ADVISER MOVES
Diane Coon’s Merrill record lists two branches; 2,555 affiliation changes
A registration observation on October 9 listed Diane M. Coon with Merrill Lynch branches in Newport Beach and San Francisco. The period roster counts affiliation records, not verified job moves.
By Claire Bennett·Edition ·1 min read
Diane M. Coon’s October 9 registration observation listed her with Merrill Lynch, Pierce, Fenner & Smith Incorporated at branches in Newport Beach and San Francisco. The roster counts 2,555 affiliation changes from October 9 through October 11, 2026; these are changes to affiliation records, not verified job moves.
Other entries show different record patterns. On October 10, Brianna K. Jacobs’s registration listed an affiliation with LPL Financial LLC in San Diego. On October 9, the dated registration observation for Andrew T. Young no longer listed his affiliation with WHITAKER-MYERS Wealth Managers, Ltd.
Adviser affiliation records
The appendix lists all 2,555 affiliation records from 10/09/2026 through 10/11/2026. 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 2555. The CSV contains the complete table.