CHIP DOTSON - History of Changes


DateDescription
2024-04-07 delete personal_emails ma..@nm.com
2024-04-07 delete email ma..@nm.com
2024-04-07 delete person Madeline McGinn
2024-04-07 delete person Rebecca Fisher
2024-04-07 delete source_ip 18.244.102.14
2024-04-07 delete source_ip 18.244.102.68
2024-04-07 delete source_ip 18.244.102.88
2024-04-07 delete source_ip 18.244.102.122
2024-04-07 insert source_ip 13.249.59.22
2024-04-07 insert source_ip 13.249.59.36
2024-04-07 insert source_ip 13.249.59.86
2024-04-07 insert source_ip 13.249.59.103
2024-04-07 update person_title Denny Fulk: Partner at DKD Wealth Strategies Group; Wealth Management Advisor => Wealth Management Advisor
2024-04-07 update person_title Jack Gorski: Member of the Large Cap Equity Team; Associate Portfolio Manager, Equities => Portfolio Manager, Equities
2024-04-07 update person_title MacKenzie Schill: Investment Consultant => Portfolio Manager Specialist, Fixed Income
2024-04-07 update person_title Maddie Woodie: Operations Associate; Operations Assistant => Director of Operations and Client Service
2023-10-06 delete source_ip 108.157.98.105
2023-10-06 delete source_ip 108.157.98.123
2023-10-06 delete source_ip 108.157.98.124
2023-10-06 delete source_ip 108.157.98.128
2023-10-06 insert source_ip 18.244.102.14
2023-10-06 insert source_ip 18.244.102.68
2023-10-06 insert source_ip 18.244.102.88
2023-10-06 insert source_ip 18.244.102.122
2023-09-04 delete management_pages_linkeddomain google.com
2023-09-04 delete service_pages_linkeddomain google.com
2023-09-04 delete source_ip 199.59.138.230
2023-09-04 delete source_ip 199.59.136.230
2023-09-04 insert source_ip 108.157.98.105
2023-09-04 insert source_ip 108.157.98.123
2023-09-04 insert source_ip 108.157.98.124
2023-09-04 insert source_ip 108.157.98.128
2023-09-04 update robots_txt_status dkd.nm.com: 200 => 404
2023-06-26 update person_description Matthew P Erbacher => Matthew P Erbacher
2023-04-03 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
2023-04-03 update person_title Bonnie L. Tomczak: Vice President, Wealth & Investment Management Advisory Programs President, Mason Street Advisors => Vice President, Investment Products
2023-04-03 update person_title Matthew D. Wilbur: Wealth & Investment Management => Senior Director, Advisory Investments; Member of the NMWMC INVESTMENT CONSULTANT TEAM
2022-10-09 delete coo Lorianne Montsinger
2022-10-09 insert personal_emails ma..@nm.com
2022-10-09 delete about_pages_linkeddomain nmfn.com
2022-10-09 delete contact_pages_linkeddomain nmfn.com
2022-10-09 delete index_pages_linkeddomain nmfn.com
2022-10-09 delete management_pages_linkeddomain nmfn.com
2022-10-09 delete service_pages_linkeddomain nmfn.com
2022-10-09 insert email ma..@nm.com
2022-10-09 insert person Daniel Baumgart
2022-10-09 insert person Jarodd White
2022-10-09 insert person MacKenzie Schill
2022-10-09 insert person Maddie Woodie
2022-10-09 insert person Shayla Martin
2022-10-09 update person_description Stephanie Mechutan => Stephanie Mechutan
2022-10-09 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
2022-10-09 update person_title Lorianne Montsinger: Director of Operations => Retirement Plan Service Associate
2022-10-09 update person_title Madeline McGinn: Client Experience Manager => Director of Insurance and Operations
2022-10-09 update person_title Stephanie Mechutan: null => Client Service Representative
2022-06-30 insert email st..@nm.com
2022-06-30 insert email th..@nm.com
2022-06-30 insert person Stephanie Mechutan
2022-04-27 delete address 6235 Morrison Blvd Charlotte, NC 28211
2022-04-27 insert address 6235 Carnegie Blvd Charlotte, NC 28211
2022-04-27 update primary_contact 6235 Morrison Blvd Charlotte, NC 28211 => 6235 Carnegie Blvd Charlotte, NC 28211
2022-03-28 delete ceo Evamarie Schoenborn
2022-03-28 delete personal_emails ka..@nm.com
2022-03-28 delete president Evamarie Schoenborn
