Drafts
| Recommendation Name | Household | Advisor | Status | Created | Last Modified | Actions | |
|---|---|---|---|---|---|---|---|
AMS Elite and 529 | The Smith Household | Sarah Miller | Draft | Aug 01, 2025 | Aug 01, 2025 |
Pending & In-flight
| Recommendation Name | Household | Advisor | Status | Submitted | ETA | Actions | |
|---|---|---|---|---|---|---|---|
MassMutual VA | The Jones Family | David Chen | Under Review | Aug 22, 2025 | Aug 26, 2025 (about 1 month ago) |
Approved & Implemented
| Recommendation Name | Household | Advisor | Status | Submitted | Approved | Actions | |
|---|---|---|---|---|---|---|---|
New Brokerage Account | The Smith Household | Sarah Miller | Approved | May 15, 2024 | May 20, 2024 | ||
2024 Annual PPR - D@F Transfer | The Smith Household | Sarah Miller | Approved | Mar 10, 2024 | Mar 12, 2024 |