DAVID TRAVIS - History of Changes


DateDescription
2023-10-13 update website_status OK => EmptyPage
2023-06-21 insert address 1210 Johnson Blvd Northwestern Mutual Murray, KY 42071-2973
2023-03-24 delete address 1210 Johnson Blvd Northwestern Mutual Murray, KY 42071-2973
2022-08-28 delete personal_emails jo..@nm.com
2022-08-28 delete email ch..@nm.com
2022-08-28 delete email jo..@nm.com
2022-08-28 delete person Jonathan Sclafani
2022-08-28 delete person Mallory Fritzel
2022-08-28 update person_description Angel Cruz => Angel Cruz
2022-08-28 update person_description Holley Black => Holley Black
2022-08-28 update person_description Mallory Green CFP => Mallory Green CFP
2022-08-28 update person_description Todd Alan Braden => Todd Alan Braden
2022-08-28 update person_title Dave Seeds Jr: Lead Advisor => Portfolio Advisor
2022-08-28 update person_title Gayle Averitt: Associate Financial Representatives; Administrative Assistant => Financial Planning Assistant
2022-08-28 update person_title Holley Black: Lead Advisor => Investment Operations Manager for WWA
2022-08-28 update person_title Linda Beck RICP: Lead Advisor; Lead Advisor With WWA => Lead Advisor With WWA; Director of Retirement and Income Planning
2022-08-28 update person_title Maggie Gillen: Administrative Assistant => Associate Financial Representative
2022-08-28 update person_title Margaret Boehmer: Marketing Assistant => Project Manager
2022-06-27 delete personal_emails ci..@nm.com
2022-06-27 delete email ci..@nm.com
2022-06-27 delete person Cindy Lenert
2022-05-26 delete personal_emails an..@nm.com
2022-05-26 delete address 1210 Johnson Blvd Murray, KY 42071
2022-05-26 delete email an..@nm.com
2022-05-26 delete person Andrea Peterson
2022-05-26 delete phone 270-753-4140
2022-05-26 update person_description Chad Armstrong => Chad Armstrong
2022-04-24 delete email re..@nm.com
2022-04-24 delete person Becky Gosh
2022-03-24 delete email ke..@nm.com
2022-03-24 delete person Brandon Hofmann
2022-03-24 delete person Evamarie Schoenborn
2022-03-24 delete person Kevin Codd
2022-03-24 delete person Ravi Mogallapu
2022-03-24 insert email ho..@nm.com
2022-03-24 insert email wi..@nm.com
2022-03-24 insert person Alejandro (Alex) Esquivel
2022-03-24 insert person Christopher Moser
2022-03-24 insert person Dan Amiri
2022-03-24 insert person Erjola Borici
2022-03-24 insert person Holley Black
2022-03-24 insert person John E. (Jeb) Bentley
2022-03-24 insert person Katie Wood
2022-03-24 insert person Nicholas Creech
2022-03-24 insert person Will Coffey
2022-03-24 insert person Zach Freudenberg
2022-03-24 update person_title Aaron Thill: Associate Portfolio Manager, Private Client Services => Portfolio Manager, Private Client Services
2022-03-24 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
2022-03-24 update person_title Bonnie Tomczak: Vice President, IPS Advisory Programs => Vice President, Wealth & Investment Management Advisory Programs President, Mason Street Advisors
2022-03-24 update person_title Jack Gorski: Portfolio Management Specialist, Equities => Associate Portfolio Manager, Equities
2022-03-24 update person_title Matthew D. Wilbur: Senior Director, Advisory Investments; Member of the NMWMC INVESTMENT CONSULTANT TEAM => Wealth & Investment Management
2022-03-24 update person_title Stefanie Cheske: Associate Portfolio Manager, Private Client Services => Member of the PRIVATE CLIENT SERVICES TEAM; Portfolio Manager, Private Client Services
2021-12-21 delete personal_emails da..@nm.com
2021-12-21 delete personal_emails ma..@nm.com
2021-12-21 insert coo Amanda Cox
2021-12-21 insert personal_emails an..@nm.com
2021-12-21 delete email da..@nm.com
2021-12-21 delete email ho..@nm.com
2021-12-21 delete email ki..@nm.com
2021-12-21 delete email ma..@nm.com
2021-12-21 delete email ma..@nm.com
2021-12-21 delete person Holley Black
2021-12-21 delete person Kim Champion
2021-12-21 insert email am..@nm.com
2021-12-21 insert email an..@nm.com
