DAVID - History of Changes


DateDescription
2024-04-09 delete personal_emails ch..@nm.com
2024-04-09 insert personal_emails cl..@nm.com
2024-04-09 insert personal_emails pe..@nm.com
2024-04-09 delete email ch..@nm.com
2024-04-09 delete person Chase Robertson
2024-04-09 delete phone (202) 600-7100
2024-04-09 delete phone (248) 362-2220
2024-04-09 delete source_ip 18.239.18.4
2024-04-09 delete source_ip 18.239.18.9
2024-04-09 delete source_ip 18.239.18.40
2024-04-09 delete source_ip 18.239.18.118
2024-04-09 insert email cl..@nm.com
2024-04-09 insert email pe..@nm.com
2024-04-09 insert phone (248) 269-2103
2024-04-09 insert phone (513) 506-3840
2024-04-09 insert source_ip 18.66.233.36
2024-04-09 insert source_ip 18.66.233.75
2024-04-09 insert source_ip 18.66.233.77
2024-04-09 insert source_ip 18.66.233.118
2024-03-10 delete address 3805 Edwards Road, Suite 200 Cincinnati, OH 45209
2024-03-10 delete address 600 Montgomery Street, Suite 1600 San Francisco, CA 94111
2024-03-10 delete address 8484 Westpark Drive, Suite 700 Mc Lean, VA 22102
2024-03-10 delete address 901 Wilshire Drive, Suite 300 Troy, MI 48084
2024-03-10 delete index_pages_linkeddomain google.com
2024-03-10 delete service_pages_linkeddomain google.com
2024-03-10 delete source_ip 199.59.138.230
2024-03-10 delete source_ip 199.59.136.230
2024-03-10 insert person Annette Testa-Young
2024-03-10 insert source_ip 18.239.18.4
2024-03-10 insert source_ip 18.239.18.9
2024-03-10 insert source_ip 18.239.18.40
2024-03-10 insert source_ip 18.239.18.118
2024-03-10 update robots_txt_status www.livewellcapital.com: 200 => 0
2023-09-07 insert address 3805 Edwards Road #200 Cincinnati, OH 45209
2023-09-07 update person_description Joseph B Beshear => Joseph B Beshear
2023-06-29 insert otherexecutives Shawn Peck
2023-06-29 insert personal_emails sh..@nm.com
2023-06-29 insert email sh..@nm.com
2023-06-29 insert person Shawn Peck
2023-05-23 insert personal_emails ru..@nm.com
2023-05-23 insert email ru..@nm.com
2023-05-23 insert person Russell Goss
2023-05-23 insert phone 513-306-4634
2023-04-05 delete personal_emails jo..@nm.com
2023-04-05 delete email jo..@nm.com
2023-04-05 delete person John Burpee
2023-04-05 delete phone 248-925-9942
2023-04-05 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
2023-04-05 update person_title Bonnie L. Tomczak: Vice President, Wealth & Investment Management Advisory Programs President, Mason Street Advisors => Vice President, Investment Products
2023-04-05 update person_title Matthew D. Wilbur: Wealth & Investment Management => Senior Director, Advisory Investments; Member of the NMWMC INVESTMENT CONSULTANT TEAM
2023-02-26 insert personal_emails ca..@nm.com
2023-02-26 insert email ca..@nm.com
2023-02-26 insert email du..@nm.com
2023-02-26 insert email ma..@nm.com
2023-02-26 insert person Caleb Rogers
2023-02-26 insert person Dustin Parks
2023-02-26 insert person Marty W. Geiger
2023-02-26 insert person Marty W. Geiger CFP
2023-01-11 insert personal_emails jo..@nm.com
2023-01-11 insert email co..@nm.com
2023-01-11 insert email jo..@nm.com
2023-01-11 insert email ro..@nm.com
2023-01-11 insert person Chris Ridings
2023-01-11 insert person Connor Lewis
2023-01-11 insert person Joe Neiman
2023-01-11 insert phone 202-600-7100
2022-11-24 delete email ni..@nm.com
2022-11-24 delete person Nick Deppner
2022-11-24 update person_title Davie Cochrane: Lead Partner and Private Wealth Advisor => CLU®, ChFC®, CPA, PFS; Lead Partner and Private Wealth Advisor
2022-10-11 delete personal_emails ch..@nm.com
2022-10-11 insert personal_emails ja..@nm.com
2022-10-11 delete email ch..@nm.com
2022-10-11 delete email ja..@nm.com
2022-10-11 delete email re..@nm.com
2022-10-11 delete person Christine Mills CFP
2022-10-11 delete person Jacquelyn Cochrane
2022-10-11 delete person Luke Madsen LUTCF
2022-10-11 delete person Reid Miles
2022-10-11 insert email da..@nm.com
2022-10-11 insert email ja..@nm.com
2022-10-11 insert person Daniel Baumgart
2022-10-11 insert person Danielle Brown
2022-10-11 insert person Jared Nickoli
