BEN - History of Changes


DateDescription
2024-04-05 delete personal_emails ch..@nm.com
2024-04-05 delete personal_emails ch..@nm.com
2024-04-05 delete personal_emails jo..@nm.com
2024-04-05 insert personal_emails cl..@nm.com
2024-04-05 insert personal_emails el..@nm.com
2024-04-05 insert personal_emails ja..@nm.com
2024-04-05 insert personal_emails na..@nm.com
2024-04-05 insert personal_emails pe..@nm.com
2024-04-05 delete email ch..@nm.com
2024-04-05 delete email ch..@nm.com
2024-04-05 delete email jo..@nm.com
2024-04-05 delete person Charles Schmidt
2024-04-05 delete person Chase Robertson
2024-04-05 delete person Joe Neiman
2024-04-05 delete person Rebecca Fisher
2024-04-05 delete phone (202) 600-7100
2024-04-05 delete phone (248) 672-8538
2024-04-05 insert email an..@nm.com
2024-04-05 insert email cl..@nm.com
2024-04-05 insert email el..@nm.com
2024-04-05 insert email ja..@nm.com
2024-04-05 insert email mi..@nm.com
2024-04-05 insert email na..@nm.com
2024-04-05 insert email pe..@nm.com
2024-04-05 insert person Annette Testa-Young
2024-04-05 insert person Elizabeth M Hord
2024-04-05 insert person Janis Taylor
2024-04-05 insert person Natarsha H Malik B.
2024-04-05 insert phone (248) 244-3988
2024-04-05 insert phone (248) 244-6020
2024-04-05 insert phone (248) 244-6033
2024-04-05 insert phone (248) 269-2103
2024-04-05 insert phone (513) 506-3840
2024-04-05 insert phone (513) 805-0642
2024-04-05 update person_title Jack Gorski: Member of the Large Cap Equity Team; Associate Portfolio Manager, Equities => Portfolio Manager, Equities
2024-04-05 update person_title MacKenzie Schill: Investment Consultant => Portfolio Manager Specialist, Fixed Income
2023-10-13 delete address 3805 Edwards Road, Suite 200 Cincinnati, OH 45209
2023-10-13 delete address 600 Montgomery Street, Suite 1600 San Francisco, CA 94111
2023-10-13 delete address 8484 Westpark Drive, Suite 700 Mc Lean, VA 22102
2023-10-13 delete address 901 Wilshire Drive, Suite 300 Troy, MI 48084
2023-10-13 delete index_pages_linkeddomain google.com
2023-10-13 delete service_pages_linkeddomain google.com
2023-10-13 update robots_txt_status www.livewellcapital.com: 200 => 0
2023-08-23 insert address 3805 Edwards Road #200 Cincinnati, OH 45209
2023-08-23 update person_description Joseph B Beshear => Joseph B Beshear
2023-06-23 insert otherexecutives Shawn Peck
2023-06-23 insert personal_emails sh..@nm.com
2023-06-23 insert email sh..@nm.com
2023-06-23 insert person Shawn Peck
2023-05-04 delete personal_emails jo..@nm.com
2023-05-04 insert personal_emails ru..@nm.com
2023-05-04 delete email jo..@nm.com
2023-05-04 delete person John Burpee
2023-05-04 delete phone 248-925-9942
2023-05-04 insert email ru..@nm.com
2023-05-04 insert person Russell Goss
2023-05-04 insert phone 513-306-4634
2023-03-31 update person_title Aditi Javeri Gokhale: Member of the SENIOR LEADERSHIP TEAM; Chief Strategy Officer, President of Retail Investments and Head of Institutional Investments => Member of the SENIOR LEADERSHIP TEAM; Executive Vice President - Chief Strategy Officer, President of Retail Investments and Head of Institutional Investments
2023-03-31 update person_title Bonnie L. Tomczak: Vice President, Wealth & Investment Management Advisory Programs President, Mason Street Advisors => Vice President, Investment Products
2023-03-31 update person_title Caleb Rogers: Live Well Capital As an Analyst => Live Well Capital As an Analyst; Financial Planning Analyst
2023-03-31 update person_title Matthew D. Wilbur: Wealth & Investment Management => Senior Director, Advisory Investments; Member of the NMWMC INVESTMENT CONSULTANT TEAM
2023-02-20 insert personal_emails ca..@nm.com
2023-02-20 insert email ca..@nm.com
2023-02-20 insert email du..@nm.com
2023-02-20 insert email ma..@nm.com
2023-02-20 insert person Caleb Rogers
2023-02-20 insert person Dustin Parks
2023-02-20 insert person Marty W. Geiger
2023-02-20 insert person Marty W. Geiger CFP
2023-01-05 insert personal_emails jo..@nm.com
