ROYAL WEALTH PARTNERS - History of Changes


DateDescription
2024-04-07 delete cmo Taylor Ann Belling
2024-04-07 delete email ta..@nm.com
2024-04-07 delete management_pages_linkeddomain google.com
2024-04-07 delete person Taylor Ann Belling
2024-04-07 delete source_ip 162.159.130.79
2024-04-07 delete source_ip 162.159.129.79
2024-04-07 insert source_ip 162.159.134.81
2024-04-07 insert source_ip 162.159.133.81
2024-04-07 update robots_txt_status www.royalwealthpartners.com: 200 => 0
2023-10-12 insert personal_emails al..@nm.com
2023-10-12 delete email ma..@nm.com
2023-10-12 delete person Matt R Liefer
2023-10-12 insert email al..@nm.com
2023-10-12 insert email ay..@nm.com
2023-10-12 insert person Alyssa Zuck
2023-10-12 insert person Aylin Chavez Lopez
2023-06-20 delete personal_emails al..@nm.com
2023-06-20 delete email al..@nm.com
2023-06-20 delete person Alex Schultz CFP
2023-06-20 insert email co..@nm.com
2023-06-20 insert person Cole Fossenbarger
2023-04-18 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
2023-04-18 update person_title Bonnie L. Tomczak: Vice President, Wealth & Investment Management Advisory Programs President, Mason Street Advisors => Vice President, Investment Products
2023-04-18 update person_title Matthew D. Wilbur: Wealth & Investment Management => Senior Director, Advisory Investments; Member of the NMWMC INVESTMENT CONSULTANT TEAM
2023-02-02 update person_description Alex Schultz CFP => Alex Schultz CFP
2022-11-10 delete email ha..@nm.com
2022-11-10 delete person Hailey H Watson
2022-11-10 insert person Daniel Baumgart
2022-11-10 insert person Jarodd White
2022-11-10 insert person MacKenzie Schill
2022-11-10 insert person Shayla Martin
2022-11-10 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
2022-08-04 delete index_pages_linkeddomain nmfn.com
2022-08-04 delete management_pages_linkeddomain nmfn.com
2022-03-29 delete email ha..@nm.com
2022-03-29 delete person Brandon Hofmann
2022-03-29 delete person Evamarie Schoenborn
2022-03-29 delete person Ravi Mogallapu
2022-03-29 insert email ha..@nm.com
2022-03-29 insert person Alejandro (Alex) Esquivel
2022-03-29 insert person Christopher Moser
2022-03-29 insert person Dan Amiri
2022-03-29 insert person Erjola Borici
2022-03-29 insert person John E. (Jeb) Bentley
2022-03-29 insert person Katie Wood
2022-03-29 insert person Nicholas Creech
2022-03-29 insert person Zach Freudenberg
2022-03-29 update person_title Aaron Thill: Associate Portfolio Manager, Private Client Services => Portfolio Manager, Private Client Services
2022-03-29 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
2022-03-29 update person_title Bonnie Tomczak: Vice President, IPS Advisory Programs => Vice President, Wealth & Investment Management Advisory Programs President, Mason Street Advisors
2022-03-29 update person_title Jack Gorski: Portfolio Management Specialist, Equities => Associate Portfolio Manager, Equities
2022-03-29 update person_title Matthew D. Wilbur: Senior Director, Advisory Investments; Member of the NMWMC INVESTMENT CONSULTANT TEAM => Wealth & Investment Management
2022-03-29 update person_title Stefanie Cheske: Associate Portfolio Manager, Private Client Services => Member of the PRIVATE CLIENT SERVICES TEAM; Portfolio Manager, Private Client Services
2022-02-10 insert cmo Taylor Ann Belling
2022-02-10 insert personal_emails ja..@nm.com
2022-02-10 insert email ha..@nm.com
2022-02-10 insert email ja..@nm.com
2022-02-10 insert email ma..@nm.com
2022-02-10 insert email ta..@nm.com
2022-02-10 insert person Hailey H Watson
2022-02-10 insert person Jacob MA Wentz
2022-02-10 insert person Matt R Liefer
2022-02-10 insert person Taylor Ann Belling
2022-02-10 update person_description Cari Brown => Cari Brown
2022-02-10 update person_title Alex Schultz CFP: Associate Financial Representative => Director of Operations and Client Service
2022-02-10 update person_title Scott Royal: CEO; Founder; Wealth Management Advisor => CEO; Founder
2021-08-28 delete person Michael Viroglio
2021-08-28 insert person Aditi Javeri Gokhale
2021-08-28 insert person Bonnie Tomczak
2021-08-28 insert person Evamarie Schoenborn
2021-08-28 insert person Jennifer Stell
2021-08-28 insert person Marisol Garcia
2021-08-28 insert person Ravi Mogallapu
2021-08-28 update person_title Aaron Thill: Associate Portfolio Manager - PCS => Associate Portfolio Manager, Private Client Services
2021-08-28 update person_title David Andrzejewski: Senior Director - Private Client Services => Member of the PRIVATE CLIENT SERVICES TEAM; Senior Director / Portfolio Manager, Private Client Services
2021-08-28 update person_title Jack Gorski: Associate Portfolio Manager - Equities => Portfolio Management Specialist, Equities
