| Date | Description |
|---|
| 2023-04-21 |
delete personal_emails ar..@nm.com |
| 2023-04-21 |
delete personal_emails jo..@nm.com |
| 2023-04-21 |
insert personal_emails al..@nm.com |
| 2023-04-21 |
insert personal_emails bi..@nm.com |
| 2023-04-21 |
insert personal_emails ji..@nm.com |
| 2023-04-21 |
insert personal_emails ni..@nm.com |
| 2023-04-21 |
delete address 18575 Jamboree Rd.
Suite 400
Irvine, CA 92612 |
| 2023-04-21 |
delete career_pages_linkeddomain nmfn.com |
| 2023-04-21 |
delete contact_pages_linkeddomain nmfn.com |
| 2023-04-21 |
delete email ar..@nm.com |
| 2023-04-21 |
delete email jo..@nm.com |
| 2023-04-21 |
delete email ma..@nm.com |
| 2023-04-21 |
delete index_pages_linkeddomain nmfn.com |
| 2023-04-21 |
delete person Aron Wong |
| 2023-04-21 |
delete person Joel Staples CPWA |
| 2023-04-21 |
delete person Kevin Du Pree CLU |
| 2023-04-21 |
delete person Mariah Lopez |
| 2023-04-21 |
delete service_pages_linkeddomain nmfn.com |
| 2023-04-21 |
insert address 18575 Jamboree Rd
Ste 400
Irvine, CA 92612 |
| 2023-04-21 |
insert email al..@nm.com |
| 2023-04-21 |
insert email bi..@nm.com |
| 2023-04-21 |
insert email ji..@nm.com |
| 2023-04-21 |
insert email ma..@nm.com |
| 2023-04-21 |
insert email na..@nm.com |
| 2023-04-21 |
insert email ni..@nm.com |
| 2023-04-21 |
insert person Bianca Roces |
| 2023-04-21 |
insert person Daniel Baumgart |
| 2023-04-21 |
insert person Jarodd White |
| 2023-04-21 |
insert person Jimmy J. Cusimano |
| 2023-04-21 |
insert person Mac Dalphy |
| 2023-04-21 |
insert person MacKenzie Schill |
| 2023-04-21 |
insert person Nan Heui Kim |
| 2023-04-21 |
insert person Nick Socha |
| 2023-04-21 |
insert person Shayla Martin |
| 2023-04-21 |
update person_description Christa Jacob => Christa Jacob |
| 2023-04-21 |
update person_description Corey Villalpando CLTC => Corey Villalpando CLTC |
| 2023-04-21 |
update person_description Elicia Nicoll => Elicia Nicoll |
| 2023-04-21 |
update person_description Grace Pham => Grace Pham |
| 2023-04-21 |
update person_description JJ Chok => JJ Chok |
| 2023-04-21 |
update person_description Jim Grefenstette => Jim Grefenstette |
| 2023-04-21 |
update person_description Kenny Kikuno => Kenny Kikuno |
| 2023-04-21 |
update person_description Mamie Sanderson => Mamie Sanderson |
| 2023-04-21 |
update person_description Nicolas Mattingly => Nicolas Mattingly |
| 2023-04-21 |
update person_description Patrick J Stoll => Patrick J Stoll |
| 2023-04-21 |
update person_description Peter Park => Peter Park |
| 2023-04-21 |
update person_description Sandra Gee => Sandra Gee |
| 2023-04-21 |
update person_description Sarah Engelke CFP => Sarah Engelke CFP |
| 2023-04-21 |
update person_description Thomas Cary => Thomas Cary |
| 2023-04-21 |
update person_description Timothy J. Molnar => Timothy J. Molnar |
| 2023-04-21 |
update person_description Veronica Reed => Veronica Reed |
| 2023-04-21 |
update person_description Victoria Mohler CLTC => Victoria Mohler CLTC |
| 2023-04-21 |
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 |
| 2023-04-21 |
update person_title Bonnie L. Tomczak: Vice President, Wealth & Investment Management Advisory Programs President, Mason Street Advisors => Vice President, Investment Products |
| 2023-04-21 |
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 |
| 2023-04-21 |
update person_title Mamie Sanderson: Financial Planning Analyst => Investment Operations Associate |
| 2023-04-21 |
update person_title Matthew D. Wilbur: Wealth & Investment Management => Senior Director, Advisory Investments; Member of the NMWMC INVESTMENT CONSULTANT TEAM |
| 2023-04-21 |
update primary_contact 18575 Jamboree Rd.
Suite 400
Irvine, CA 92612 => 18575 Jamboree Rd
Ste 400
Irvine, CA 92612 |
| 2022-04-03 |
delete person Evamarie Schoenborn |
| 2022-04-03 |
update person_title Bonnie Tomczak: President, Mason Street Advisors => Vice President, Wealth & Investment Management Advisory Programs President, Mason Street Advisors |
| 2022-04-03 |
update person_title Matthew D. Wilbur: Senior Director, Advisory Investments; Member of the NMWMC INVESTMENT CONSULTANT TEAM => Wealth & Investment Management |