2023-01-05 insert email co..@nm.com
2023-01-05 insert email jo..@nm.com
2023-01-05 insert email ro..@nm.com
2023-01-05 insert person Chris Ridings
2023-01-05 insert person Connor Lewis
2023-01-05 insert person Joe Neiman
2023-01-05 insert phone 202-600-7100
2022-11-21 delete personal_emails ch..@nm.com
2022-11-21 insert personal_emails ja..@nm.com
2022-11-21 delete email ch..@nm.com
2022-11-21 delete email ja..@nm.com
2022-11-21 delete email ni..@nm.com
2022-11-21 delete email re..@nm.com
2022-11-21 delete person Christine Mills CFP
2022-11-21 delete person Jacquelyn Cochrane
2022-11-21 delete person Luke Madsen LUTCF
2022-11-21 delete person Nick Deppner
2022-11-21 delete person Reid Miles
2022-11-21 insert email da..@nm.com
2022-11-21 insert email ja..@nm.com
2022-11-21 insert person Daniel Baumgart
2022-11-21 insert person Danielle Brown
2022-11-21 insert person Jared Nickoli
2022-11-21 insert person Jarodd White
2022-11-21 insert person MacKenzie Schill
2022-11-21 insert person Shayla Martin
2022-11-21 update person_description John Burpee => John Burpee
2022-11-21 update person_description Russell Peterson => Russell Peterson
2022-11-21 update person_title Daniel J. Adams: Member of the PRIVATE CLIENT SERVICES TEAM; Portfolio Manager, Private Client Services => Member of the PRIVATE CLIENT SERVICES TEAM; Senior Portfolio Manager, Private Client Services
2022-11-21 update person_title Davie Cochrane: Lead Partner and Private Wealth Advisor => CLU®, ChFC®, CPA, PFS; Lead Partner and Private Wealth Advisor
2022-08-01 delete personal_emails ca..@nm.com
2022-08-01 delete contact_pages_linkeddomain nmfn.com
2022-08-01 delete email ca..@nm.com
2022-08-01 delete index_pages_linkeddomain nmfn.com
2022-08-01 delete management_pages_linkeddomain nmfn.com
2022-08-01 delete person Cassidy Carr
2022-08-01 delete service_pages_linkeddomain nmfn.com
2022-06-30 insert personal_emails kr..@nm.com
2022-06-30 delete email ka..@nm.com
2022-06-30 delete person Katelynn McDaniel
2022-06-30 delete phone 949-863-5800
2022-06-30 insert email kr..@nm.com
2022-06-30 insert person Jeffrey Novak
2022-06-30 insert person Kris Machain
2022-06-30 insert person Luke Madsen LUTCF
2022-06-30 insert phone 248-362-2220
2022-06-30 update person_description Cassidy Carr => Cassidy Carr
2022-06-30 update person_title Cassidy Carr: Sergeant; Financial Planning Assistant => Operations Assistant
2022-05-29 delete person Luke Madsen LUTCF
2022-04-27 insert personal_emails br..@nm.com
2022-04-27 insert personal_emails ja..@nm.com
2022-04-27 delete email mi..@nm.com
2022-04-27 delete index_pages_linkeddomain wicz.com
2022-04-27 delete person Brandon Hofmann
2022-04-27 delete person Evamarie Schoenborn
2022-04-27 delete person Michelle Marger
2022-04-27 delete person Ravi Mogallapu
2022-04-27 delete phone 813-426-1335
2022-04-27 insert email br..@nm.com
2022-04-27 insert email ja..@nm.com
2022-04-27 insert email ka..@nm.com
2022-04-27 insert email ke..@nm.com
2022-04-27 insert person Alejandro (Alex) Esquivel
2022-04-27 insert person Brittany Tabler
2022-04-27 insert person Christopher Moser
2022-04-27 insert person Dan Amiri
2022-04-27 insert person Erjola Borici
2022-04-27 insert person Jason Hentz
2022-04-27 insert person John E. (Jeb) Bentley
2022-04-27 insert person Katelynn McDaniel
2022-04-27 insert person Katie Wood
2022-04-27 insert person Kelsey Kunkemoeller
2022-04-27 insert person Nicholas Creech
2022-04-27 insert person Zach Freudenberg
2022-04-27 insert phone 949-863-5800
2022-04-27 update person_description Davie Cochrane => Davie Cochrane
2022-04-27 update person_description Jacquelyn Cochrane => Jacquelyn Cochrane
2022-04-27 update person_description Kertsze Nunes CFP => Kertsze Nunes CFP
2022-04-27 update person_description Reid Miles => Reid Miles
2022-04-27 update person_description Stephanie Yang => Stephanie Yang
2022-04-27 update person_title Aaron Thill: Associate Portfolio Manager, Private Client Services => Portfolio Manager, Private Client Services
