| Date | Description |
|---|
| 2024-03-08 |
delete personal_emails ca..@nm.com |
| 2024-03-08 |
delete personal_emails ke..@nm.com |
| 2024-03-08 |
insert personal_emails ba..@nm.com |
| 2024-03-08 |
delete email ca..@nm.com |
| 2024-03-08 |
delete email ch..@nm.com |
| 2024-03-08 |
delete email de..@nm.com |
| 2024-03-08 |
delete email ke..@nm.com |
| 2024-03-08 |
delete email mi..@nm.com |
| 2024-03-08 |
delete management_pages_linkeddomain google.com |
| 2024-03-08 |
delete person Dean Kartsimas |
| 2024-03-08 |
delete service_pages_linkeddomain google.com |
| 2024-03-08 |
delete source_ip 162.159.130.79 |
| 2024-03-08 |
delete source_ip 162.159.129.79 |
| 2024-03-08 |
insert email ba..@nm.com |
| 2024-03-08 |
insert person Barbara A Trojanowski |
| 2024-03-08 |
insert source_ip 162.159.134.81 |
| 2024-03-08 |
insert source_ip 162.159.133.81 |
| 2024-03-08 |
update person_description Carm Barbaro => Carm Barbaro |
| 2024-03-08 |
update person_description Carmelo A Barbaro RICP => Carmelo A Barbaro RICP |
| 2024-03-08 |
update person_description Elizabeth Reynolds => Elizabeth Lee Reynolds |
| 2024-03-08 |
update person_description Phillip J Roberts => Phillip J Roberts |
| 2024-03-08 |
update person_title Phillip J Roberts: Practice Manager => Office Manager |
| 2024-03-08 |
update robots_txt_status www.nextphaseadvisorygroup.com: 200 => 0 |
| 2023-05-21 |
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 |
| 2023-05-21 |
update person_title Allison Elizabeth Ruff: Client Service Coordinator => Investment Operations |
| 2023-05-21 |
update person_title Bonnie L. Tomczak: Vice President, Wealth & Investment Management Advisory Programs President, Mason Street Advisors => Vice President, Investment Products |
| 2023-05-21 |
update person_title Karl Beck CFP: Associate Wealth Management Advisor => Associate Private Wealth Advisor |
| 2023-05-21 |
update person_title Matthew D. Wilbur: Wealth & Investment Management => Senior Director, Advisory Investments; Member of the NMWMC INVESTMENT CONSULTANT TEAM |
| 2023-02-25 |
delete personal_emails ne..@nm.com |
| 2023-02-25 |
insert personal_emails ka..@nm.com |
| 2023-02-25 |
delete email ne..@nm.com |
| 2023-02-25 |
delete person Nello Selvaggio |
| 2023-02-25 |
insert email de..@nm.com |
| 2023-02-25 |
insert email ka..@nm.com |
| 2023-02-25 |
insert person Dean Kartsimas |
| 2023-02-25 |
insert person Karl Beck CFP |
| 2022-11-25 |
insert person Daniel Baumgart |
| 2022-11-25 |
insert person Jarodd White |
| 2022-11-25 |
insert person MacKenzie Schill |
| 2022-11-25 |
insert person Shayla Martin |
| 2022-11-25 |
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 |
| 2022-08-09 |
delete career_pages_linkeddomain nmfn.com |
| 2022-08-09 |
delete index_pages_linkeddomain nmfn.com |
| 2022-08-09 |
delete management_pages_linkeddomain nmfn.com |
| 2022-08-09 |
delete service_pages_linkeddomain nmfn.com |
| 2022-08-09 |
update person_title Aline Tayourane: Marketing and Client Service Associate => null |
| 2022-08-09 |
update person_title Cheryl Wheatley: Marketing Manager => Marketing and Communications |
| 2022-08-09 |
update person_title Katy Joyce: Director of Insurance Operations and Services => null |
| 2022-08-09 |
update person_title Sally Pawlak: Associate Wealth Management Advisor => Client Service and Investment Operations |
| 2022-07-04 |
update person_title Cody R Epperson: Associate Wealth Management Advisor => Financial Planning Analyst |
| 2022-07-04 |
update person_title Jennifer M Carpenter: Director of Investment Management => Director of Wealth Management Services |
| 2022-07-04 |
update person_title Nello Selvaggio: Investment Operations Manager => Associate; Financial Advisor |
| 2022-06-01 |
insert personal_emails al..@nm.com |
| 2022-06-01 |
insert email al..@nm.com |
| 2022-06-01 |
insert person Allison Ruff |
| 2022-03-31 |
insert personal_emails co..@nm.com |
| 2022-03-31 |
delete person Brandon Hofmann |
| 2022-03-31 |
delete person Evamarie Schoenborn |
| 2022-03-31 |
delete person Ravi Mogallapu |
| 2022-03-31 |
insert email co..@nm.com |
| 2022-03-31 |
insert person Alejandro (Alex) Esquivel |
| 2022-03-31 |
insert person Christopher Moser |
| 2022-03-31 |
insert person Cody R Epperson |
| 2022-03-31 |
insert person Dan Amiri |
| 2022-03-31 |
insert person Erjola Borici |
| 2022-03-31 |
insert person John E. (Jeb) Bentley |
| 2022-03-31 |
insert person Katie Wood |
| 2022-03-31 |
insert person Nicholas Creech |
| 2022-03-31 |
insert person Zach Freudenberg |
| 2022-03-31 |
update person_description Kevin M Olson => Kevin M Olson |
| 2022-03-31 |
update person_title Aaron Thill: Associate Portfolio Manager, Private Client Services => Portfolio Manager, Private Client Services |
| 2022-03-31 |
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 |
| 2022-03-31 |
update person_title Bonnie Tomczak: Vice President, IPS Advisory Programs => Vice President, Wealth & Investment Management Advisory Programs President, Mason Street Advisors |
| 2022-03-31 |
update person_title Jack Gorski: Portfolio Management Specialist, Equities => Associate Portfolio Manager, Equities |
| 2022-03-31 |
update person_title Matthew D. Wilbur: Senior Director, Advisory Investments; Member of the NMWMC INVESTMENT CONSULTANT TEAM => Wealth & Investment Management |
| 2022-03-31 |
update person_title Stefanie Cheske: Associate Portfolio Manager, Private Client Services => Member of the PRIVATE CLIENT SERVICES TEAM; Portfolio Manager, Private Client Services |