2021-12-21 insert email ma..@nm.com
2021-12-21 insert person Amanda Cox
2021-12-21 insert person Angel Cruz
2021-12-21 insert person Mallory Green
2021-12-21 update person_title Amy Taylor: null => Lead Advisor; Associate Financial Representative
2021-12-21 update person_title Jonathan Sclafani: null => Associate Financial Representative
2021-12-21 update person_title Kevin Codd: null => Service Associate
2021-12-21 update person_title Margaret Boehmer: null => Marketing Assistant
2021-12-21 update person_title Sally Smith: Operations Manager => Associate Financial Representative
2021-12-21 update person_title Will Brezette: Financial Representative => Associate; Financial Advisor
2021-09-08 delete person Michael Viroglio
2021-09-08 insert email pa..@nm.com
2021-09-08 insert person Aditi Javeri Gokhale
2021-09-08 insert person Bonnie Tomczak
2021-09-08 insert person Evamarie Schoenborn
2021-09-08 insert person Jennifer Stell
2021-09-08 insert person Marisol Garcia
2021-09-08 insert person Patrick Weilert
2021-09-08 insert person Ravi Mogallapu
2021-09-08 update person_description Chase Headley => Chase Headley
2021-09-08 update person_title Aaron Thill: Associate Portfolio Manager - PCS => Associate Portfolio Manager, Private Client Services
2021-09-08 update person_title David Andrzejewski: Senior Director - Private Client Services => Member of the PRIVATE CLIENT SERVICES TEAM; Senior Director / Portfolio Manager, Private Client Services
2021-09-08 update person_title Jack Gorski: Associate Portfolio Manager - Equities => Portfolio Management Specialist, Equities
2021-09-08 update person_title Jenna Koenings: Associate Portfolio Manager - PCS => Associate Portfolio Manager, Fixed Income
2021-09-08 update person_title Karissa Zanoni: Associate Portfolio Manager - PCS => Associate Portfolio Manager, Private Client Services
2021-09-08 update person_title Rebecca Fisher: Associate Portfolio Manager - Fixed Income => Portfolio Manager, Fixed Income
2021-09-08 update person_title Stefanie Cheske: Associate Portfolio Manager - PCS => Associate Portfolio Manager, Private Client Services
2021-09-08 update person_title Tony Desrochers: Research Specialist => Research Specialist, NMWMC Research
2021-08-01 insert personal_emails ma..@nm.com
2021-08-01 insert email ma..@nm.com
2021-08-01 insert email ma..@nm.com
2021-08-01 insert person Margaret Boehmer
2021-08-01 update person_description Amy Taylor => Amy Taylor
2021-08-01 update person_description Kevin Codd => Kevin Codd
2021-08-01 update person_description Madison Lee => Madison Lee
2021-06-28 insert personal_emails am..@nm.com
2021-06-28 insert personal_emails bi..@nm.com
2021-06-28 insert personal_emails ch..@nm.com
2021-06-28 insert personal_emails ja..@nm.com
2021-06-28 delete email ma..@nm.com
2021-06-28 insert address 330 Marshall St Suite 1111 Shreveport, LA 71101
2021-06-28 insert email am..@nm.com
2021-06-28 insert email bi..@nm.com
2021-06-28 insert email ch..@nm.com
2021-06-28 insert email ch..@nm.com
2021-06-28 insert email ja..@nm.com
2021-06-28 insert person Amy Taylor
2021-06-28 insert person Bill Cunningham
2021-06-28 insert person Chandler Nance
2021-06-28 insert person Jamie Morgan
2021-06-28 insert phone 318-550-2670
2021-04-25 delete email el..@nm.com
2021-04-25 delete email pa..@nm.com
2021-04-25 delete person Elton Skipper
2021-04-25 delete person Patrick Weilert
2021-02-01 delete address 1795 Highway 77 North Ste 102 Waxahachie, TX 75165
2021-02-01 delete person Carson McGill
2021-02-01 insert address 110 Park Place Blvd Ste 101 Waxahachie, TX 75165
2021-02-01 insert person Jim Murray
2021-02-01 insert person Tony Desrochers
2021-02-01 update person_title Aaron Thill: Portfolio Management Associate => Associate Portfolio Manager - PCS
2021-02-01 update person_title David Andrzejewski: Portfolio Manager - Private Client Services => Senior Director - Private Client Services