2022-04-27 update person_title Aditi Javeri Gokhale: Chief Commercial Officer and President of Investment Products and Services; Member of the SENIOR LEADERSHIP TEAM => Member of the SENIOR LEADERSHIP TEAM; Chief Strategy Officer, President of Retail Investments and Head of Institutional Investments
2022-04-27 update person_title Bonnie Tomczak: Vice President, IPS Advisory Programs => Vice President, Wealth & Investment Management Advisory Programs President, Mason Street Advisors
2022-04-27 update person_title Jack Gorski: Portfolio Management Specialist, Equities => Associate Portfolio Manager, Equities
2022-04-27 update person_title Matthew D. Wilbur: Senior Director, Advisory Investments; Member of the NMWMC INVESTMENT CONSULTANT TEAM => Wealth & Investment Management
2022-04-27 update person_title Stefanie Cheske: Associate Portfolio Manager, Private Client Services => Member of the PRIVATE CLIENT SERVICES TEAM; Portfolio Manager, Private Client Services
2022-04-27 update person_title Stephanie Yang: Director of Planning; Portfolio Manager => Portfolio Manager
2022-02-05 insert address 600 Montgomery Street, Suite 1600 San Francisco, CA 94111
2022-02-05 insert address 8484 Westpark Drive, Suite 700 Mc Lean, VA 22102
2022-02-05 insert address 901 Wilshire Drive, Suite 300 Troy, MI 48084
2022-02-05 insert email mi..@nm.com
2022-02-05 insert email mo..@nm.com
2022-02-05 insert person Mindi Rich
2022-02-05 insert person Morgan L Rich
2022-02-05 insert phone 248-244-6070
2022-02-05 insert phone 415-733-6751
2022-02-05 insert phone 703-905-4451
2022-02-05 update person_description Sarah Hayes => Sarah Hayes
2022-02-05 update person_title Angie McIntosh: Director of Insurance Operations => Insurance Operations Associate
2022-02-05 update person_title Cassidy Carr: Sergeant; Executive Assistant => Sergeant; Financial Planning Assistant
2022-02-05 update person_title Christine Mills CFP: Financial Planning Associate => Financial Planning Analyst
2022-02-05 update person_title Lisa Woods: Office Manager => Financial Planning Assistant
2022-02-05 update person_title Michael Cook: Operations Manager => Investment Operations Associate
2022-02-05 update person_title Nick Deppner: Financial Planning Associate => Financial Planning Analyst
2022-02-05 update person_title Sarah Hayes: Investment Operations => Investment Operations Associate
2022-02-05 update person_title Shawn Zolcak: Associate Financial Representative => Financial Planning Analyst
2021-09-13 delete personal_emails va..@nm.com
2021-09-13 insert personal_emails sa..@nm.com
2021-09-13 delete email va..@nm.com
2021-09-13 delete person Vanessa Kirchoff
2021-09-13 insert email sa..@nm.com
2021-09-13 insert person Sarah Hayes
2021-08-07 insert index_pages_linkeddomain wicz.com
2021-07-03 insert email ni..@nm.com
2021-07-03 insert person Nick Deppner
2021-07-03 update description
2021-04-27 delete personal_emails ja..@nm.com
2021-04-27 delete email du..@nm.com
2021-04-27 delete email ja..@nm.com
2021-04-27 delete email ma..@nm.com
2021-04-27 delete person Dustin Parks
2021-04-27 insert email l...@nm.com
2021-04-27 insert person Lisa Woods
2021-04-27 update person_description Brad Weeks => Brad Weeks
2021-04-27 update person_description Vanessa Kirchoff => Vanessa Kirchoff
2021-02-03 insert personal_emails ca..@nm.com
2021-02-03 insert email an..@nm.com
2021-02-03 insert email ca..@nm.com
2021-02-03 insert person Angie McIntosh
2021-02-03 insert person Cassidy Carr
2021-02-03 update person_description Andrew J Scarpitti => Andrew J Scarpitti
2021-02-03 update person_description Kelsey Rosenkrantz => Kelsey Rosenkrantz
2021-02-03 update person_description Tim Miller => Timothy C. Miller
2021-02-03 update person_title Dustin Parks: Financial Advisor => Financial Representative
2020-10-09 update website_status FlippedRobots => OK
2020-07-30 update website_status OK => FlippedRobots
