Advisor Dashboard20 submissions
| Date | First Name | Last Name | Raw Score | Normalized Score | Risk Category | Consent Date | ||
|---|---|---|---|---|---|---|---|---|
| 10/20/2026 | Nick | Schell | nicholas.schell@pennmedicine.upenn.edu | 65 | 53/100 | Balanced | 10/20/2026 | |
| 10/9/2026 | Kathleen | Berlin | kss219@gmail.com | 53 | 37/100 | Moderately Conservative | 10/9/2026 | |
| 10/9/2026 | Michael | Berlin | mike.j.berlin@gmail.com | 64 | 52/100 | Balanced | 10/9/2026 | |
| 9/19/2026 | Siddharth | Chhabra | sidd918@gmail.com | 77 | 69/100 | Growth | 9/19/2026 | |
| 8/28/2026 | Ryan | Shephard | ryan.a.shephard@gmail.com | 71 | 61/100 | Growth | 8/28/2026 | |
| 8/11/2026 | Karyn | Loscocco | karlos7474@gmail.com | 58 | 44/100 | Balanced | 8/11/2026 | |
| 7/17/2026 | Steve | Earner | stephen.earner@gmail.com | 88 | 84/100 | Aggressive Growth | 7/17/2026 | |
| 7/9/2026 | keith | earner | keith.earner@gmail.com | 78 | 71/100 | Growth | 7/9/2026 | |
| 7/8/2026 | Steve | Earner | stephen.earner@gmail.com | 25 | 0/100 | Conservative | 7/8/2026 | |
| 7/8/2026 | Brady | Earner | brady.earner@gmail.com | 46 | 28/100 | Moderately Conservative | — | |
| 7/8/2026 | Ernest | Gyasi | ernest.gyasi@gmail.com | 63 | 51/100 | Balanced | — | |
| 7/8/2026 | Devyn | Allison | devyn.leigh.allison@gmail.com | 66 | 55/100 | Balanced | — | |
| 7/8/2026 | Steve | Earner | stephen.earner@earnerwealth.com | 88 | 84/100 | Aggressive Growth | — | |
| 7/8/2026 | Score | Verify | score.verify@test.com | 100 | 100/100 | Aggressive Growth | — | |
| 7/8/2026 | Devyn | Allison | devyn.leigh.allison@gmail.com | 0 | 0/100 | Conservative | — | |
| 7/8/2026 | Steve | Earner | stephen.earner@gmail.com | 0 | 0/100 | Conservative | — | |
| 6/3/2026 | Score | Check | score@test.com | 0 | 0/100 | Conservative | — | |
| 6/3/2026 | Test | Score | test@test.com | 0 | 0/100 | Conservative | — | |
| 6/3/2026 | Test | User | test@test.com | 0 | 0/100 | Conservative | — | |
| 6/3/2026 | Steve | Earner | stephen.earner@gmail.com | 0 | 0/100 | Conservative | — |