MOSAIC FINANCIAL PARTNERS - History of Changes


DateDescription
2024-03-31 insert personal_emails ky..@nm.com
2024-03-31 delete person Rebecca Fisher
2024-03-31 delete source_ip 108.138.233.8
2024-03-31 delete source_ip 108.138.233.13
2024-03-31 delete source_ip 108.138.233.52
2024-03-31 delete source_ip 108.138.233.70
2024-03-31 insert email ky..@nm.com
2024-03-31 insert email la..@nm.com
2024-03-31 insert index_pages_linkeddomain forbes.com
2024-03-31 insert person Kyle Michael Schulz
2024-03-31 insert person Laitham Johnson
2024-03-31 insert source_ip 18.245.143.18
2024-03-31 insert source_ip 18.245.143.39
2024-03-31 insert source_ip 18.245.143.45
2024-03-31 insert source_ip 18.245.143.104
2024-03-31 update person_title Jack Gorski: Member of the Large Cap Equity Team; Associate Portfolio Manager, Equities => Portfolio Manager, Equities
2024-03-31 update person_title MacKenzie Schill: Investment Consultant => Portfolio Manager Specialist, Fixed Income
2023-10-06 delete service_pages_linkeddomain google.com
2023-10-06 delete source_ip 199.59.138.230
2023-10-06 delete source_ip 199.59.136.230
2023-10-06 insert source_ip 108.138.233.8
2023-10-06 insert source_ip 108.138.233.13
2023-10-06 insert source_ip 108.138.233.52
2023-10-06 insert source_ip 108.138.233.70
2023-10-06 update robots_txt_status mosaicfinancial.nm.com: 200 => 404
2023-10-06 update website_status FailedRobots => OK
2023-08-20 update website_status OK => FailedRobots
2023-06-22 update person_title Madison Aubry: Associate Financial Representative => Associate Wealth Management Advisor
2023-05-04 insert person Darrin Englebert CFP
2023-05-04 update person_title Kris M Coyle: null => Associate Financial Representative
2023-03-30 delete person Darrin Englebert CFP
2023-03-30 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
2023-03-30 update person_title Bonnie Tomczak: Vice President, Wealth & Investment Management Advisory Programs President, Mason Street Advisors => Vice President, Investment Products
2023-03-30 update person_title Matthew D. Wilbur: Wealth & Investment Management => Senior Director, Advisory Investments; Member of the NMWMC INVESTMENT CONSULTANT TEAM
2023-02-17 delete address 100 E. Wisconsin Ave, Suite 2300 Milwaukee, WI 53202
2023-02-17 delete address 500 W. Silver Spring Dr, Ste K-290 Glendale, WI 53217
2023-02-17 delete fax 414-271-5840
2023-02-17 delete fax 414-755-1573
2023-02-17 insert address 316 E. Silver Spring Drive Suite 300 Whitefish Bay, WI 53217
2023-02-17 update primary_contact 100 E. Wisconsin Ave, Suite 2300 Milwaukee, WI 53202 => 316 E. Silver Spring Drive Suite 300 Whitefish Bay, WI 53217
2023-01-02 update website_status FlippedRobots => OK
2022-11-07 update website_status FailedRobots => FlippedRobots
2022-08-01 update website_status OK => FailedRobots
2022-05-28 delete person Anti Money-Laundering
2022-04-26 insert person Anti Money-Laundering
2022-03-26 delete management_pages_linkeddomain nml.com
2022-03-26 delete person Talent Brand
2022-02-05 insert index_pages_linkeddomain eaccountservices.com
2021-07-01 update person_title Zach Corso: Associate Financial Representative => Associate Wealth Management Advisor
2021-02-03 delete person Carson McGill
2021-02-03 insert person Jim Murray
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 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
2020-10-10 delete founder Charlie Sauer
2020-10-10 delete personal_emails ch..@nm.com
2020-10-10 insert personal_emails je..@nm.com
