ADVISER MOVES
Michele M. Poirier’s Atlanta listing; 1,715 affiliation changes
An October 6, 2026, registration observation lists Michele M. Poirier with The Moorings Group, LLC in Atlanta and Douglasville, Georgia. The full cohort contains 1,715 affiliation changes, not verified job moves.
By Maya Chen·Edition ·1 min read
Michele M. Poirier’s October 6, 2026, registration observation lists her with The Moorings Group, LLC in Atlanta as well as Douglasville, Georgia; the earlier observation listed Douglasville only. This is an affiliation-record change, not evidence of a job move.
The complete October 6 cohort contains 1,715 affiliation changes: 387 added, 1,199 updated and 129 removed affiliation records. These categories count registration affiliations, not verified hires, departures or changes in employment status.
Rachel Hendricks’s observation lists PFS Investments Inc. in Goshen, New York, rather than the previously listed Middletown location. The October 6 observation also lists Zane L. Ochsendorf with MML Investors Services, LLC in Minneapolis and Violeta J. Emmanuel with Ameriprise Financial Services, LLC in Charlotte; each is an added affiliation record, not confirmation of a hiring date.
For David T. Canham, the October 6 observation no longer lists an affiliation with Spire Wealth Management, LLC. That record does not establish a departure or his current employment status.
Adviser affiliation records
The appendix lists all 1,715 affiliation records on 10/06/2026. These entries describe affiliation records; they do not establish hiring or departure dates, and an adviser may appear more than once.
Showing rows 776–800 of 1715. The CSV contains the complete table.
| Adviser | Individual CRD | Observed | Affiliation change |
|---|---|---|---|
| Jiayi Li | 8354052 | 10/06/2026 | added |
| Jie J. Hayes | 5940185 | 10/06/2026 | updated |
| Jillian F. Sirianni | 8342083 | 10/06/2026 | added |
| Jim D. Sandell | 5483509 | 10/06/2026 | updated |
| Jimmy D. Bowen | 4787757 | 10/06/2026 | updated |
| Jinfeng Yuan | 8156438 | 10/06/2026 | updated |
| Jingfeng Cao | 7476943 | 10/06/2026 | added |
| Joanne L. Hoffman | 3114366 | 10/06/2026 | updated |
| Jodie Shtabsky | 3276486 | 10/06/2026 | updated |
| Jody A. Swapp | 5203196 | 10/06/2026 | updated |
| Joel A. Fliegel | 3179445 | 10/06/2026 | updated |
| Joel D. Cox | 5710438 | 10/06/2026 | updated |
| Johann Eissler | 7926109 | 10/06/2026 | updated |
| Johara D. Safraoui | 7900404 | 10/06/2026 | updated |
| John A. Beaudoin | 2101981 | 10/06/2026 | updated |
| John A. Griffin | 7965956 | 10/06/2026 | updated |
| John A. Lawrence | 7269720 | 10/06/2026 | updated |
| John A. Marshall | 2634720 | 10/06/2026 | updated |
| John B. Farrell | 5568673 | 10/06/2026 | added |
| John B. O'Brien | 7234669 | 10/06/2026 | updated |
| John B. Whatley | 2235683 | 10/06/2026 | updated |
| John Bay | 5539917 | 10/06/2026 | removed |
| John C. Clement | 7696591 | 10/06/2026 | updated |
| John C. Marcolla | 1276158 | 10/06/2026 | updated |
| John C. McCormick | 1064861 | 10/06/2026 | updated |