| Date | Description |
|---|
| 2024-03-23 |
insert personal_emails al..@nm.com |
| 2024-03-23 |
insert personal_emails me..@nm.com |
| 2024-03-23 |
insert personal_emails mi..@nm.com |
| 2024-03-23 |
delete email sa..@nm.com |
| 2024-03-23 |
delete person Sarah E Bell |
| 2024-03-23 |
insert email al..@nm.com |
| 2024-03-23 |
insert email me..@nm.com |
| 2024-03-23 |
insert email mi..@nm.com |
| 2024-03-23 |
insert person Allie Havens |
| 2024-03-23 |
insert person Meghan Maynard |
| 2024-03-23 |
insert person Michael J. Ready |
| 2023-10-12 |
delete management_pages_linkeddomain google.com |
| 2023-10-12 |
delete service_pages_linkeddomain google.com |
| 2023-10-12 |
delete source_ip 162.159.130.79 |
| 2023-10-12 |
delete source_ip 162.159.129.79 |
| 2023-10-12 |
insert email co..@nm.com |
| 2023-10-12 |
insert person Conner King |
| 2023-10-12 |
insert source_ip 162.159.134.81 |
| 2023-10-12 |
insert source_ip 162.159.133.81 |
| 2023-10-12 |
update person_description Kelsey N Meadows => Kelsey N Meadows |
| 2023-10-12 |
update robots_txt_status www.trusswealth.com: 200 => 0 |
| 2023-05-21 |
delete personal_emails do..@nm.com |
| 2023-05-21 |
insert personal_emails jo..@nm.com |
| 2023-05-21 |
delete email do..@nm.com |
| 2023-05-21 |
delete person Dominic Petrone |
| 2023-05-21 |
insert email jo..@nm.com |
| 2023-05-21 |
insert person Joseph B Faris |
| 2023-03-01 |
delete personal_emails pa..@nm.com |
| 2023-03-01 |
delete email pa..@nm.com |
| 2023-03-01 |
delete person Patrick Jon Foley |
| 2022-11-28 |
insert personal_emails jo..@nm.com |
| 2022-11-28 |
insert email jo..@nm.com |
| 2022-11-28 |
insert person Joseph Healy |
| 2022-08-10 |
delete contact_pages_linkeddomain nmfn.com |
| 2022-08-10 |
delete index_pages_linkeddomain nmfn.com |
| 2022-08-10 |
delete management_pages_linkeddomain nmfn.com |
| 2022-08-10 |
delete service_pages_linkeddomain nmfn.com |
| 2022-07-04 |
delete coo Kelsey N Meadows |
| 2022-07-04 |
update person_description Brian A. Wilkinson => Brian A. Wilkinson |
| 2022-07-04 |
update person_description Brittany Gordon => Brittany Gordon |
| 2022-07-04 |
update person_description Christian Parsch => Christian Parsch |
| 2022-07-04 |
update person_description Dominic Petrone => Dominic Petrone |
| 2022-07-04 |
update person_description London Jenkins => London Jenkins |
| 2022-07-04 |
update person_description Patrick Jon Foley => Patrick Jon Foley |
| 2022-07-04 |
update person_title Brittany Gordon: Investment Operations Associate => Investment Operations Specialist; Investment Operations Associate |
| 2022-07-04 |
update person_title Kelsey N Meadows: Director of Operations; Lead Associate Financial Representative => Client Experience Manager; Lead Associate Financial Representative |
| 2022-07-04 |
update person_title Lauren Bateman: Director of Financial Planning; Director of Investment Operations => Director of Investment Operations; Associate Wealth Management Advisor |
| 2022-07-04 |
update person_title London Jenkins: Administrative Assistant => Representative |
| 2022-07-04 |
update person_title Sarah E Bell: Director of Insurance => Insurance Operations Associate |
| 2022-06-01 |
insert personal_emails br..@nm.com |
| 2022-06-01 |
insert personal_emails br..@nm.com |
| 2022-06-01 |
insert personal_emails ch..@nm.com |
| 2022-06-01 |
insert personal_emails do..@nm.com |
| 2022-06-01 |
insert personal_emails pa..@nm.com |
| 2022-06-01 |
insert email br..@nm.com |
| 2022-06-01 |
insert email br..@nm.com |
| 2022-06-01 |
insert email ch..@nm.com |
| 2022-06-01 |
insert email do..@nm.com |
| 2022-06-01 |
insert email pa..@nm.com |
| 2022-06-01 |
insert person Brian A. Wilkinson |
| 2022-06-01 |
insert person Brittany Gordon |
| 2022-06-01 |
insert person Christian Parsch |
| 2022-06-01 |
insert person Dominic Petrone |
| 2022-06-01 |
insert person Patrick Jon Foley |
| 2022-06-01 |
update person_title Sarah E Bell: Associate Financial Representative => Director of Insurance |
| 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 person Alejandro (Alex) Esquivel |
| 2022-03-31 |
insert person Christopher Moser |
| 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_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 |