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 1001–1025 of 3146. The CSV contains the complete table.

AdviserIndividual CRDObservedAffiliation change
Erica L. Westfall428589411/07/2026updated
Ericka M. Groves289081011/07/2026removed
Ericka M. Groves289081011/06/2026added
Erik C. Scaranuzzo419964911/07/2026updated
Erik Larsen446418311/06/2026updated
Erik M. Pettine601052311/06/2026updated
Erik R. Holt463527111/07/2026updated
Erik V. Rubel736172411/07/2026updated
Erik Ziegelman792670311/06/2026added
Erin Donahue753234811/07/2026added
Erin E. Spring291819811/07/2026updated
Erin J. V. Haasteren663354311/07/2026updated
Erin L. Hackbart804616611/06/2026added
Ernest Pido753188511/07/2026added
Errek C. Suhr592894711/07/2026updated
Esmeralda Limon733481111/07/2026updated
Ethan Broder726079611/07/2026updated
Ethan Kohler821367711/06/2026added
Ethan T. Whitney832657111/07/2026added
Ethan W. Chin830954111/06/2026added
Eugene R. Weber427859011/07/2026updated
Eva R. T. Agi723397711/07/2026updated
Evan D. H. Roberts601948711/07/2026updated
Evan Kirsch782592911/07/2026removed
Evan Kirsch782592911/06/2026added

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