2022-10-11 insert person Jarodd White
2022-10-11 insert person MacKenzie Schill
2022-10-11 insert person Shayla Martin
2022-10-11 update person_description John Burpee => John Burpee
2022-10-11 update person_description Russell Peterson => Russell Peterson
2022-10-11 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
2022-08-02 delete personal_emails ca..@nm.com
2022-08-02 delete contact_pages_linkeddomain nmfn.com
2022-08-02 delete email ca..@nm.com
2022-08-02 delete index_pages_linkeddomain nmfn.com
2022-08-02 delete management_pages_linkeddomain nmfn.com
2022-08-02 delete person Cassidy Carr
2022-08-02 delete service_pages_linkeddomain nmfn.com
2022-06-30 insert personal_emails kr..@nm.com
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
2021-09-14 delete personal_emails va..@nm.com
2021-09-14 insert personal_emails sa..@nm.com
2021-09-14 delete email va..@nm.com
2021-09-14 delete person Vanessa Kirchoff
2021-09-14 insert email sa..@nm.com
2021-09-14 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
2021-04-26 delete personal_emails ja..@nm.com
2021-04-26 delete email du..@nm.com
2021-04-26 delete email ja..@nm.com
2021-04-26 delete email ma..@nm.com
2021-04-26 delete person Dustin Parks
2021-04-26 insert email l...@nm.com
2021-04-26 insert person Lisa Woods
2021-04-26 update person_description Brad Weeks => Brad Weeks
2021-04-26 update person_description Vanessa Kirchoff => Vanessa Kirchoff
2021-02-03 insert personal_emails ca..@nm.com
2021-02-03 delete email ni..@nm.com
2021-02-03 delete person Nick Deppner
2021-02-03 insert email ca..@nm.com
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
2020-07-19 update description
2020-04-19 delete personal_emails ja..@nm.com
2020-04-19 delete email ja..@nm.com
2020-04-19 delete person James Gregory Kuley
2019-12-02 delete index_pages_linkeddomain nm.com
2019-12-02 delete service_pages_linkeddomain nm.com
2019-11-02 delete email br..@nm.com
2019-11-02 delete person Brendan William Ryan
2019-11-02 insert index_pages_linkeddomain nm.com
2019-11-02 insert service_pages_linkeddomain nm.com
2019-11-02 update website_status FailedRobots => OK
2019-10-15 update website_status FlippedRobots => FailedRobots
2019-09-20 update website_status OK => FlippedRobots
2019-07-21 insert personal_emails ti..@nm.com
2019-07-21 insert email ti..@nm.com
2019-07-21 insert person Tina Niemer
2019-03-30 update website_status FlippedRobots => OK
2019-03-30 insert personal_emails ja..@nm.com
2019-03-30 delete address 611 East Wisconsin Avenue, Milwaukee, Wisconsin 53202
2019-03-30 delete index_pages_linkeddomain nm.com
2019-03-30 insert address 720 E Wisconsin Ave Milwaukee WI, 53202
2019-03-30 insert email br..@nm.com
2019-03-30 insert email ja..@nm.com
2019-03-30 insert person Brendan William Ryan
2019-03-30 insert person James Gregory Kuley
2019-03-30 insert phone 513-477-8110
2019-02-04 update website_status OK => FlippedRobots
2018-08-11 update website_status FlippedRobots => OK
2018-08-11 delete personal_emails ti..@nm.com
2018-08-11 delete email ti..@nm.com
2018-08-11 delete person Tina Niemer
2018-04-24 update website_status OK => FlippedRobots
2018-02-16 update website_status FlippedRobots => OK
2018-01-20 update website_status OK => FlippedRobots
2017-12-01 update website_status FailedRobots => OK
2017-12-01 delete email am..@nmfn.com
2017-12-01 delete person Mandy Hamms
2017-10-13 update website_status FlippedRobots => FailedRobots
2017-09-07 update website_status FailedRobots => FlippedRobots
2017-07-10 update website_status FlippedRobots => FailedRobots
2017-06-05 update website_status FailedRobots => FlippedRobots
2017-04-02 update website_status FlippedRobots => FailedRobots
2017-01-27 update website_status FailedRobots => FlippedRobots
2016-12-19 update website_status FlippedRobots => FailedRobots
2016-11-18 update website_status OK => FlippedRobots
2016-08-25 insert email am..@nmfn.com
2016-08-25 insert person Mandy Hamms
2016-07-24 delete email ca..@nm.com
2016-07-24 delete person Cara M Vordenberge
2016-06-10 update website_status FailedRobots => OK