2020-10-10 delete email ch..@nm.com
2020-10-10 delete person Charlie Sauer
2020-10-10 insert email je..@nm.com
2020-10-10 insert email za..@nm.com
2020-10-10 insert person Jenny Bird
2020-10-10 insert person Zach Corso
2020-10-10 update person_description Amy Bernstrom => Amy Bernstrom
2020-10-10 update person_description Bonnie Jegl => Bonnie Jegl
2020-10-10 update person_description Daniel Siekierski CFP => Daniel Siekierski CFP
2020-10-10 update person_description Ellen Dieringer => Ellen Dieringer
2020-10-10 update person_description Jonathan Davis => Jonathan Davis
2020-10-10 update person_description Megan Lewis => Megan Lewis
2020-10-10 update person_description Soo Schreiber => Soo Schreiber
2020-07-24 update person_description Andrew Joseph Bird => Andrew Joseph Bird
2020-06-21 update person_title Bonnie Jegl: Associate Wealth Management Advisor => Director of Insurance Operations
2020-06-21 update person_title Megan Lewis: Director of Operations and Client Service => Director of Client Experience
2020-05-22 delete phone 866-950-4644
2020-03-22 insert phone 866-950-4644
2020-02-20 delete personal_emails je..@nm.com
2020-02-20 delete email je..@nm.com
2020-02-20 delete person Jennifer Cannon
2020-02-20 insert address 500 W. Silver Spring Dr Ste K-290 Glendale, WI 53217
2020-02-20 insert fax 414-755-1573
2020-01-03 delete address 500 W. Silver Spring Dr. Suite K-290 Glendale, WI 53217
2020-01-03 delete fax 414-755-1573
2019-11-01 delete personal_emails ja..@nm.com
2019-11-01 insert personal_emails je..@nm.com
2019-11-01 delete email ja..@nm.com
2019-11-01 delete email vi..@nm.com
2019-11-01 delete person Jane Sauer
2019-11-01 delete person Virginia Reissing
2019-11-01 insert email je..@nm.com
2019-11-01 insert person Jennifer Cannon
2019-11-01 update person_title Darrin Englebert CFP: CERTIFIED FINANCIAL PLANNER; Wealth Management Advisor => CERTIFIED FINANCIAL PLANNER; Partner
2019-11-01 update website_status FailedRobots => OK
2019-10-12 update website_status FlippedRobots => FailedRobots
2019-09-20 update website_status OK => FlippedRobots
2019-08-21 insert email el..@nm.com
2019-08-21 insert person Ellen Dieringer
2019-07-22 delete personal_emails pa..@nm.com
2019-07-22 delete email pa..@nm.com
2019-07-22 delete person Paulette Czerwinski
2019-05-02 update person_title Megan Lewis: Assistant => Director of Operations and Client Service
2019-01-03 update website_status IndexPageFetchError => OK
2019-01-03 delete index_pages_linkeddomain flickr.com
2019-01-03 delete index_pages_linkeddomain wisconsin.wish.org
2019-01-03 insert address 500 W Silver Spring Dr Ste K-290 Glendale, WI 53217-5057
2018-05-13 update website_status OK => IndexPageFetchError
2018-02-23 update website_status FlippedRobots => OK
2018-02-23 delete address 500 W Silver Spring Dr Ste K-290 Glendale, WI 53217-5057
2018-02-23 delete email da..@nm.com
2018-01-19 update website_status OK => FlippedRobots
2017-11-30 update website_status FlippedRobots => OK
2017-11-30 delete email da..@nmfn.com
2017-11-30 delete index_pages_linkeddomain physiciansnationwide.com
2017-11-30 update person_description Brian M Selerski => Brian M Selerski
2017-10-22 update website_status FailedRobots => FlippedRobots
2017-09-12 update website_status FlippedRobots => FailedRobots
2017-08-18 update website_status FailedRobots => FlippedRobots
2017-06-22 update website_status FlippedRobots => FailedRobots
2017-05-05 update website_status FailedRobots => FlippedRobots
