| Date | Description |
|---|
| 2024-04-04 |
insert email en..@mercer-wm.com |
| 2024-04-04 |
insert email mh..@mercer-wm.com |
| 2024-04-04 |
insert person Emily Nelson |
| 2024-04-04 |
insert person Maddie Hammann |
| 2024-04-04 |
insert phone 502-482-8506 |
| 2024-04-04 |
insert phone 859-346-5152 |
| 2023-10-01 |
delete vp Kayla Deyer |
| 2023-10-01 |
delete email kd..@mercer-wm.com |
| 2023-10-01 |
delete person Kayla Deyer |
| 2023-10-01 |
delete phone 502-482-8506 |
| 2023-10-01 |
update person_title Rachel Bratcher: Client Relationship Manager; about Team Difference Services News & Media => Associate Wealth Advisor; about Team Difference Services News & Media |
| 2023-04-14 |
insert vp Emmett Cosgrove |
| 2023-04-14 |
update person_title Emmett Cosgrove: Vice President / Wealth Advisor; about Team Difference Services News & Media => Vice President; about Team Difference Services News & Media |
| 2023-01-30 |
delete managingdirector Lexie Head |
| 2023-01-30 |
insert ceo Lexie Head |
| 2023-01-30 |
insert otherexecutives Wendy Staudenheimer |
| 2023-01-30 |
insert vp Kayla Deyer |
| 2023-01-30 |
delete email wt..@mercer-wm.com |
| 2023-01-30 |
delete person Wendy Thompson |
| 2023-01-30 |
insert email ws..@mercer-wm.com |
| 2023-01-30 |
insert person Wendy Staudenheimer |
| 2023-01-30 |
update person_title Andrew Miller: Senior Investment Analyst; about Team Difference Services News & Media => about Team Difference Services News & Media; Senior Vice President / Senior Investment Analyst |
| 2023-01-30 |
update person_title Emmett Cosgrove: Wealth Advisor; about Team Difference Services News & Media => Vice President / Wealth Advisor; about Team Difference Services News & Media |
| 2023-01-30 |
update person_title Kayla Deyer: Wealth Advisor at the Mercer Wealth Management Group => Vice President; Wealth Advisor at the Mercer Wealth Management Group; Vice President / Wealth Advisor |
| 2023-01-30 |
update person_title Lexie Head: Head at Merrill Lynch; Founder; Head at Merrill; Member of St. Margaret Mary Catholic Church; Managing Director => Head at Merrill Lynch; Founder; Head at Merrill; Member of St. Margaret Mary Catholic Church; Managing Partner |
| 2022-09-14 |
delete address Hurstbourne Place
9300 Shelbyville Road, Suite 350
Louisville, KY 40222 |
| 2022-09-14 |
delete phone 800-482-3601 |
| 2022-09-14 |
insert index_pages_linkeddomain emaplan.com |
| 2022-09-14 |
insert index_pages_linkeddomain schwab.com |