SPARKS FINANCIAL - History of Changes


DateDescription
2024-04-09 delete personal_emails ja..@nm.com
2024-04-09 delete personal_emails me..@nm.com
2024-04-09 insert cfo Stephanie D Lindell
2024-04-09 insert cmo Carolyn Gust
2024-04-09 insert personal_emails an..@nm.com
2024-04-09 insert personal_emails ca..@nm.com
2024-04-09 insert personal_emails ca..@nm.com
2024-04-09 insert personal_emails ch..@nm.com
2024-04-09 insert personal_emails co..@nm.com
2024-04-09 insert personal_emails iv..@nm.com
2024-04-09 insert personal_emails ja..@nm.com
2024-04-09 insert personal_emails li..@nm.com
2024-04-09 insert personal_emails na..@nm.com
2024-04-09 insert personal_emails st..@nm.com
2024-04-09 insert personal_emails zo..@nm.com
2024-04-09 delete email ja..@nm.com
2024-04-09 delete email me..@nm.com
2024-04-09 delete management_pages_linkeddomain google.com
2024-04-09 delete person Megan Manne
2024-04-09 delete person Mike Bowen
2024-04-09 delete source_ip 162.159.130.79
2024-04-09 delete source_ip 162.159.129.79
2024-04-09 insert address 1300 Summit Ave Suite 800 Fort Worth, TX 76102
2024-04-09 insert email an..@nm.com
2024-04-09 insert email be..@nm.com
2024-04-09 insert email ca..@nm.com
2024-04-09 insert email ca..@nm.com
2024-04-09 insert email ch..@nm.com
2024-04-09 insert email co..@nm.com
2024-04-09 insert email iv..@nm.com
2024-04-09 insert email ja..@nm.com
2024-04-09 insert email li..@nm.com
2024-04-09 insert email na..@nm.com
2024-04-09 insert email ro..@nm.com
2024-04-09 insert email st..@nm.com
2024-04-09 insert email tr..@nm.com
2024-04-09 insert email wi..@nm.com
2024-04-09 insert email zo..@nm.com
2024-04-09 insert person Beau Jacobson
2024-04-09 insert person Bucket Filler
2024-04-09 insert person Camilla Latimer
2024-04-09 insert person Carolyn Gust
2024-04-09 insert person Charles B. Prothro
2024-04-09 insert person Colton J. Duffy
2024-04-09 insert person Ivan Magalhaes
2024-04-09 insert person John Chamberlin
2024-04-09 insert person Liz Mott
2024-04-09 insert person Ross Crippen
2024-04-09 insert person Stephanie D Lindell
2024-04-09 insert person Trent M. Jones
2024-04-09 insert person Will Murdock
2024-04-09 insert person Zoe Macdonald
2024-04-09 insert phone (817) 347-9124
2024-04-09 insert source_ip 162.159.134.81
2024-04-09 insert source_ip 162.159.133.81
2024-04-09 update person_description Bryce Hefner => Bryce Hefner
2024-04-09 update person_description Christopher Horvat => Christopher Horvat
2024-04-09 update person_description Jonathan A. Rains => Jonathan A. Rains
2024-04-09 update person_description Lynn E Emeott => Lynn E Emeott
2024-04-09 update person_description Marshall Morris => Marshall Morris
2024-04-09 update person_description Nicholas Schreiber => Nicholas Schreiber
2024-04-09 update person_description Ted Holmes => Ted Holmes
2024-04-09 update person_title Frank P Ratini: Director of Business Strategy => Director of Business Strategy and Practice Management
2024-04-09 update person_title Jerry Kinzie: Private Wealth Service Advisor => null
2024-04-09 update person_title Nicholas Schreiber: Operations Associate => Investment Operations Specialist
2024-04-09 update person_title Tim Perkins: Insurance Operations Specialist => Investment Operations Specialist
2024-04-09 update robots_txt_status www.sparks-financial.com: 200 => 0
2023-10-18 delete personal_emails sa..@nm.com
2023-10-18 delete address 1873 S Bellaire Street, Ste 1600 Denver, CO 80222
2023-10-18 delete email sa..@nm.com
