ADVISER MOVES

Montanez’s Voya registration adds Massachusetts; 3,146 affiliation changes

From Nov. 6–8, 2026, the roster lists 3,146 affiliation changes. Cayley M. Montanez’s registration observation adds Massachusetts authorization at Voya; affiliation records do not establish job moves.

By Daniel Mercer··1 min read

Cayley M. Montanez’s Nov. 6 registration observation lists her with Voya Financial Advisors, Inc. and adds Massachusetts among her approved state registrations; the earlier observation listed New York and Texas. This is an affiliation-record finding, not evidence of a job move: registration changes do not establish employment dates or status.

The complete Nov. 6–8 roster contains 3,146 affiliation changes: 767 added, 2,290 updated and 89 removed affiliation records. Those categories count registration affiliations, not verified hires, departures or changes in employment.

Other entries illustrate the range of observations. On Nov. 6, the registration lists Bryce Jackson with Wells Fargo Clearing Services, LLC, while Charles M. Fetner’s registration lists LPL Financial LLC. On Nov. 7, the dated observation no longer lists Whitney M. Mcnicol with Cetera Investment Advisers LLC. That absence does not establish a departure or current employment status.

Adviser affiliation records

The appendix lists all 3,146 affiliation records from 11/06/2026 through 11/08/2026. These entries describe affiliation records; they do not establish hiring or departure dates, and an adviser may appear more than once.

Showing rows 51–75 of 3146. The CSV contains the complete table.

AdviserIndividual CRDObservedAffiliation change
Agustin A. Aguiar787268211/06/2026added
Aidan G. Woods810693911/07/2026added
Aidan M. Fegley802038111/06/2026added
Aidan Stewart835212711/06/2026updated
Aiden R. Langheim827572011/06/2026updated
Alan A. Demattia172175211/06/2026updated
Alan B. Guenzel138962211/06/2026updated
Alan C. Baldwin654419311/06/2026updated
Alan J. Lovi536372111/07/2026updated
Alan Kotlarski734857511/07/2026updated
Alan Macias724919811/06/2026updated
Alan N. Cole303543011/06/2026updated
Alan R. Chambers735128011/07/2026updated
Alan Wong478527811/07/2026added
Alberto Hurtado718857411/06/2026updated
Aldin Rakovic561960711/07/2026added
Alec Bouria644004011/06/2026updated
Alec J. Weiss594113911/07/2026added
Alec R. Pfriem753088111/06/2026added
Aleczina Holmes729981511/07/2026updated
Aleesha Jordan813907211/07/2026updated
Alejandro J. Gonzalez753229111/07/2026added
Alejandro J. T. Farias638397011/07/2026updated
Alex Rabell740807111/07/2026updated
Alexander A. Fisher830543411/07/2026added

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