2021-02-01 update person_title Jack Gorski: Investment Research Analyst - Equities => Associate Portfolio Manager - Equities
2021-02-01 update person_title Jenna Koenings: Portfolio Management Associate => Associate Portfolio Manager - PCS
2021-02-01 update person_title Karissa Zanoni: Portfolio Management Associate => Associate Portfolio Manager - PCS
2021-02-01 update person_title Matthew D. Wilbur: Assistant Director - Advisory Investments => Senior Director - Advisory Investments
2021-02-01 update person_title Michael Viroglio: Investment Analyst - Fixed Income => Associate Portfolio Manager - Fixed Income
2021-02-01 update person_title Rebecca Fisher: Portfolio Management Associate - Fixed Income => Associate Portfolio Manager - Fixed Income
2021-02-01 update person_title Stefanie Cheske: Portfolio Management Associate => Associate Portfolio Manager - PCS
2020-10-14 delete personal_emails an..@nm.com
2020-10-14 delete email an..@nm.com
2020-10-14 delete email di..@nm.com
2020-10-14 delete person Dina Parker
2020-05-28 delete phone 800-388-8123
2020-05-28 update person_title Mallory Fritzel CFP: Wealth Management Advisor at WWA; Financial Advisor => Wealth Management Advisor at WWA; Financial Representative
2020-04-28 delete phone 866-950-4644
2020-04-28 insert phone 800-388-8123
2020-04-28 update person_description Mallory Fritzel CFP => Mallory Fritzel CFP
2020-04-28 update person_title Mallory Fritzel CFP: Investment Operations Manager => Wealth Management Advisor at WWA; Financial Advisor
2020-04-28 update person_title Patrick Weilert: Marketing Coordinator => null
2020-03-29 insert phone 866-950-4644
2019-12-08 update person_title Elton Skipper: Associate Financial Representative => null
2019-11-08 insert personal_emails an..@nm.com
2019-11-08 insert personal_emails jo..@nm.com
2019-11-08 insert personal_emails ma..@nm.com
2019-11-08 insert email an..@nm.com
2019-11-08 insert email di..@nm.com
2019-11-08 insert email jo..@nm.com
2019-11-08 insert email ke..@nm.com
2019-11-08 insert email ki..@nm.com
2019-11-08 insert email ma..@nm.com
2019-11-08 insert email ma..@nm.com
2019-11-08 insert person Andrew Nowlin
2019-11-08 insert person Dina Parker
2019-11-08 insert person Jonathan Sclafani
2019-11-08 insert person Kevin Codd
2019-11-08 insert person Kim Champion
2019-11-08 insert person Madison Lee
2019-11-08 insert person Marla Marasco
2019-11-08 update person_description Andrea Peterson => Andrea Peterson
2019-11-08 update person_description Holley Black => Holley Black
2019-11-08 update person_description Patrick Weilert => Patrick Weilert
2019-11-08 update person_title Andrea Peterson: Operations Assistant => Service Coordinator
2019-11-08 update person_title Becky Gosh: Associate Financial Representative => Associate Financial Representative; Service Coordinator
2019-11-08 update person_title Dave Seeds Jr: Portfolio Advisor => Lead Advisor
2019-11-08 update person_title Holley Black: Associate Financial Representative => Associate Wealth Management Advisor
2019-11-08 update person_title Linda Beck RICP: Director of Retirement & Income Planning; Director of Retirement Income Planning => Lead Advisor With WWA
2019-11-08 update person_title Sally Smith: Associate Financial Representative => Operations Manager
2019-11-08 update website_status FailedRobots => OK
2019-10-20 update website_status FlippedRobots => FailedRobots
2019-09-21 update website_status OK => FlippedRobots
2019-08-22 delete person Gerald E. Fradin
2019-06-22 insert personal_emails an..@nm.com
2019-06-22 insert email an..@nm.com
2019-06-22 insert email pa..@nm.com
2019-06-22 insert person Andrea Peterson
2019-06-22 insert person Patrick Weilert
2019-06-22 update person_description Will Brezette => Will Brezette
2019-05-06 insert email wi..@nm.com
2019-05-06 insert person Will Brezette
2019-04-04 insert cmo Ali Valero
2019-04-04 update person_title Ali Valero: Marketing Coordinator => Director of Marketing; Marketing Coordinator
2019-01-22 delete address 1303 W Walnut Hill Lane Ste 200 Irving, TX 75038