2023-10-18 delete person Sandra A. Laskowski
2023-10-18 insert address 1873 S Bellaire St, Ste 1600 Denver, CO 80222
2023-10-18 insert index_pages_linkeddomain wsj.com
2023-10-18 insert person Jayla Bosch
2023-10-18 update person_description Scott G Sparks => Scott G Sparks
2023-10-18 update person_title Tim Perkins: Investment Operations Specialist => Insurance Operations Specialist
2023-10-18 update primary_contact 1873 S Bellaire Street, Ste 1600 Denver, CO 80222 => 1873 S Bellaire St, Ste 1600 Denver, CO 80222
2023-04-26 delete personal_emails ch..@nm.com
2023-04-26 delete email ch..@nm.com
2023-04-26 delete email el..@nm.com
2023-04-26 delete person Christian Bills
2023-04-26 delete person Elle Malone
2023-04-26 insert email er..@nm.com
2023-04-26 insert person Erin Long
2023-04-26 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
2023-04-26 update person_title Bonnie L. Tomczak: Vice President, Wealth & Investment Management Advisory Programs President, Mason Street Advisors => Vice President, Investment Products
2023-04-26 update person_title Matthew D. Wilbur: Wealth & Investment Management => Senior Director, Advisory Investments; Member of the NMWMC INVESTMENT CONSULTANT TEAM
2023-02-13 insert personal_emails ja..@nm.com
2023-02-13 insert personal_emails me..@nm.com
2023-02-13 insert email ja..@nm.com
2023-02-13 insert email me..@nm.com
2023-02-13 insert person Jayla Gentile
2023-02-13 insert person Megan Manne
2023-02-13 update person_description Tim Perkins => Tim Perkins
2023-02-13 update person_title Bryce Hefner: Private Wealth Service Advisor => Associate Private Wealth Advisor
2023-02-13 update person_title Tim Perkins: Investment Operations Associate => Investment Operations Specialist
2022-12-14 insert email el..@nm.com
2022-12-14 insert person Daniel Baumgart
2022-12-14 insert person Elle Malone
2022-12-14 insert person Jarodd White
2022-12-14 insert person MacKenzie Schill
2022-12-14 insert person Shayla Martin
2022-12-14 update person_description Lynn E Emeott => Lynn E Emeott
2022-12-14 update person_description Matthew M Haynes => Matthew M Haynes
2022-12-14 update person_description Ted Holmes => Ted Holmes
2022-12-14 update person_description Vy Tran => Vy Tran
2022-12-14 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
2022-12-14 update person_title Vy Tran: Client Relations => Leadership Support Specialist
2022-10-02 insert personal_emails je..@nm.com
2022-10-02 insert personal_emails ni..@nm.com
2022-10-02 insert personal_emails sa..@nm.com
2022-10-02 insert email je..@nm.com
2022-10-02 insert email ni..@nm.com
2022-10-02 insert email sa..@nm.com
2022-10-02 insert person Jerry Kinzie
2022-10-02 insert person Nicholas Schreiber
2022-10-02 update person_title Lynn E Emeott: Investment Operations => Client Service Associate
2022-10-02 update person_title Marshall Morris: Client Service Associate => Private Wealth Service Advisor
2022-10-02 update person_title Tim Perkins: Operations Assistant => Investment Operations Associate
2022-08-15 delete index_pages_linkeddomain thedenverchannel.com
2022-08-15 delete index_pages_linkeddomain usnews.com
2022-08-15 insert person Mike Bowen
2022-05-08 insert email fr..@nm.com
2022-05-08 insert person Frank P Ratini
2022-04-07 delete person Evamarie Schoenborn
2022-04-07 update person_title Bonnie Tomczak: President, Mason Street Advisors => Vice President, Wealth & Investment Management Advisory Programs President, Mason Street Advisors