2022-03-28 delete email ep..@nm.com
2022-03-28 delete email ka..@nm.com
2022-03-28 delete person Brandon Hofmann
2022-03-28 delete person Epiffany Nelson
2022-03-28 delete person Evamarie Schoenborn
2022-03-28 delete person Katie Lowder
2022-03-28 delete person Ravi Mogallapu
2022-03-28 insert person Alejandro (Alex) Esquivel
2022-03-28 insert person Christopher Moser
2022-03-28 insert person Dan Amiri
2022-03-28 insert person Erjola Borici
2022-03-28 insert person John E. (Jeb) Bentley
2022-03-28 insert person Katie Wood
2022-03-28 insert person Nicholas Creech
2022-03-28 insert person Zach Freudenberg
2022-03-28 update person_title Aaron Thill: Associate Portfolio Manager, Private Client Services => Portfolio Manager, Private Client Services
2022-03-28 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
2022-03-28 update person_title Bonnie Tomczak: Vice President, IPS Advisory Programs => Vice President, Wealth & Investment Management Advisory Programs President, Mason Street Advisors
2022-03-28 update person_title Jack Gorski: Portfolio Management Specialist, Equities => Associate Portfolio Manager, Equities
2022-03-28 update person_title Matthew D. Wilbur: Senior Director, Advisory Investments; Member of the NMWMC INVESTMENT CONSULTANT TEAM => Wealth & Investment Management
2022-03-28 update person_title Ryan Kavanagh: Financial Representative => Financial Advisor
2022-03-28 update person_title Stefanie Cheske: Associate Portfolio Manager, Private Client Services => Member of the PRIVATE CLIENT SERVICES TEAM; Portfolio Manager, Private Client Services
2021-09-15 delete personal_emails he..@nm.com
2021-09-15 insert personal_emails ry..@nm.com
2021-09-15 delete email he..@nm.com
2021-09-15 delete person Heather Buys
2021-09-15 insert email ry..@nm.com
2021-09-15 insert person Ryan T. Kavanagh
2021-08-08 insert ceo Evamarie Schoenborn
2021-08-08 insert president Evamarie Schoenborn
2021-08-08 delete person Michael Viroglio
2021-08-08 insert person Aditi Javeri Gokhale
2021-08-08 insert person Bonnie Tomczak
2021-08-08 insert person Evamarie Schoenborn
2021-08-08 insert person Jennifer Stell
2021-08-08 insert person Marisol Garcia
2021-08-08 insert person Ravi Mogallapu
2021-08-08 update person_title Aaron Thill: Associate Portfolio Manager - PCS => Associate Portfolio Manager, Private Client Services
2021-08-08 update person_title David Andrzejewski: Senior Director - Private Client Services => Member of the PRIVATE CLIENT SERVICES TEAM; Senior Director / Portfolio Manager, Private Client Services
2021-08-08 update person_title Jack Gorski: Associate Portfolio Manager - Equities => Portfolio Management Specialist, Equities
2021-08-08 update person_title Jenna Koenings: Associate Portfolio Manager - PCS => Associate Portfolio Manager, Fixed Income
2021-08-08 update person_title Karissa Zanoni: Associate Portfolio Manager - PCS => Associate Portfolio Manager, Private Client Services
2021-08-08 update person_title Rebecca Fisher: Associate Portfolio Manager - Fixed Income => Portfolio Manager, Fixed Income
2021-08-08 update person_title Stefanie Cheske: Associate Portfolio Manager - PCS => Associate Portfolio Manager, Private Client Services
2021-08-08 update person_title Tony Desrochers: Research Specialist => Research Specialist, NMWMC Research
2021-07-03 insert email ep..@nm.com
2021-07-03 insert person Epiffany Nelson
2021-07-03 update person_description Heather Buys => Heather Buys
2021-07-03 update person_description Katie Lowder => Katie Lowder
2021-07-03 update person_description Kenneth Hiatt => Kenneth Hiatt
2021-07-03 update person_description Lorianne Montsinger => Lorianne Montsinger
2021-07-03 update person_description Madeline McGinn => Madeline McGinn
2021-07-03 update person_description Michael Kramer CFP => Michael Kramer
2021-07-03 update person_title Denny Fulk: Advisor => Partner at DKD Wealth Strategies Group; Advisor
