| Date | Description |
|---|
| 2024-03-07 |
delete personal_emails sa..@nm.com |
| 2024-03-07 |
delete personal_emails th..@nm.com |
| 2024-03-07 |
insert cmo Mallory Page Sorrows |
| 2024-03-07 |
insert personal_emails gr..@nm.com |
| 2024-03-07 |
delete email ca..@nm.com |
| 2024-03-07 |
delete email sa..@nm.com |
| 2024-03-07 |
delete email th..@nm.com |
| 2024-03-07 |
delete management_pages_linkeddomain google.com |
| 2024-03-07 |
delete person Cammie Vaughn |
| 2024-03-07 |
delete person Sarah Cunningham |
| 2024-03-07 |
delete person Thomas Freeman |
| 2024-03-07 |
delete service_pages_linkeddomain google.com |
| 2024-03-07 |
delete source_ip 162.159.130.79 |
| 2024-03-07 |
delete source_ip 162.159.129.79 |
| 2024-03-07 |
insert email el..@nm.com |
| 2024-03-07 |
insert email gr..@nm.com |
| 2024-03-07 |
insert email ma..@nm.com |
| 2024-03-07 |
insert management_pages_linkeddomain cdservices.org |
| 2024-03-07 |
insert management_pages_linkeddomain greenvillechamber.org |
| 2024-03-07 |
insert management_pages_linkeddomain greenvilleepc.org |
| 2024-03-07 |
insert management_pages_linkeddomain heart.org |
| 2024-03-07 |
insert management_pages_linkeddomain unitedwaygc.org |
| 2024-03-07 |
insert person Elliott Bull |
| 2024-03-07 |
insert person Gregory Rosson |
| 2024-03-07 |
insert person Mallory Page Sorrows |
| 2024-03-07 |
insert source_ip 162.159.134.81 |
| 2024-03-07 |
insert source_ip 162.159.133.81 |
| 2024-03-07 |
update person_description Brett G. Smith => Brett G. Smith |
| 2024-03-07 |
update person_description Christopher Griffin => Christopher Griffin |
| 2024-03-07 |
update person_description John B. Tripoli => John B. Tripoli |
| 2024-03-07 |
update robots_txt_status www.upstatelegacyplanning.com: 200 => 0 |
| 2023-06-24 |
delete personal_emails ch..@nm.com |
| 2023-06-24 |
insert coo Christopher Griffin |
| 2023-06-24 |
delete email ch..@nm.com |
| 2023-06-24 |
delete person Chris Cashen |
| 2023-06-24 |
delete phone 864-232-2881 |
| 2023-06-24 |
update person_title Cassie J. Glover: Director of Insurance Services and Operations => Director of Insurance Services |
| 2023-06-24 |
update person_title Christopher Griffin: Financial Planning Analyst => Director of Operations |
| 2023-05-06 |
delete personal_emails ja..@nm.com |
| 2023-05-06 |
delete personal_emails sa..@nm.com |
| 2023-05-06 |
insert personal_emails sa..@nm.com |
| 2023-05-06 |
delete email ja..@nm.com |
| 2023-05-06 |
delete email sa..@nm.com |
| 2023-05-06 |
delete person Jacob W. Atkinson |
| 2023-05-06 |
delete person Sarah Danahy |
| 2023-05-06 |
insert email sa..@nm.com |
| 2023-05-06 |
insert person Sarah Cunningham |
| 2023-05-06 |
update person_description Don S. Clardy => Don S. Clardy |
| 2023-05-06 |
update person_title Joanne E. Beresheim: Associate Private Wealth Advisor => Director of Investments and Planning |
| 2023-02-24 |
delete personal_emails ro..@nm.com |
| 2023-02-24 |
delete email ro..@nm.com |
| 2023-02-24 |
delete person Robin Blackwood |
| 2023-02-24 |
update person_description Jacob W Atkinson => Jacob W. Atkinson |
| 2023-02-24 |
update person_description Meredith J. Fallon => Meredith J. Fallon |
| 2023-02-24 |
update person_description Thomas Freeman => Thomas Freeman |
| 2022-11-24 |
update person_title Cassie J. Glover: Director of Insurance Services => Director of Insurance Services and Operations |
| 2022-09-07 |
update person_title Thomas Freeman: Director of Investments and Operations => Director of Investments |
| 2022-08-08 |
insert personal_emails ch..@nm.com |
| 2022-08-08 |
insert personal_emails ja..@nm.com |
| 2022-08-08 |
insert email ch..@nm.com |
| 2022-08-08 |
insert email ja..@nm.com |
| 2022-08-08 |
insert person Christopher Griffin |
| 2022-08-08 |
insert person Jacob W Atkinson |
| 2022-08-08 |
update person_description Cammie Vaughn => Cammie Vaughn |
| 2022-03-31 |
update person_title Chris Cashen: Lead Advisor => Lead Advisor; Private Wealth Lead Advisor |
| 2022-03-31 |
update person_title Joanne E. Beresheim: Associate Wealth Management Advisor => Associate Private Wealth Advisor |
| 2022-03-31 |
update person_title Sarah Danahy: Marketing Coordinator => Associate Financial Representative |
