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 1201–1225 of 3146. The CSV contains the complete table.

AdviserIndividual CRDObservedAffiliation change
Hunter G. Satcher744318511/07/2026added
Hunter J. Smith696747811/06/2026updated
Hunter J. Smith696747811/06/2026removed
Hunter M. Hudson833496611/07/2026updated
Hunter S. Nielson815164611/07/2026updated
Hunter Suttle826313211/07/2026added
Huong J. T. Do745221511/07/2026updated
Hussain M. Ali430680411/06/2026updated
Huw D. Rose291639311/07/2026updated
Huy Nguyen737794411/07/2026updated
Ian D. Schneider720643511/07/2026updated
Ian Doran748209811/07/2026added
Ian F. Mobley793130011/06/2026updated
Ian O. Hayward753028911/06/2026added
Igor Dosenovic753053911/06/2026added
Illona M. Vitali142886111/07/2026updated
Ingrid G. Wells587423511/07/2026updated
Irina M. Vazquez502028811/06/2026updated
Irina S. Pack670718511/07/2026updated
Irvin D. Tiu792996711/07/2026updated
Irvin D. Tiu792996711/06/2026added
Isaac D. Valancy748361611/07/2026updated
Isabel C. Ramsey530087711/07/2026updated
Isabel Engelbert784212011/06/2026updated
Iselle Obregon592522811/07/2026updated

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