| Date | Description |
|---|
| 2025-04-19 |
update person_description John Lovette => John Lovette |
| 2025-04-19 |
update person_description Joseph "Joey" C. Perkins => Joseph "Joey" C. Perkins |
| 2025-04-19 |
update person_description Kimberly Stone => Kimberly Stone |
| 2025-04-19 |
update person_description Lynette Joyce => Lynette Joyce |
| 2025-04-19 |
update person_description Matt Hearn => Matt Hearn |
| 2025-04-19 |
update person_description Raymond "Chip" H. Wilcox => Raymond "Chip" H. Wilcox |
| 2024-11-22 |
delete person Karen Cashion |
| 2024-10-01 |
delete person Carol Uselman |
| 2024-10-01 |
delete person Cindy Edwards |
| 2024-10-01 |
update person_description Adam McMillian => Adam McMillian |
| 2024-10-01 |
update person_description John Lovette => John Lovette |
| 2024-10-01 |
update person_description Karen Cashion => Karen Cashion |
| 2024-10-01 |
update person_description Kimberly Stone => Kimberly Stone |
| 2024-10-01 |
update person_description Lynette Joyce => Lynette Joyce |
| 2024-10-01 |
update person_title Adam McMillian: Advisor Assistant & Service Team Member; Member of the Service Team => Member of the Service Team |
| 2024-10-01 |
update person_title Karen Cashion: Relationship Manager to Matt Hearn and Joey Perkins; Member of the Service Team => Member of the Service Team |
| 2024-04-06 |
insert person John Lovette |
| 2024-04-06 |
update person_title Adam McMillian: Administrative Support; Resources => Advisor Assistant & Service Team Member; Member of the Service Team |
| 2024-04-06 |
update person_title Kimberly Stone: Director of Client Experiance => Director of Client Experience; Member of the Service Team |
| 2023-05-24 |
delete person Melissa Schoon |
| 2023-05-24 |
insert person Adam McMillian |
| 2023-05-24 |
insert person Karen Cashion |
| 2023-05-24 |
insert person Lynette Joyce |
| 2023-05-24 |
update person_description Carol Uselman => Carol Uselman |
| 2023-05-24 |
update person_description Kimberly Stone => Kimberly Stone |
| 2023-05-24 |
update person_title Cindy Edwards: null => CRPS, Financial Advisor; Advisor |
| 2023-05-24 |
update person_title Kimberly Stone: Director of Marketing and Client Relations => Director of Client Experiance |
| 2023-03-30 |
update person_description Joseph "Joey" C. Perkins => Joseph "Joey" C. Perkins |
| 2023-03-30 |
update person_description Raymond "Chip" H. Wilcox => Raymond "Chip" H. Wilcox |
| 2023-03-30 |
update person_description William "Barry" Amburn => William "Barry" Amburn |
| 2023-03-30 |
update person_title Raymond "Chip" H. Wilcox: Partner, LPL Financial Advisor => Financial Advisor; Partner |