| Date | Description |
|---|
| 2024-03-07 |
delete chro Lori Evans |
| 2024-03-07 |
insert coo Lori Evans |
| 2024-03-07 |
delete management_pages_linkeddomain google.com |
| 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 source_ip 162.159.134.81 |
| 2024-03-07 |
insert source_ip 162.159.133.81 |
| 2024-03-07 |
update person_description Michael Gandy => Michael Gandy |
| 2024-03-07 |
update person_title Joseph G. Guin: Financial Representative => Co - Founder and Partner, Private Wealth Advisor |
| 2024-03-07 |
update person_title Lori Evans: Director of Human Resources => Director of Operations |
| 2024-03-07 |
update person_title Michael Gandy: null => Investment Operations Associate |
| 2024-03-07 |
update robots_txt_status www.compass-fp.com: 200 => 0 |
| 2023-06-26 |
update person_title Joseph G. Guin: Co - Founder and Private Wealth Advisor => Financial Representative |
| 2023-05-20 |
delete address 3 Hawthorn Pkwy, Ste 310
Vernon Hills, IL 60061 |
| 2023-05-20 |
insert address 272 E. Deerpath Rd, Suite 204
Lake Forest, IL 60045 |
| 2023-05-20 |
insert phone 847-731-3200 |
| 2023-05-20 |
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 |
| 2023-05-20 |
update person_title Bonnie L. Tomczak: Vice President, Wealth & Investment Management Advisory Programs President, Mason Street Advisors => Vice President, Investment Products |
| 2023-05-20 |
update person_title Matthew D. Wilbur: Wealth & Investment Management => Senior Director, Advisory Investments; Member of the NMWMC INVESTMENT CONSULTANT TEAM |
| 2023-05-20 |
update primary_contact 3 Hawthorn Pkwy, Ste 310
Vernon Hills, IL 60061 => 272 E. Deerpath Rd, Suite 204
Lake Forest, IL 60045 |
| 2023-05-20 |
update website_status FlippedRobots => OK |
| 2023-03-16 |
update website_status OK => FlippedRobots |
| 2022-10-07 |
insert personal_emails ei..@nm.com |
| 2022-10-07 |
insert personal_emails mi..@nm.com |
| 2022-10-07 |
delete contact_pages_linkeddomain nmfn.com |
| 2022-10-07 |
delete index_pages_linkeddomain nmfn.com |
| 2022-10-07 |
delete management_pages_linkeddomain nmfn.com |
| 2022-10-07 |
delete service_pages_linkeddomain nmfn.com |
| 2022-10-07 |
insert email ei..@nm.com |
| 2022-10-07 |
insert email mi..@nm.com |
| 2022-10-07 |
insert person Daniel Baumgart |
| 2022-10-07 |
insert person Eileen Swartout |
| 2022-10-07 |
insert person Jarodd White |
| 2022-10-07 |
insert person MacKenzie Schill |
| 2022-10-07 |
insert person Michael Gandy |
| 2022-10-07 |
insert person Shayla Martin |
| 2022-10-07 |
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 |
| 2022-05-10 |
update person_description Timothy George Hender => Timothy George Hender |