2020-05-28 delete personal_emails el..@nm.com
2020-05-28 delete personal_emails st..@nm.com
2020-05-28 delete email el..@nm.com
2020-05-28 delete email st..@nm.com
2020-05-28 delete person Elliott A Sternberg
2020-05-28 delete person Stephanie Jane Bordes
2020-03-29 delete index_pages_linkeddomain jdpower.com
2020-02-27 insert index_pages_linkeddomain jdpower.com
2019-10-28 insert personal_emails el..@nm.com
2019-10-28 insert email el..@nm.com
2019-10-28 insert person Elliott A Sternberg
2019-10-28 update website_status FailedRobots => OK
2019-10-11 update website_status FlippedRobots => FailedRobots
2019-09-19 update website_status OK => FlippedRobots
2019-08-20 insert personal_emails ke..@nm.com
2019-08-20 delete email ke..@nm.com
2019-08-20 insert email ke..@nm.com
2019-03-29 update website_status FlippedRobots => OK
2019-03-29 delete personal_emails ma..@nm.com
2019-03-29 insert coo Kelsey Rosenkrantz
2019-03-29 insert personal_emails ch..@nm.com
2019-03-29 delete address 611 East Wisconsin Avenue, Milwaukee, Wisconsin 53202
2019-03-29 delete email ma..@nm.com
2019-03-29 delete person Marty Walker Geiger
2019-03-29 delete person Mary E Howell
2019-03-29 insert address 720 E Wisconsin Ave Milwaukee WI, 53202
2019-03-29 insert email ch..@nm.com
2019-03-29 insert person Christine A Gallatin
2019-03-29 update person_description Stephanie Jane Bordes => Stephanie Jane Bordes
2019-03-29 update person_title Kelsey Rosenkrantz: in 2015 As the Director of Marketing and Client Services; Director of Marketing and Client Services => Director of Operations; in 2015 As the Director of Marketing and Client Services
2019-03-29 update person_title Michael G Cook: Manager, Investment Operations => null
2019-03-29 update person_title Stephanie Jane Bordes: Director of Investment Operations and Services => null
2019-02-06 update website_status OK => FlippedRobots
2018-08-22 update website_status FlippedRobots => OK
2018-04-24 update website_status OK => FlippedRobots
2018-02-15 update website_status FlippedRobots => OK
2018-02-15 delete address 3805 Edwards Rd Ste 200 Cincinnati, OH 45209-1939
2018-01-19 update website_status OK => FlippedRobots
2017-11-30 update website_status FlippedRobots => OK
2017-11-30 insert personal_emails st..@nm.com
2017-11-30 delete email st..@nm.com
2017-11-30 delete index_pages_linkeddomain emeraldconnect.com
2017-11-30 delete person Stephanie J Ward
2017-11-30 insert email st..@nm.com
2017-11-30 insert index_pages_linkeddomain forbes.com
2017-11-30 insert person Kelsey Rosenkrantz
2017-11-30 insert person Stephanie Jane Bordes
2017-11-30 update person_title Jared J B Nickoli: Representative With Northwestern Mutual => Portfolio Advisor; Representative With Northwestern Mutual
2017-10-27 update website_status FailedRobots => FlippedRobots
2017-09-14 update website_status FlippedRobots => FailedRobots
2017-08-18 update website_status FailedRobots => FlippedRobots
2017-06-24 update website_status FlippedRobots => FailedRobots
2017-05-06 update website_status FailedRobots => FlippedRobots
2017-03-04 update website_status FlippedRobots => FailedRobots
2017-01-18 update website_status FailedRobots => FlippedRobots
2016-11-22 update website_status FlippedRobots => FailedRobots
2016-10-17 update website_status OK => FlippedRobots
2016-09-18 delete index_pages_linkeddomain nm.com
2016-08-20 delete personal_emails le..@nm.com
2016-08-20 delete email le..@nm.com
2016-08-20 delete email ma..@nm.com
2016-08-20 insert management_pages_linkeddomain andyscarpitti.com
2016-08-20 insert management_pages_linkeddomain davidschimberg.com
2016-08-20 insert management_pages_linkeddomain dougcorn.com
2016-08-20 insert management_pages_linkeddomain greg-woods.com
2016-08-20 insert management_pages_linkeddomain ronaldbeshear.com
2016-08-20 insert management_pages_linkeddomain timothy-miller.com
2016-08-20 insert person David M Schimberg
2016-08-20 update person_title Jared Nickoli: Associate Financial Representative; Representative With Northwestern Mutual => Representative With Northwestern Mutual
