| Date | Description |
|---|
| 2024-11-20 |
insert person Austin Stott |
| 2024-11-20 |
insert person Brandi Mardini |
| 2024-11-20 |
insert person Lauren Fausett |
| 2024-11-20 |
insert person Nik Smith |
| 2024-11-20 |
insert person Scott Ririe |
| 2024-03-16 |
insert otherexecutives Rain Cole |
| 2024-03-16 |
delete person Jeremy Aleman |
| 2024-03-16 |
update person_title Alisha Vaivaka: EXECUTIVE ADMINISTRATIVE ASSISTANT => Director of Culture |
| 2024-03-16 |
update person_title Ethan Millard: DIRECTOR of ADVISOR SERVICES & INVESTMENT ADVISOR REPRESENTATIVE => Director of Advisor Services |
| 2024-03-16 |
update person_title Jennifer Stevens: CLIENT SERVICE SPECIALIST => Service Representative |
| 2024-03-16 |
update person_title Rain Cole: CLIENT SERVICE MANAGER => Director of Client Services |
| 2023-09-26 |
delete person Bruce Tynan |
| 2023-03-31 |
insert person Grey Yates |
| 2023-01-27 |
update person_title Rain Cole: CLIENT SERVICE SPECIALIST => CLIENT SERVICE MANAGER |
| 2022-12-26 |
insert person Jennifer Stevens |
| 2022-09-21 |
delete person Braden Alexander |
| 2022-09-21 |
delete person Joe Adair |
| 2022-09-21 |
delete person Lauren Tarver |
| 2022-09-21 |
insert person Bruce Tynan |
| 2022-09-21 |
insert person Lauren PIZZO |
| 2022-07-20 |
insert cco Doug Ferrell |
| 2022-07-20 |
insert coo Jessica Kirkham |
| 2022-07-20 |
update person_title Doug Ferrell: PARTNER, COO / CCO / REGISTERED INVESTMENT ADVISOR => PARTNER; CCO |
| 2022-07-20 |
update person_title Ethan Millard: REGISTERED INVESTMENT ADVISOR => DIRECTOR of ADVISOR SERVICES & INVESTMENT ADVISOR REPRESENTATIVE |
| 2022-07-20 |
update person_title Jeremy Aleman: Service Advisor => Service Representative |
| 2022-07-20 |
update person_title Jessica Kirkham: VP of OPERATIONS => COO |
| 2022-07-20 |
update person_title Joe Adair: REGISTERED INVESTMENT ADVISOR => REPRESENTATIVE; INVESTMENT ADVISOR |
| 2022-06-19 |
update person_title Alisha Vaivaka: CLIENT SERVICE SPECIALIST => EXECUTIVE ADMINISTRATIVE ASSISTANT |
| 2022-06-19 |
update person_title Jeremy Aleman: Service Representative => Service Advisor |
| 2022-05-18 |
delete person Ben Brackett |
| 2022-05-18 |
delete person Tori Tuione |
| 2022-05-18 |
insert person Rain Cole |
| 2021-04-19 |
update person_title Ben Brackett: Associate; Advisor => Investment Advisor; Representative |
| 2020-09-24 |
insert person JOE ADAIR |
| 2020-03-16 |
delete coo Diana Bianchi |
| 2020-03-16 |
delete person Diana Bianchi |
| 2020-01-10 |
insert person Ethan Millard |
| 2020-01-10 |
insert person Jessica Kirkham |