2016-06-10 delete personal_emails ka..@nm.com
2016-06-10 insert personal_emails cl..@nm.com
2016-06-10 delete address 720 East Wisconsin Avenue, Milwaukee, Wisconsin 53202-4797
2016-06-10 delete email ka..@nm.com
2016-06-10 delete email to..@nm.com
2016-06-10 delete index_pages_linkeddomain forbes.com
2016-06-10 delete person J. Jay Kersey
2016-06-10 delete person Jeffrey W. Rich
2016-06-10 delete person Kate Outcalt
2016-06-10 delete person Patrick C. Kern
2016-06-10 delete person Thomas S. Sperber
2016-06-10 delete person Tom Steltenkamp
2016-06-10 delete source_ip 199.59.136.220
2016-06-10 insert address 611 East Wisconsin Avenue, Milwaukee, Wisconsin 53202
2016-06-10 insert email ca..@nm.com
2016-06-10 insert email cl..@nm.com
2016-06-10 insert person Cara M Vordenberge
2016-06-10 insert person Clinton M Rinehart
2016-06-10 insert source_ip 199.59.138.230
2016-06-10 insert source_ip 199.59.136.230
2016-06-10 update person_description Tina Niemer => Tina Niemer
2016-03-26 update website_status DomainNotFound => FailedRobots
2016-03-12 update website_status FlippedRobots => DomainNotFound
2016-02-26 update website_status FailedRobots => FlippedRobots
2016-01-25 update website_status FlippedRobots => FailedRobots
2015-12-07 update website_status FailedRobots => FlippedRobots
2015-10-17 update website_status FlippedRobots => FailedRobots
2015-09-14 update website_status OK => FlippedRobots
2015-08-01 insert personal_emails ka..@nm.com
2015-08-01 delete index_pages_linkeddomain go.com
2015-08-01 delete source_ip 199.59.138.230
2015-08-01 delete source_ip 199.59.136.230
2015-08-01 insert email ka..@nm.com
2015-08-01 insert email to..@nm.com
2015-08-01 insert person Kate Outcalt
2015-08-01 insert person Tom Steltenkamp
2015-08-01 insert source_ip 199.59.136.220
2015-08-01 update person_title Tina Niemer: Associate Financial Representative => Director of Insurance Services
2015-06-27 delete index_pages_linkeddomain youtube.com
2015-06-27 insert index_pages_linkeddomain forbes.com
2015-06-27 insert index_pages_linkeddomain go.com
2015-05-17 insert index_pages_linkeddomain youtube.com
2015-03-14 update website_status FlippedRobots => OK
2015-03-14 delete cmo Joanne M Gerwe
2015-03-14 delete personal_emails jo..@nm.com
2015-03-14 delete personal_emails jo..@nm.com
2015-03-14 delete email jo..@nm.com
2015-03-14 delete email jo..@nm.com
2015-03-14 delete person Joanne M Gerwe
2015-03-14 delete person Joe Hampel
2015-02-22 update website_status FailedRobots => FlippedRobots
2015-01-23 update website_status FlippedRobots => FailedRobots
2014-12-23 update website_status OK => FlippedRobots
2014-11-19 update website_status FailedRobots => OK
2014-11-19 delete otherexecutives Christina A Zahlen
2014-11-19 insert cmo Joanne M Gerwe
2014-11-19 insert personal_emails jo..@nm.com
2014-11-19 insert personal_emails jo..@nm.com
2014-11-19 delete email ch..@nm.com
2014-11-19 delete index_pages_linkeddomain apple.com
2014-11-19 delete index_pages_linkeddomain youtube.com
2014-11-19 delete person Christina A Zahlen
2014-11-19 delete person Todd C. Pfister
2014-11-19 insert email jo..@nm.com
2014-11-19 insert email jo..@nm.com
2014-11-19 insert person Joanne M Gerwe
2014-11-19 insert person Joe Hampel
2014-11-19 update person_title Patrick C. Kern: RHU®, Strategic Employee Benefit Specialist => RHU®, Employee Benefit Specialist
2014-10-21 update website_status FlippedRobots => FailedRobots
2014-09-22 update website_status FailedRobots => FlippedRobots
2014-08-09 update website_status FlippedRobots => FailedRobots
2014-07-15 update website_status OK => FlippedRobots
2014-06-02 insert otherexecutives Christina A Zahlen
2014-06-02 insert personal_emails ti..@nm.com
2014-06-02 delete index_pages_linkeddomain on24.com
2014-06-02 insert email ch..@nm.com
2014-06-02 insert email ti..@nm.com
2014-06-02 insert index_pages_linkeddomain apple.com
2014-06-02 insert index_pages_linkeddomain youtube.com
2014-06-02 insert person Christina A Zahlen
2014-02-10 delete personal_emails ti..@nmfn.com
2014-02-10 delete email ti..@nmfn.com