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 126–150 of 3146. The CSV contains the complete table.

AdviserIndividual CRDObservedAffiliation change
Amanda Benesh733403511/06/2026added
Amanda E. Mulhall829072311/06/2026added
Amanda Fast789550011/07/2026added
Amanda Goelz753218211/07/2026added
Amanda J. Velarde680543211/07/2026updated
Amanda M. Wray695767811/06/2026updated
Amanda McDougall466182111/07/2026updated
Amanda N. Sells514311811/06/2026updated
Amanda R. Bruno753115311/06/2026added
Amanda R. Smithy726300811/07/2026updated
Amber A. Cornwell540815811/07/2026updated
Amber L. Schwaab557312711/07/2026updated
Amber L. Weaver687317311/07/2026updated
Amber Wyatt657199611/07/2026updated
Amelia D. O'Dell228110511/07/2026updated
Amir D. Dreams727648811/07/2026added
Amy Benoit744404511/06/2026updated
Amy Gelo251638711/07/2026added
Amy I. Sorge212979011/07/2026updated
Amy L. Williams512921811/07/2026updated
Amy M. Pryor452515811/07/2026added
Ana C. Bourasseau-Calderon680742311/07/2026updated
Anders P. Engbretson782648211/07/2026updated
Andre Stampfel617684511/07/2026updated
Andrea Borgioli523362711/07/2026added

Download data (CSV)

Sources