2022-04-07 update person_title Matthew D. Wilbur: Senior Director, Advisory Investments; Member of the NMWMC INVESTMENT CONSULTANT TEAM => Wealth & Investment Management
2022-03-08 delete personal_emails an..@nm.com
2022-03-08 delete email an..@nm.com
2022-03-08 delete person Angela Michele Kadey
2022-03-08 delete person Brandon Hofmann
2022-03-08 delete person Ravi Mogallapu
2022-03-08 insert email ti..@nm.com
2022-03-08 insert person Alejandro (Alex) Esquivel
2022-03-08 insert person Christopher Moser
2022-03-08 insert person Dan Amiri
2022-03-08 insert person Erjola Borici
2022-03-08 insert person John E. (Jeb) Bentley
2022-03-08 insert person Katie Wood
2022-03-08 insert person Nicholas Creech
2022-03-08 insert person Tim Perkins
2022-03-08 insert person Zach Freudenberg
2022-03-08 update person_title Aaron Thill: Associate Portfolio Manager, Private Client Services => Portfolio Manager, Private Client Services
2022-03-08 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
2022-03-08 update person_title Bonnie Tomczak: Vice President, IPS Advisory Programs => President, Mason Street Advisors
2022-03-08 update person_title Jack Gorski: Portfolio Management Specialist, Equities => Associate Portfolio Manager, Equities
2022-03-08 update person_title Stefanie Cheske: Associate Portfolio Manager, Private Client Services => Member of the PRIVATE CLIENT SERVICES TEAM; Portfolio Manager, Private Client Services
2022-03-08 update person_title Taven Sparks: Principal and Private Wealth Advisor => Partner and Private Wealth Advisor
2021-12-10 delete otherexecutives John Courier
2021-12-10 delete email jo..@nm.com
2021-12-10 delete person John Courier
2021-12-10 insert index_pages_linkeddomain thedenverchannel.com
2021-12-10 insert index_pages_linkeddomain usnews.com
2021-12-10 update person_description Angela Michele Kadey => Angela Michele Kadey
2021-12-10 update person_description Lynn Emily Emeott => Lynn Emily Emeott
2021-12-10 update person_description Vy Tran => Vy Tran
2021-08-07 delete coo Don Sant
2021-08-07 delete personal_emails ju..@nm.com
2021-08-07 insert personal_emails an..@nm.com
2021-08-07 insert personal_emails ly..@nm.com
2021-08-07 delete email do..@nm.com
2021-08-07 delete email ju..@nm.com
2021-08-07 delete person Don Sant
2021-08-07 delete person Julie Baizley
2021-08-07 delete person Michael Viroglio
2021-08-07 delete source_ip 104.17.96.70
2021-08-07 delete source_ip 104.17.197.77
2021-08-07 insert email an..@nm.com
2021-08-07 insert email ly..@nm.com
2021-08-07 insert email vy..@nm.com
2021-08-07 insert person Aditi Javeri Gokhale
2021-08-07 insert person Angela Michele Kadey
2021-08-07 insert person Bonnie Tomczak
2021-08-07 insert person Evamarie Schoenborn
2021-08-07 insert person Jennifer Stell
2021-08-07 insert person Lynn Emily Emeott
2021-08-07 insert person Marisol Garcia
2021-08-07 insert person Ravi Mogallapu
2021-08-07 insert person Vy Tran
2021-08-07 insert source_ip 162.159.130.79
2021-08-07 insert source_ip 162.159.129.79
2021-08-07 update person_title Aaron Thill: Associate Portfolio Manager - PCS => Associate Portfolio Manager, Private Client Services
2021-08-07 update person_title Christopher Horvat: Investment Operations Manager => Operations Manager
2021-08-07 update person_title David Andrzejewski: Senior Director - Private Client Services => Member of the PRIVATE CLIENT SERVICES TEAM; Senior Director / Portfolio Manager, Private Client Services
