| Date | Description |
|---|
| 2024-04-06 |
insert person Annette Testa-Young |
| 2023-08-28 |
update person_description Joseph B Beshear => Joseph B Beshear |
| 2023-06-26 |
delete personal_emails jo..@nm.com |
| 2023-06-26 |
insert otherexecutives Shawn Peck |
| 2023-06-26 |
insert personal_emails ru..@nm.com |
| 2023-06-26 |
insert personal_emails sh..@nm.com |
| 2023-06-26 |
delete person John Burpee |
| 2023-06-26 |
insert person Russell Goss |
| 2023-06-26 |
insert person Shawn Peck |
| 2023-04-04 |
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 |
| 2023-04-04 |
update person_title Bonnie L. Tomczak: Vice President, Wealth & Investment Management Advisory Programs President, Mason Street Advisors => Vice President, Investment Products |
| 2023-04-04 |
update person_title Matthew D. Wilbur: Wealth & Investment Management => Senior Director, Advisory Investments; Member of the NMWMC INVESTMENT CONSULTANT TEAM |
| 2023-02-23 |
insert personal_emails ca..@nm.com |
| 2023-02-23 |
insert person Caleb Rogers |
| 2023-02-23 |
insert person Dustin Parks |
| 2023-02-23 |
insert person Marty W. Geiger |
| 2023-02-23 |
insert person Marty W. Geiger CFP |
| 2023-01-10 |
insert personal_emails jo..@nm.com |
| 2023-01-10 |
insert person Chris Ridings |
| 2023-01-10 |
insert person Connor Lewis |
| 2023-01-10 |
insert person Joe Neiman |
| 2022-11-23 |
delete person Nick Deppner |
| 2022-11-23 |
update person_title Davie Cochrane: Lead Partner and Private Wealth Advisor => CLU®, ChFC®, CPA, PFS; Lead Partner and Private Wealth Advisor |
| 2022-10-09 |
insert personal_emails ja..@nm.com |
| 2022-10-09 |
delete person Jacquelyn Cochrane |
| 2022-10-09 |
delete person Luke Madsen LUTCF |
| 2022-10-09 |
delete person Reid Miles |
| 2022-10-09 |
insert person Daniel Baumgart |
| 2022-10-09 |
insert person Danielle Brown |
| 2022-10-09 |
insert person Jared Nickoli |
| 2022-10-09 |
insert person Jarodd White |
| 2022-10-09 |
insert person MacKenzie Schill |
| 2022-10-09 |
insert person Shayla Martin |
| 2022-10-09 |
update person_description John Burpee => John Burpee |
| 2022-10-09 |
update person_description Russell Peterson => Russell Peterson |
| 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 |
| 2022-08-31 |
delete personal_emails ch..@nm.com |
| 2022-08-31 |
delete person Christine Mills CFP |
| 2022-08-01 |
delete personal_emails ca..@nm.com |
| 2022-08-01 |
delete person Cassidy Carr |
| 2022-06-30 |
insert personal_emails kr..@nm.com |
| 2022-06-30 |
delete person Katelynn McDaniel |
| 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 |
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 |
| 2022-02-05 |
insert person Mindi Rich |
| 2022-02-05 |
insert person Morgan L Rich |
| 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 |
| 2021-09-12 |
delete personal_emails va..@nm.com |
| 2021-09-12 |
insert personal_emails sa..@nm.com |
| 2021-09-12 |
delete person Vanessa Kirchoff |
| 2021-09-12 |
insert person Sarah Hayes |
| 2021-07-03 |
insert person Nick Deppner |
| 2021-04-26 |
delete personal_emails ja..@nm.com |
| 2021-04-26 |
delete person Dustin Parks |
| 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 person Nick Deppner |
| 2021-02-03 |
insert person Cassidy Carr |
| 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 |
| 2020-10-12 |
delete personal_emails ch..@nm.com |
| 2020-10-12 |
insert founder David Schimberg |
| 2020-10-12 |
insert personal_emails ch..@nm.com |
| 2020-10-12 |
insert personal_emails ti..@nm.com |
| 2020-10-12 |
insert personal_emails va..@nm.com |
| 2020-10-12 |
delete person Christine Gallatin |
| 2020-10-12 |
insert person Andy Scarpitti CFP |
| 2020-10-12 |
insert person Angie McIntosh |
| 2020-10-12 |
insert person Christine Mills |
| 2020-10-12 |
insert person David Schimberg |
| 2020-10-12 |
insert person Dustin Parks |
| 2020-10-12 |
insert person Kertsze Nunes CFP |
| 2020-10-12 |
insert person Nick Deppner |
| 2020-10-12 |
insert person Shawn Zolcak |
| 2020-10-12 |
insert person Tim Miller |
| 2020-10-12 |
insert person Vanessa Kirchoff |
| 2020-03-20 |
delete person Ryan M Gorman |
| 2019-11-02 |
update person_title Vanessa A Kirchoff: Financial Representative Assistant => Financial Planning Associate |
| 2019-04-01 |
delete person Jennifer M Homer |
| 2019-04-01 |
update person_description Ryan M Gorman => Ryan M Gorman |
| 2018-07-07 |
delete personal_emails da..@nm.com |
| 2018-07-07 |
delete person Daniel Rinck |
| 2018-07-07 |
insert person Ryan M Gorman |
| 2017-12-15 |
insert personal_emails da..@nm.com |
| 2017-12-15 |
insert person Daniel Rinck |
| 2017-12-15 |
insert person Jennifer M Homer |
| 2017-12-15 |
update person_description Vanessa A Kirchoff => Vanessa A Kirchoff |
| 2016-06-12 |
insert personal_emails va..@nm.com |
| 2016-06-12 |
insert person Vanessa A Kirchoff |
| 2015-04-07 |
delete personal_emails ch..@nm.com |
| 2015-04-07 |
delete person Charles R. Ehrenfried |