STRATVIEW WEALTH MANAGEMENT - History of Changes


DateDescription
2024-04-01 insert personal_emails sc..@nm.com
2024-04-01 delete email ma..@nm.com
2024-04-01 delete management_pages_linkeddomain google.com
2024-04-01 delete person Matthew A. Carter
2024-04-01 delete service_pages_linkeddomain google.com
2024-04-01 insert email br..@nm.com
2024-04-01 insert email sc..@nm.com
2024-04-01 insert person Brenda H. Lowry
2024-04-01 insert person Phil A. Sening RICP
2024-04-01 insert person Scherrie Barley
2024-04-01 update person_description Charles Bugg => Charles Bugg
2024-04-01 update person_description Sandra Sumner Myers => Sandra Sumner Myers
2024-04-01 update person_title Charles Bugg: Associate Wealth Management Advisor => Associate Private Wealth Advisor
2024-04-01 update person_title Phil A. Sening: Associate Wealth Management Advisor => Associate Private Wealth Advisor
2024-04-01 update person_title Sandra Sumner Myers: Associate Financial Representative => Financial Planning Specialist
2024-04-01 update robots_txt_status www.stratviewwealth.com: 200 => 0
2023-10-02 update person_description Charles Bugg => Charles Bugg
2023-10-02 update person_description Phil A. Sening => Phil A. Sening
2023-10-02 update person_description Sandra Sumner Myers => Sandra Sumner Myers
2023-10-02 update person_title Charles Bugg: Financial Planning Analyst => Associate Wealth Management Advisor
2023-06-19 update person_description John W. Moore => John W. Moore
2023-04-24 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
2023-04-24 update person_title Bonnie L. Tomczak: Vice President, Investment Products President, Mason Street Advisors => Vice President, Investment Products
2023-04-24 update person_title Matthew D. Wilbur: Wealth & Investment Management => Senior Director, Advisory Investments; Member of the NMWMC INVESTMENT CONSULTANT TEAM
2023-03-20 update person_title Bonnie L Tomczak: Vice President, Wealth & Investment Management Advisory Programs President, Mason Street Advisors => Vice President, Investment Products President, Mason Street Advisors
2022-12-18 insert person Daniel Baumgart
2022-12-18 insert person Jarodd White
2022-12-18 insert person MacKenzie Schill
2022-12-18 insert person Shayla Martin
2022-12-18 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
2022-09-27 update person_title Phil A. Sening: Associate Financial Representative; Representative With Northwestern Mutual => Representative With Northwestern Mutual; Associate Wealth Management Advisor
2022-09-27 update website_status FlippedRobots => OK
2022-08-31 update website_status OK => FlippedRobots