2021-08-28 update person_title Jenna Koenings: Associate Portfolio Manager - PCS => Associate Portfolio Manager, Fixed Income
2021-08-28 update person_title Karissa Zanoni: Associate Portfolio Manager - PCS => Associate Portfolio Manager, Private Client Services
2021-08-28 update person_title Rebecca Fisher: Associate Portfolio Manager - Fixed Income => Portfolio Manager, Fixed Income
2021-08-28 update person_title Stefanie Cheske: Associate Portfolio Manager - PCS => Associate Portfolio Manager, Private Client Services
2021-08-28 update person_title Tony Desrochers: Research Specialist => Research Specialist, NMWMC Research
2021-07-01 delete personal_emails ja..@nm.com
2021-07-01 delete address 9300 Underwood Ave Ste 500 Embassy Tower Omaha, NE 68114
2021-07-01 delete email ja..@nm.com
2021-07-01 delete person Jacob MA Wentz
2021-07-01 insert address 9300 Underwood Ave, Ste 500C Embassy Tower Omaha, NE 68114
2021-07-01 insert index_pages_linkeddomain nmfn.com
2021-07-01 insert management_pages_linkeddomain nmfn.com
2021-07-01 update primary_contact 9300 Underwood Ave Ste 500 Embassy Tower Omaha, NE 68114 => 9300 Underwood Ave, Ste 500C Embassy Tower Omaha, NE 68114
2021-04-25 insert personal_emails ja..@nm.com
2021-04-25 delete address 9300 Underwood Ave Ste 500 Embassy Tower Omaha, NE 68114-2690
2021-04-25 insert email ja..@nm.com
2021-04-25 insert person Jacob MA Wentz
2021-02-02 delete address 720 E Wisconsin Ave Milwaukee WI, 53202
2021-02-02 insert address 720 East Wisconsin Avenue, Milwaukee, Wisconsin 53202-4797
2020-07-30 delete source_ip 199.59.138.230
2020-07-30 delete source_ip 199.59.136.230
2020-07-30 insert source_ip 162.159.130.79
2020-07-30 insert source_ip 162.159.129.79
2020-06-28 delete personal_emails ap..@nm.com
2020-06-28 delete email ap..@nm.com
2020-06-28 delete person Apryl Helm
2020-05-28 insert personal_emails al..@nm.com
2020-05-28 insert email al..@nm.com
2020-05-28 insert person Alex Schultz
2020-04-28 delete personal_emails ni..@nm.com
2020-04-28 delete email ni..@nm.com
2020-04-28 delete person Nicole Ray
2020-03-29 delete personal_emails ty..@nm.com
2020-03-29 delete email ty..@nm.com
2020-03-29 delete index_pages_linkeddomain jdpower.com
2020-03-29 delete person Tyler Scritchfield
2020-02-26 insert index_pages_linkeddomain jdpower.com
2020-01-18 delete otherexecutives Justin Larsen
2020-01-18 update person_description Taylor Royal => Taylor Royal
2020-01-18 update person_title Justin Larsen: Director of Marketing and Communications => Associate Financial Representative
2019-12-06 delete index_pages_linkeddomain nm.com
2019-11-06 insert index_pages_linkeddomain nm.com
2019-11-06 update person_description Justin Larsen => Justin Larsen
2019-11-06 update website_status FailedRobots => OK
2019-10-19 update website_status FlippedRobots => FailedRobots
2019-09-22 update website_status OK => FlippedRobots
2019-08-23 delete cmo Justin Larsen
2019-08-23 delete personal_emails ni..@nm.com
2019-08-23 insert otherexecutives Justin Larsen
2019-08-23 delete email ni..@nm.com
2019-08-23 delete person Nick Schroeder
2019-08-23 update person_description Cari Brown => Cari Brown
2019-08-23 update person_description Justin Larsen => Justin Larsen
2019-08-23 update person_description Nicole Ray => Nicole Ray
2019-08-23 update person_description Scott A Royal => Scott A Royal
2019-08-23 update person_description Tyler Scritchfield => Tyler Scritchfield
2019-08-23 update person_title Justin Larsen: Director of Marketing => Director of Marketing and Communications
2019-08-23 update person_title Tyler Scritchfield: null => Associate Director of Supervision
2019-07-24 insert phone 402-714-2149
2019-06-24 insert personal_emails ca..@nm.com
2019-06-24 insert personal_emails ni..@nm.com
2019-06-24 insert personal_emails ni..@nm.com
2019-06-24 insert personal_emails ty..@nm.com
2019-06-24 insert address 9300 Underwood Ave Ste 500 Embassy Tower Omaha, NE 68114-2690
2019-06-24 insert email ca..@nm.com
2019-06-24 insert email ni..@nm.com
2019-06-24 insert email ni..@nm.com
2019-06-24 insert email ty..@nm.com
2019-06-24 insert person Cari B Brown
2019-06-24 insert person Nick Schroeder
2019-06-24 insert person Nicole Ray
2019-06-24 update person_description Scott A Royal => Scott A Royal
2019-06-24 update person_description Taylor J Royal => Taylor J Royal
2019-06-24 update person_title Apryl S Helm: Associate Financial Representative => Office Manager
2019-06-24 update person_title Scott A Royal: Financial Advisor; Wealth Management Advisor => Wealth Management Advisor
2019-06-24 update person_title Taylor J Royal: Associate Financial Representative => null