2021-08-07 update person_title Jack Gorski: Associate Portfolio Manager - Equities => Portfolio Management Specialist, Equities
2021-08-07 update person_title Jenna Koenings: Associate Portfolio Manager - PCS => Associate Portfolio Manager, Fixed Income
2021-08-07 update person_title Karissa Zanoni: Associate Portfolio Manager - PCS => Associate Portfolio Manager, Private Client Services
2021-08-07 update person_title Rebecca Fisher: Associate Portfolio Manager - Fixed Income => Portfolio Manager, Fixed Income
2021-08-07 update person_title Stefanie Cheske: Associate Portfolio Manager - PCS => Associate Portfolio Manager, Private Client Services
2021-08-07 update person_title Tony Desrochers: Research Specialist => Research Specialist, NMWMC Research
2021-07-08 delete personal_emails ma..@nm.com
2021-07-08 delete personal_emails sa..@nm.com
2021-07-08 insert personal_emails ch..@nm.com
2021-07-08 delete email ma..@nm.com
2021-07-08 delete email sa..@nm.com
2021-07-08 delete person Brian W Budge
2021-07-08 delete person Maggie Bardsley
2021-07-08 delete person Sarah Snyder
2021-07-08 delete source_ip 162.159.130.79
2021-07-08 delete source_ip 162.159.129.79
2021-07-08 insert email ch..@nm.com
2021-07-08 insert person Christian Bills
2021-07-08 insert source_ip 104.17.96.70
2021-07-08 insert source_ip 104.17.197.77
2021-04-28 insert index_pages_linkeddomain forbes.com
2021-04-28 insert person Brian W Budge
2021-04-28 update person_title Jonathan A. Rains: Private Wealth Advisor => null
2021-04-28 update person_title Sarah Snyder: Lead Advisor Support Associate => null
2021-02-03 delete coo Julie Baizley
2021-02-03 delete personal_emails ch..@nm.com
2021-02-03 insert personal_emails ch..@nm.com
2021-02-03 delete email ch..@nm.com
2021-02-03 delete person Carson McGill
2021-02-03 delete person Chris Snobeck
2021-02-03 insert email ch..@nm.com
2021-02-03 insert email ma..@nm.com
2021-02-03 insert person Christopher Horvat
2021-02-03 insert person Jim Murray
2021-02-03 insert person Marshall Morris
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 Bryce Hefner: Service Advisor => Private Wealth Service 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 Don Sant: Chief Operating Officer => Controller; COO
2021-02-03 update person_title Drew Babb: Service Advisor => Associate Private Wealth Advisor
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 Jonathan Andrew Rains: Advisor => Private Wealth Advisor
2021-02-03 update person_title Julie Baizley: Director of Operations; Associate of Business / University of Wisconsin - Milwaukee => Insurance Operations Manager; Associate of Business / University of Wisconsin - Milwaukee
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
2021-02-03 update person_title Taven Sparks: Financial Representative => Principal and Private Wealth Advisor
2020-10-04 delete address 1873 S Bellaire St, Ste 1600 Denver, CO 80222
2020-10-04 insert address 1873 S Bellaire Street, Ste 1600 Denver, CO 80222
2020-10-04 update primary_contact 1873 S Bellaire St, Ste 1600 Denver, CO 80222 => 1873 S Bellaire Street, Ste 1600 Denver, CO 80222
2020-07-26 delete source_ip 199.59.138.230
2020-07-26 delete source_ip 199.59.136.230
2020-07-26 insert source_ip 162.159.130.79
2020-07-26 insert source_ip 162.159.129.79
2020-05-24 delete otherexecutives Julie Baizley
2020-05-24 insert coo Julie Baizley
2020-05-24 insert personal_emails sa..@nm.com
2020-05-24 delete phone 800-388-8123
