Partner / Director of Business Development / Nashville; Business Development
2017-02-12 update person_title Greg Miller: Area / Title => Agent
2017-02-12 update person_title Greg Sirko: Partner / Nashville; Area / Title => Partner / Nashville; Partner; Sales Manager
2017-02-12 update person_title Jeff Collier: Managing Associate / Chattanooga => Agent; Managing Associate / Chattanooga
2017-02-12 update person_title Sean Vereen: Area / Title => Agent
2017-02-12 update person_title Ted Boerger: Area / Title => Agent
2017-02-12 update person_title Tim Sinks: General Agent / Nashville => General Agent / Nashville; Managing Partner / GA
2017-02-12 update person_title Travis McCurry: Area / Title => Agent
2017-02-12 update person_title Trever Hutchison: Area / Title => Agent
2017-02-12 update person_title Wes Durrant: Managing Associate / Bowling Green; Area / Title => Managing Associate / Bowling Green; Agent
2017-01-11 delete person Jeremy James
2017-01-11 delete person Lorin Smith
2017-01-11 insert person Lorin Surles
2017-01-11 update person_title Andy Faught: Director of Planning => Area / Title
2017-01-11 update person_title Bob Levy: Agent => Area / Title
2017-01-11 update person_title Brian Wilcox: Brokerage Director => Area / Title
2017-01-11 update person_title Charles Jenkins: Agent => Area / Title
2017-01-11 update person_title Dan Cage: Agent => Area / Title
2017-01-11 update person_title Danni Shoemake: Agent => Area / Title
2017-01-11 update person_title Doug Vowels: Agent => Area / Title
2017-01-11 update person_title Greg Brenner: Partner / Director of Business Development / Nashville; Business Development; Earns Chartered Life Underwriter => Partner / Director of Business Development / Nashville
2017-01-11 update person_title Greg Miller: Agent => Area / Title
2017-01-11 update person_title Greg Sirko: Partner / Nashville; Partner; Sales Manager => Partner / Nashville; Area / Title
2017-01-11 update person_title Jeff Collier: Agent; Managing Associate / Chattanooga => Managing Associate / Chattanooga
2017-01-11 update person_title Sean Vereen: Agent => Area / Title
2017-01-11 update person_title Ted Boerger: Agent => Area / Title
2017-01-11 update person_title Tim Sinks: General Agent / Nashville; Managing Partner / GA => General Agent / Nashville
2017-01-11 update person_title Travis McCurry: Agent => Area / Title
2017-01-11 update person_title Trever Hutchison: Agent => Area / Title
2017-01-11 update person_title Wes Durrant: Managing Associate / Bowling Green; Agent => Managing Associate / Bowling Green; Area / Title
2016-11-28 insert person Jon Heyen
2016-10-15 delete person Chris Watson
2016-10-15 insert person Charles Jenkins
2016-09-17 delete person Hope Sonam
2016-09-17 insert person Danni Shoemake
2016-09-17 update person_title Doug LaMey: Sales Manager / Nashville => Sales Manager / Nashville and Bowling Green
2016-09-17 update person_title Greg Brenner: Partner / Director of Business Development / Nashville; Business Development => Partner / Director of Business Development / Nashville; Business Development; Earns Chartered Life Underwriter
2016-08-20 delete person Evan Diehl
2016-08-20 delete person Heather Alvey
2016-08-20 delete person Jenny Lukajic
2016-08-20 delete person Johnny Compean
2016-08-20 delete person Michael Galvin
2016-08-20 delete person William Skaggs
2016-08-20 delete person Zach Walton
2016-08-20 insert person Chris Watson
2016-08-20 insert person Cole McGown
2016-08-20 insert person Doug LaMey
2016-03-21 delete person Patrick Moates
2016-03-21 insert person Jeff Collier
2015-07-25 delete person Dan Dalton
2015-07-25 delete person Matt Lyerla
2015-05-22 delete person Erin Frizzell
2015-05-22 update person_title Andy Faught: Director of Planning => Director of Planning and Advisor Development
2015-05-22 update person_title Dan Dalton: Partner => Associate Partner, Knoxville
2015-05-22 update person_title Greg Brenner: Partner => Senior Partner, Business Development
2015-05-22 update person_title Greg Sirko: ( CFG ) Director of Advisor; Registered Principal; Partner => ( CFG ) Director of Advisor; Registered Principal; Partner, Nashville
2015-05-22 update person_title Matt Lyerla: Partner => Partner, Western Kentucky
2015-05-22 update person_title Patrick Moates: Partner => Partner, Chattanooga
2015-04-13 insert person Erin Frizzell
2015-04-13 insert person Patrick Moates
2015-04-13 update person_title Greg Sirko: Assistant General Agent; ( CFG ) Director of Advisor; Registered Principal => ( CFG ) Director of Advisor; Registered Principal; Partner
2014-10-20 update person_title R.Timothy Sinks AR: Registered Principal; General Agent and Managing Partner => Insurance Producer License; Registered Principal; General Agent and Managing Partner
2014-07-04 insert person Dan Dalton
2014-07-04 update person_title Greg Sirko: ( CFG ) Director of Advisor; Registered Principal; Director of New Advisor Development => Assistant General Agent; ( CFG ) Director of Advisor; Registered Principal
2014-05-26 delete person Rene Inman
2014-05-26 delete person Todd Schoonover
2014-05-26 insert person Greg Brenner
2014-05-26 update person_title Bavy Lopez: Assistant General Agent => Partner
2014-05-26 update person_title Matt Lyerla: Sales Manager => Partner