2021-07-03 update person_title Katie Lowder: Insurance Operations Associate => Director of Insurance Services
2021-04-27 insert management_pages_linkeddomain timetrade.com
2021-04-27 update person_title Madeline McGinn: Financial Representative Assistant => Client Experience Manager
2021-02-03 insert personal_emails ma..@nm.com
2021-02-03 delete person Carson McGill
2021-02-03 insert alias Northwestern Mutual Private Client Group
2021-02-03 insert email ma..@nm.com
2021-02-03 insert person Jim Murray
2021-02-03 insert person Madeline McGinn
2021-02-03 insert person Tony Desrochers
2021-02-03 update person_title Aaron Thill: Portfolio Management Associate => Associate Portfolio Manager - PCS
2021-02-03 update person_title Chip Dotson CFP: Advisor; Partner => Advisor
2021-02-03 update person_title David Andrzejewski: Portfolio Manager - Private Client Services => Senior Director - Private Client Services
2021-02-03 update person_title Jack Gorski: Investment Research Analyst - Equities => Associate Portfolio Manager - Equities
2021-02-03 update person_title Jenna Koenings: Portfolio Management Associate => Associate Portfolio Manager - PCS
2021-02-03 update person_title Karissa Zanoni: Portfolio Management Associate => Associate Portfolio Manager - PCS
2021-02-03 update person_title Matthew D. Wilbur: Assistant Director - Advisory Investments => Senior Director - Advisory Investments
2021-02-03 update person_title Michael Viroglio: Investment Analyst - Fixed Income => Associate Portfolio Manager - Fixed Income
2021-02-03 update person_title Rebecca Fisher: Portfolio Management Associate - Fixed Income => Associate Portfolio Manager - Fixed Income
2021-02-03 update person_title Stefanie Cheske: Portfolio Management Associate => Associate Portfolio Manager - PCS
2020-09-27 delete person John A. Mlekoday FP
2020-09-27 insert person John A. Mlekoday CFP
2020-05-18 delete phone 866-950-4644
2020-03-18 insert phone 866-950-4644
2020-02-16 insert coo Lorianne Montsinger
2020-02-16 delete email ma..@nm.com
2020-02-16 delete person Madeline McGinn
2020-02-16 update person_title Heather Buys: Director of Insurance Services => Client Relations Manager
2020-02-16 update person_title Katie Lowder: Associate Financial Representative => Insurance Operations Associate
2020-02-16 update person_title Kenneth Hiatt: Associate Financial Representative => Investment Operations Associate
2020-02-16 update person_title Lorianne Montsinger: Director of Operations and Client Service => Director of Operations
2019-12-01 update person_description Kenneth Paul Hiatt => Kenneth Hiatt
2019-12-01 update person_title Kenneth Hiatt: null => Associate Financial Representative
2019-12-01 update person_title Madeline McGinn: null => Client Relations Manager
2019-10-31 delete personal_emails jo..@nm.com
2019-10-31 delete email jo..@nm.com
2019-10-31 delete person John Boulware
2019-10-31 update person_title Kenneth Paul Hiatt: Associate Financial Representative => null
2019-10-31 update website_status FailedRobots => OK
2019-10-12 update website_status FlippedRobots => FailedRobots
2019-09-20 update website_status OK => FlippedRobots
2019-08-21 delete personal_emails kr..@nm.com
2019-08-21 delete personal_emails ri..@nm.com
2019-08-21 insert personal_emails de..@nm.com
2019-08-21 insert personal_emails ke..@nm.com
2019-08-21 insert personal_emails ma..@nm.com
2019-08-21 delete email kr..@nm.com
2019-08-21 delete email ri..@nm.com
2019-08-21 delete person Gerald E. Fradin
2019-08-21 delete person Kristina Hitchens
2019-08-21 insert email de..@nm.com
2019-08-21 insert email ke..@nm.com
2019-08-21 insert email ma..@nm.com
2019-08-21 insert email ma..@nm.com
2019-08-21 insert person Denny Fulk
2019-08-21 insert person Kenneth Paul Hiatt
2019-08-21 insert person Madeline Elena McGinn
2019-04-01 insert email dk..@nm.com
2019-04-01 update person_title Chip Dotson CFP: Advisor; Wealth Management Advisor => Advisor; Partner