| 2022-02-13 |
delete office_emails br..@nm.com |
| 2022-02-13 |
delete personal_emails ch..@nm.com |
| 2022-02-13 |
delete personal_emails pa..@nm.com |
| 2022-02-13 |
delete email br..@nm.com |
| 2022-02-13 |
delete email ch..@nm.com |
| 2022-02-13 |
delete email pa..@nm.com |
| 2022-02-13 |
delete person Brooke A. Smith |
| 2022-02-13 |
delete person Christopher Griffin |
| 2022-02-13 |
delete person Patrick Burke |
| 2022-02-13 |
update person_title Chris Cashen: Associate Wealth Management Advisor => Lead Advisor |
| 2021-09-11 |
insert personal_emails ch..@nm.com |
| 2021-09-11 |
delete email el..@nm.com |
| 2021-09-11 |
delete person Elliott Bull |
| 2021-09-11 |
insert email ch..@nm.com |
| 2021-09-11 |
insert person Chris Cashen |
| 2021-09-11 |
update person_description Patrick Burke => Patrick Burke |
| 2021-09-11 |
update person_title Patrick Burke: null => Financial Planning Analyst |
| 2021-07-03 |
insert personal_emails ch..@nm.com |
| 2021-07-03 |
insert personal_emails pa..@nm.com |
| 2021-07-03 |
insert personal_emails sa..@nm.com |
| 2021-07-03 |
insert email ch..@nm.com |
| 2021-07-03 |
insert email pa..@nm.com |
| 2021-07-03 |
insert email sa..@nm.com |
| 2021-07-03 |
insert person Christopher Griffin |
| 2021-07-03 |
insert person Patrick Burke |
| 2021-07-03 |
insert person Sarah Danahy |
| 2021-07-03 |
update person_title Robin Blackwood: Marketing Coordinator => Marketing Manager |
| 2021-04-25 |
delete source_ip 199.59.138.230 |
| 2021-04-25 |
delete source_ip 199.59.136.230 |
| 2021-04-25 |
insert source_ip 162.159.130.79 |
| 2021-04-25 |
insert source_ip 162.159.129.79 |
| 2021-02-01 |
delete personal_emails th..@nm.com |
| 2021-02-01 |
insert personal_emails do..@nm.com |
| 2021-02-01 |
insert personal_emails ro..@nm.com |
| 2021-02-01 |
delete email th..@nm.com |
| 2021-02-01 |
delete person Thiago Pinheiro |
| 2021-02-01 |
insert email ca..@nm.com |
| 2021-02-01 |
insert email do..@nm.com |
| 2021-02-01 |
insert email jo..@nm.com |
| 2021-02-01 |
insert email ro..@nm.com |
| 2021-02-01 |
insert person Cammie Vaughn |
| 2021-02-01 |
insert person Don S. Clardy |
| 2021-02-01 |
insert person Joanne E. Beresheim |
| 2021-02-01 |
insert person Robin Blackwood |
| 2021-02-01 |
update person_title Thomas Freeman: Operations Associate => Director of Investments and Operations |
| 2020-09-20 |
delete personal_emails lu..@nm.com |
| 2020-09-20 |
insert office_emails br..@nm.com |
| 2020-09-20 |
insert personal_emails th..@nm.com |
| 2020-09-20 |
insert personal_emails th..@nm.com |
| 2020-09-20 |
delete contact_pages_linkeddomain nmfn.com |
| 2020-09-20 |
delete email lu..@nm.com |
| 2020-09-20 |
delete index_pages_linkeddomain nmfn.com |
| 2020-09-20 |
delete management_pages_linkeddomain nmfn.com |
| 2020-09-20 |
delete person J. Luke Brooks CFP |
| 2020-09-20 |
delete service_pages_linkeddomain nmfn.com |
| 2020-09-20 |
insert email br..@nm.com |
| 2020-09-20 |
insert email el..@nm.com |
| 2020-09-20 |
insert email me..@nm.com |
| 2020-09-20 |
insert email th..@nm.com |
| 2020-09-20 |
insert email th..@nm.com |
| 2020-09-20 |
insert person Brooke A. Smith |
| 2020-09-20 |
insert person Elliott Bull |
| 2020-09-20 |
insert person Meredith J. Fallon |
| 2020-09-20 |
insert person Thiago Pinheiro |
| 2020-09-20 |
insert person Thomas Freeman |
| 2020-09-20 |
update person_description John B. Tripoli => John B. Tripoli |
| 2020-07-11 |
delete email to..@nm.com |
| 2020-07-11 |
delete person Tonya R. Davis |
| 2020-06-03 |
delete phone 800-388-8123 |
| 2020-05-04 |
delete phone 866-950-4644 |
| 2020-05-04 |
insert phone 800-388-8123 |
| 2020-04-04 |
insert phone 866-950-4644 |
| 2020-03-04 |
delete otherexecutives Kelsey W. Earle |
| 2020-03-04 |
delete email ke..@nm.com |
| 2020-03-04 |
delete email up..@nm.com |
| 2020-03-04 |
delete person Kelsey W. Earle |
| 2020-03-04 |
insert email to..@nm.com |
| 2020-03-04 |
insert email ul..@nm.com |
| 2020-03-04 |
insert person Tonya R. Davis |
| 2020-01-29 |
insert otherexecutives Kelsey W. Earle |
| 2020-01-29 |
update person_title Kelsey W. Earle: Executive Assistant => Director of Business Development |