2016-07-17 insert personal_emails le..@nm.com
2016-07-17 insert email le..@nm.com
2016-07-17 insert email ma..@nm.com
2016-07-17 insert person Dustin Michael Parks
2016-07-17 insert person Marty Geiger
2016-06-08 update website_status FailedRobots => OK
2016-06-08 delete personal_emails br..@nm.com
2016-06-08 delete personal_emails ma..@nm.com
2016-06-08 insert personal_emails ma..@nm.com
2016-06-08 delete email br..@nm.com
2016-06-08 delete email ma..@nm.com
2016-06-08 delete index_pages_linkeddomain forbes.com
2016-06-08 delete person Mary E Dorgan
2016-06-08 insert email ke..@nm.com
2016-06-08 insert email ma..@nm.com
2016-06-08 insert email mi..@nm.com
2016-06-08 insert person Kelsey Shannon
2016-06-08 insert person Mary E Howell
2016-06-08 insert person Michael G Cook
2016-06-08 update person_description Jared Nickoli => Jared Nickoli
2016-06-08 update person_description John Brannon => John Brannon
2016-06-08 update person_title John Brannon: Associate Wealth Management Advisor => in 2014 As Portfolio Advisor and Chief Operating Officer; Portfolio Advisor
2016-03-25 update website_status FlippedRobots => FailedRobots
2016-02-23 update website_status FailedRobots => FlippedRobots
2015-12-02 update website_status FlippedRobots => FailedRobots
2015-08-23 update website_status OK => FlippedRobots
2015-07-25 update website_status FlippedRobots => OK
2015-07-25 delete index_pages_linkeddomain youtube.com
2015-07-25 insert index_pages_linkeddomain emeraldconnect.com
2015-07-25 update person_title Jared Nickoli: Financial Representative Assistant => Associate Financial Representative
2015-07-03 update website_status OK => FlippedRobots
2015-05-26 insert personal_emails br..@nm.com
2015-05-26 delete index_pages_linkeddomain apple.com
2015-05-26 delete person Jay Kersey
2015-05-26 delete person Ron Beshear
2015-05-26 insert email br..@nm.com
2015-05-26 insert email st..@nm.com
2015-05-26 insert index_pages_linkeddomain youtube.com
2015-04-19 update website_status FailedRobots => OK
2015-04-19 delete personal_emails mi..@nm.com
2015-04-19 insert personal_emails ja..@nm.com
2015-04-19 insert personal_emails jo..@nm.com
2015-04-19 delete email mi..@nm.com
2015-04-19 delete person Michelle L Mason
2015-04-19 insert address Get a Map
2015-04-19 insert email ja..@nm.com
2015-04-19 insert email jo..@nm.com
2015-04-19 insert index_pages_linkeddomain apple.com
2015-04-19 insert index_pages_linkeddomain forbes.com
2015-04-19 insert person Jared Nickoli
2015-04-19 insert person John Brannon
2015-03-22 update website_status FlippedRobots => FailedRobots
2015-02-16 update website_status FailedRobots => FlippedRobots
2015-01-13 update website_status FlippedRobots => FailedRobots
2014-12-03 update website_status OK => FlippedRobots
2014-11-05 update website_status FlippedRobots => OK
2014-11-05 delete index_pages_linkeddomain apple.com
2014-11-05 delete index_pages_linkeddomain youtube.com
2014-10-26 update website_status FailedRobots => FlippedRobots
2014-09-20 update website_status FlippedRobots => FailedRobots
2014-08-14 update website_status OK => FlippedRobots
2014-06-18 delete index_pages_linkeddomain forbes.com
2014-06-18 delete index_pages_linkeddomain twitter.com
2014-05-15 delete personal_emails ma..@nmfn.com
2014-05-15 insert personal_emails ma..@nm.com
2014-05-15 delete email ma..@nmfn.com
2014-05-15 delete index_pages_linkeddomain on24.com
2014-05-15 insert email ma..@nm.com
2014-05-15 insert index_pages_linkeddomain apple.com
2014-05-15 insert index_pages_linkeddomain forbes.com
2014-05-15 insert index_pages_linkeddomain twitter.com
2014-05-15 insert index_pages_linkeddomain youtube.com
2014-04-09 delete personal_emails sa..@nmfn.com
2014-04-09 delete email sa..@nmfn.com
2014-04-09 delete person Sarah Hautman
2013-11-08 delete alias Ben Beshear
2013-11-08 insert index_pages_linkeddomain on24.com
2013-03-06 update website_status OK