2018-12-24 delete source_ip 199.59.136.220
2018-12-24 insert source_ip 199.59.138.230
2018-12-24 insert source_ip 199.59.136.230
2018-12-24 update person_description Richard A DeVita Jr => Richard A DeVita Jr
2018-06-20 update website_status FlippedRobots => OK
2018-06-20 delete source_ip 199.59.138.230
2018-06-20 delete source_ip 199.59.136.230
2018-06-20 insert source_ip 199.59.136.220
2018-03-30 update website_status OK => FlippedRobots
2018-02-09 update website_status FlippedRobots => OK
2018-02-09 insert personal_emails kr..@nm.com
2018-02-09 insert email kr..@nm.com
2018-02-09 insert person Kristina Hitchens
2018-01-19 update website_status OK => FlippedRobots
2017-11-30 update website_status FlippedRobots => OK
2017-11-30 insert personal_emails he..@nm.com
2017-11-30 insert personal_emails mi..@nm.com
2017-11-30 delete email sh..@nmfn.com
2017-11-30 delete fax 704-442-4413
2017-11-30 delete person Shirley J Wilson
2017-11-30 insert email he..@nm.com
2017-11-30 insert email lo..@nm.com
2017-11-30 insert email mi..@nm.com
2017-11-30 insert person DeVita Kavanagh Dotson
2017-11-30 insert person Heather Buys
2017-11-30 insert person Lorianne S Montsinger
2017-11-30 insert person Michael B Kramer
2017-11-18 update website_status FailedRobots => FlippedRobots
2017-10-01 update website_status FlippedRobots => FailedRobots
2017-08-31 update website_status FailedRobots => FlippedRobots
2017-07-06 update website_status FlippedRobots => FailedRobots
2017-05-08 update website_status FailedRobots => FlippedRobots
2017-03-06 update website_status FlippedRobots => FailedRobots
2017-01-19 update website_status FailedRobots => FlippedRobots
2016-11-26 update website_status FlippedRobots => FailedRobots
2016-10-12 update website_status OK => FlippedRobots
2016-06-04 update website_status FailedRobots => OK
2016-06-04 delete index_pages_linkeddomain forbes.com
2016-03-17 update website_status FlippedRobots => FailedRobots
2016-02-08 update website_status FailedRobots => FlippedRobots
2016-01-09 update website_status FlippedRobots => FailedRobots
2015-09-26 update website_status OK => FlippedRobots
2015-08-08 delete index_pages_linkeddomain go.com
2015-07-08 insert index_pages_linkeddomain go.com
2015-06-02 update website_status FlippedRobots => OK
2015-06-02 delete index_pages_linkeddomain apple.com
2015-05-25 update website_status OK => FlippedRobots
2015-04-18 update website_status FailedRobots => OK
2015-04-18 delete personal_emails ka..@nmfn.com
2015-04-18 delete email ka..@nmfn.com
2015-04-18 delete person DeVita Kavanagh Dotson
2015-04-18 delete person Karen O Dean
2015-04-18 insert index_pages_linkeddomain apple.com
2015-04-18 insert index_pages_linkeddomain forbes.com
2015-03-18 update website_status FlippedRobots => FailedRobots
2015-02-17 update website_status FailedRobots => FlippedRobots
2015-01-17 update website_status FlippedRobots => FailedRobots
2014-12-04 update website_status OK => FlippedRobots
2014-11-06 update website_status FlippedRobots => OK
2014-11-06 delete email re..@nmfn.com
2014-11-06 delete index_pages_linkeddomain apple.com
2014-11-06 delete index_pages_linkeddomain youtube.com
2014-11-06 delete person Rene G Ramirez
2014-10-28 update website_status FailedRobots => FlippedRobots
2014-09-21 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 on24.com
2014-06-18 delete index_pages_linkeddomain twitter.com
2014-06-18 insert index_pages_linkeddomain apple.com
2014-06-18 insert index_pages_linkeddomain youtube.com
2014-05-11 insert index_pages_linkeddomain forbes.com
2014-05-11 insert index_pages_linkeddomain twitter.com
2014-04-09 update website_status FailedRobots => OK
2014-04-09 insert fax 704-442-4413
2014-04-09 insert index_pages_linkeddomain on24.com
2013-10-29 update website_status FlippedRobots => FailedRobots
2013-08-28 update website_status OK => FlippedRobots