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 1826–1850 of 3146. The CSV contains the complete table.

AdviserIndividual CRDObservedAffiliation change
Krystal M. Phillips642294611/07/2026updated
Ksenia A. Theard693047811/07/2026updated
Kuan Wang598878911/07/2026updated
Kurt J. Williams600109611/07/2026updated
Kurt M. Arvidson186740811/08/2026updated
Kurt S. Wunderlich469344311/07/2026updated
Kurt Schaefer203148411/06/2026updated
Kurt Skudrna681191811/06/2026updated
Kyle A. Birchall638680811/07/2026updated
Kyle A. Smith746130411/07/2026updated
Kyle Horvath731390011/06/2026updated
Kyle K. Warner528830811/07/2026updated
Kyle Patriaco753243911/07/2026added
Kyle R. Purcell627324011/07/2026updated
Kyle Scallion608113411/07/2026updated
Kyle T. Kerr753083111/06/2026added
Kyle T. Melling655009811/06/2026updated
Kylee Rogers801695311/06/2026updated
Kylie Rosenquest793634111/07/2026added
Kyung-Il Lee830074211/06/2026added
L M. Shegoski72659111/07/2026updated
Lacie B. Witherspoon670848511/07/2026updated
Laila Raful794876111/07/2026updated
Lana M. Watwood460543011/07/2026updated
Laresa Brown687068611/07/2026updated

Download data (CSV)

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