2020-05-24 insert email sa..@nm.com
2020-05-24 insert person Sarah Snyder
2020-05-24 update person_title Julie Baizley: Associate of Business / University of Wisconsin - Milwaukee; Director of Client Services => Director of Operations; Associate of Business / University of Wisconsin - Milwaukee
2020-04-24 delete phone 866-950-4644
2020-04-24 insert phone 800-388-8123
2020-03-24 delete coo Sarah Grantham
2020-03-24 delete personal_emails sa..@nm.com
2020-03-24 delete email sa..@nm.com
2020-03-24 delete person Sarah Grantham
2020-03-24 insert phone 866-950-4644
2020-02-22 delete personal_emails kr..@nm.com
2020-02-22 delete email kr..@nm.com
2020-02-22 delete person Kristen Gullickson
2020-01-04 insert email sp..@nm.com
2020-01-04 update person_title Bryce Hefner: Investment Operations Associate => Service Advisor
2019-12-03 insert otherexecutives Julie Baizley
2019-12-03 update person_title Julie Baizley: Director of Insurance Operations and Services; Associate of Business / University of Wisconsin - Milwaukee => Associate of Business / University of Wisconsin - Milwaukee; Director of Client Services
2019-11-02 delete personal_emails na..@nm.com
2019-11-02 insert personal_emails ta..@nm.com
2019-11-02 delete email na..@nm.com
2019-11-02 delete person Nathan Puccini
2019-11-02 insert email ta..@nm.com
2019-11-02 insert person Taven Sparks
2019-11-02 update person_title Drew Babb: Advisory Operations Specialist => Service Advisor
2019-11-02 update person_title Jonathan Andrew Rains: Manager of Client Experience => Advisor
2019-11-02 update website_status FailedRobots => OK
2019-10-13 update website_status FlippedRobots => FailedRobots
2019-09-21 update website_status OK => FlippedRobots
2019-08-21 delete person Gerald E. Fradin
2019-08-21 update person_title Nathan Puccini: Investment Operations => null
2019-06-22 insert personal_emails br..@nm.com
2019-06-22 insert personal_emails jo..@nm.com
2019-06-22 insert email br..@nm.com
2019-06-22 insert email jo..@nm.com
2019-06-22 insert person Bryce Hefner
2019-06-22 insert person Jonathan Andrew Rains
2019-04-04 delete otherexecutives Erin Long
2019-04-04 insert coo Sarah Grantham
2019-04-04 insert otherexecutives John Courier
2019-04-04 insert personal_emails sa..@nm.com
2019-04-04 delete email er..@nm.com
2019-04-04 delete person Erin Long
2019-04-04 insert email dr..@nm.com
2019-04-04 insert email jo..@nm.com
2019-04-04 insert email sa..@nm.com
2019-04-04 insert person Drew Babb
2019-04-04 insert person John Courier
2019-04-04 insert person Sarah Grantham
2019-04-04 update person_description Chris Snobeck CFP => Chris Snobeck
2019-04-04 update person_description Gary Wing => Gary Wing
2019-04-04 update person_description Julie Baizley => Julie Baizley
2019-04-04 update person_description Kristen Gullickson => Kristen Gullickson
2019-04-04 update person_description Maggie Bardsley => Maggie Bardsley
2019-04-04 update person_description Matthew Haynes => Matthew M Haynes
2019-04-04 update person_description Nathan Puccini => Nathan Puccini
2019-04-04 update person_description Peter B Egan CFP => Peter B Egan
2019-04-04 update person_description Ted Holmes => Ted Holmes
2019-04-04 update person_title Julie Baizley: Director of Insurance Operations and Services => Director of Insurance Operations and Services; Associate of Business / University of Wisconsin - Milwaukee
2019-01-18 update person_title Don Sant: Chief Operations Officer => Chief Operating Officer