2017-03-04 update website_status FlippedRobots => FailedRobots
2017-01-20 update website_status FailedRobots => FlippedRobots
2016-11-28 update website_status FlippedRobots => FailedRobots
2016-10-16 update website_status OK => FlippedRobots
2016-09-17 delete phone 414-389-8930
2016-09-17 insert phone 414-389-8924
2016-09-17 update person_description Megan E Lewis => Megan E Lewis
2016-08-19 update website_status FlippedRobots => OK
2016-08-01 update website_status OK => FlippedRobots
2016-07-04 update website_status FlippedRobots => OK
2016-07-04 insert personal_emails da..@nm.com
2016-07-04 delete source_ip 199.59.136.220
2016-07-04 insert email da..@nm.com
2016-07-04 insert source_ip 199.59.138.230
2016-07-04 insert source_ip 199.59.136.230
2016-06-07 update website_status OK => FlippedRobots
2016-03-23 update website_status DomainNotFound => OK
2016-03-23 delete email ma..@nm.com
2016-03-23 delete index_pages_linkeddomain forbes.com
2016-03-23 delete person Maryjo Otto
2016-03-23 delete source_ip 199.59.138.230
2016-03-23 delete source_ip 199.59.136.230
2016-03-23 insert source_ip 199.59.136.220
2016-03-13 update website_status FlippedRobots => DomainNotFound
2016-02-26 update website_status FailedRobots => FlippedRobots
2016-01-23 update website_status FlippedRobots => FailedRobots
2015-09-01 update website_status OK => FlippedRobots
2015-07-29 delete management_pages_linkeddomain charlesallisoniii.com
2015-07-29 delete person Charles Allison
2015-06-04 update website_status FlippedRobots => OK
2015-06-04 delete personal_emails da..@nmfn.com
2015-06-04 delete email da..@nmfn.com
2015-06-04 delete index_pages_linkeddomain apple.com
2015-05-17 update website_status OK => FlippedRobots
2015-04-14 insert index_pages_linkeddomain apple.com
2015-04-14 insert index_pages_linkeddomain forbes.com
2015-03-14 update website_status FlippedRobots => OK
2015-03-14 insert personal_emails da..@nm.com
2015-03-14 delete address 720 East Wisconsin Avenue, Milwaukee, Wisconsin 53202-4797
2015-03-14 insert address 611 East Wisconsin Avenue, Milwaukee, Wisconsin 53202
2015-03-14 insert email da..@nm.com
2015-02-15 update website_status FailedRobots => FlippedRobots
2015-01-14 update website_status FlippedRobots => FailedRobots
2014-12-16 update website_status OK => FlippedRobots
2014-11-11 update website_status FlippedRobots => OK
2014-11-11 insert personal_emails me..@nm.com
2014-11-11 delete index_pages_linkeddomain apple.com
2014-11-11 delete index_pages_linkeddomain youtube.com
2014-11-11 insert email me..@nm.com
2014-11-11 insert management_pages_linkeddomain charlesallisoniii.com
2014-11-11 insert management_pages_linkeddomain chrisfugman.com
2014-11-11 insert person Megan E Lewis
2014-11-04 update website_status FailedRobots => FlippedRobots
2014-10-01 update website_status FlippedRobots => FailedRobots
2014-09-04 update website_status FailedRobots => FlippedRobots
2014-07-31 update website_status FlippedRobots => FailedRobots
2014-07-12 update website_status OK => FlippedRobots
2014-05-29 delete index_pages_linkeddomain on24.com
2014-05-29 insert index_pages_linkeddomain apple.com
2014-05-29 insert index_pages_linkeddomain youtube.com
2014-04-30 delete email tr..@nmfn.com
2014-04-30 delete management_pages_linkeddomain christopherfugman.com
2014-04-30 delete person Tracy Selerski
2014-04-30 insert email br..@nm.com
2014-04-30 insert email da..@nm.com
2014-04-30 insert person Brian M Selerski
2014-01-17 insert index_pages_linkeddomain on24.com