2019-01-22 delete address 1303 W Walnut Hill Ln Ste 200 Irving, TX 75038
2019-01-22 delete email do..@nm.com
2019-01-22 delete person Donna Wojnarowski
2019-01-22 insert email ww..@nm.com
2019-01-22 update person_description Dave Seeds Jr => Dave Seeds Jr
2019-01-22 update person_title Todd Braden: Associate Wealth Management Advisor => Financial Representative
2018-08-23 update website_status FlippedRobots => OK
2018-08-23 delete address 1303 W Walnut Hill Ln Ste 200 Irving, TX 75038-3017
2018-08-23 delete address 611 East Wisconsin Avenue, Milwaukee, Wisconsin 53202
2018-08-23 delete fax 972-580-9152
2018-08-23 insert address 720 East Wisconsin Avenue, Milwaukee, Wisconsin 53202-4797
2018-08-23 insert person Charles Herman Armstrong III
2018-04-25 update website_status OK => FlippedRobots
2018-02-16 update website_status FlippedRobots => OK
2018-02-16 delete personal_emails sh..@nm.com
2018-02-16 delete email sh..@nm.com
2018-02-16 delete person Sheila Touchstone
2018-02-16 insert address 111A N Travis St Suite 1 Sherman, TX 75092
2018-02-16 insert address 1210 Johnson Blvd Murray, KY 42071
2018-01-28 update website_status OK => FlippedRobots
2017-12-19 update website_status FailedRobots => OK
2017-11-12 update website_status FlippedRobots => FailedRobots
2017-09-28 update website_status FailedRobots => FlippedRobots
2017-07-16 update website_status FlippedRobots => FailedRobots
2017-06-16 update website_status FailedRobots => FlippedRobots
2017-04-03 update website_status FlippedRobots => FailedRobots
2017-01-24 update website_status FailedRobots => FlippedRobots
2016-12-08 update website_status FlippedRobots => FailedRobots
2016-10-17 update website_status OK => FlippedRobots
2016-08-19 update website_status FlippedRobots => OK
2016-08-10 update website_status OK => FlippedRobots
2016-07-13 delete index_pages_linkeddomain webvotedirect.com
2016-05-18 update website_status FailedRobots => OK
2016-05-18 delete personal_emails ju..@nmfn.com
2016-05-18 delete email ju..@nmfn.com
2016-05-18 delete index_pages_linkeddomain forbes.com
2016-05-18 delete index_pages_linkeddomain go.com
2016-05-18 delete person June Payne
2016-05-18 insert index_pages_linkeddomain webvotedirect.com
2016-03-02 update website_status FlippedRobots => FailedRobots
2016-01-31 update website_status FailedRobots => FlippedRobots
2016-01-02 update website_status FlippedRobots => FailedRobots
2015-12-03 update website_status FailedRobots => FlippedRobots
2015-08-30 update website_status FlippedRobots => FailedRobots
2015-07-28 update website_status OK => FlippedRobots
2015-06-20 update website_status FlippedRobots => OK
2015-06-20 delete index_pages_linkeddomain apple.com
2015-06-20 delete index_pages_linkeddomain youtube.com
2015-06-20 insert index_pages_linkeddomain go.com
2015-06-03 update website_status OK => FlippedRobots
2015-05-01 insert index_pages_linkeddomain apple.com
2015-05-01 insert index_pages_linkeddomain forbes.com
2015-05-01 insert index_pages_linkeddomain youtube.com
2015-04-02 update website_status FlippedRobots => OK
2015-04-02 delete index_pages_linkeddomain apple.com
2015-04-02 delete index_pages_linkeddomain youtube.com
2015-03-25 update website_status FailedRobots => FlippedRobots
2015-02-13 update website_status FlippedRobots => FailedRobots
2015-01-05 update website_status OK => FlippedRobots
2014-11-30 update website_status FailedRobots => OK
2014-11-30 delete index_pages_linkeddomain forbes.com
2014-11-30 insert fax 270-753-0885
2014-11-02 update website_status FlippedRobots => FailedRobots
2014-10-02 update website_status FailedRobots => FlippedRobots
2014-09-01 update website_status FlippedRobots => FailedRobots
2014-07-17 update website_status OK => FlippedRobots
2014-06-05 delete index_pages_linkeddomain on24.com
2014-06-05 insert index_pages_linkeddomain apple.com
2014-06-05 insert index_pages_linkeddomain forbes.com
2014-06-05 insert index_pages_linkeddomain youtube.com