Calvin M. Sales is listed with Merrill Lynch; 23 affiliation changes

Calvin M. Sales is listed with Merrill Lynch, Pierce, Fenner & Smith Incorporated in an affiliation added in the October 26, 2026, registration observation. Added, updated and removed entries count affiliation records; they do not establish hiring, departure or current employment.

The complete cohort comprises 23 affiliation changes observed that day: 4 added, 13 updated and 6 removed. The figures describe affiliation records, not verified job moves.

The October 26 observation no longer lists Christopher D. Sheets or Forrest R. Green with J.P. Morgan Securities LLC. This does not establish that either adviser left the firm. In another updated record, Kevin Pellegrini’s Florida registration with West Pine 43 LLC is listed as approved on October 25, 2026.

Adviser affiliation records

The appendix lists all 23 affiliation records on 10/26/2026. These entries describe affiliation records; they do not establish hiring or departure dates, and an adviser may appear more than once.