ADVISER MOVES

Melissa Jane’s Merrill Lynch record adds a branch; 2,339 affiliation changes

A registration observation dated November 4, 2026, lists an additional Santa Barbara branch for Melissa Jane at Merrill Lynch. These affiliation records do not establish job moves.

By Maya Chen··1 min read

Melissa Jane’s registration with Merrill Lynch, Pierce, Fenner & Smith Incorporated included a Santa Barbara branch in the November 4, 2026, observation; the earlier observed record listed a San Luis Obispo branch. This is an affiliation-record finding, not evidence of a job move or employment change.

The November 4 observation covered 2,339 affiliation changes: 335 added, 1,946 updated and 58 removed affiliation records. Added, updated and removed describe registration affiliations, not verified hires or departures; a removed affiliation means the registration record no longer shows it.

The same observation listed Halle Elise-Labert Dick with Merrill Lynch, while the registration record for Brian N. Hamel no longer listed an affiliation with Ameritas Advisory Services, LLC. The records do not establish employment dates or current employment status.

Adviser affiliation records

The appendix lists all 2,339 affiliation records on 11/04/2026. These entries describe affiliation records; they do not establish hiring or departure dates, and an adviser may appear more than once.

Showing rows 301–325 of 2339. The CSV contains the complete table.

AdviserIndividual CRDObservedAffiliation change
Brittany C. Ingman676018211/04/2026updated
Brittany M. Miller700356611/04/2026updated
Britton P. Jones430482011/04/2026updated
Brody Asheim816510711/04/2026updated
Brooke J. Bowerman309534911/04/2026updated
Bruce A. Popper162337611/04/2026updated
Bruce E. Legates230305411/04/2026updated
Bruce J. Rothbard217332711/04/2026updated
Bruce M. Hull719272811/04/2026updated
Bruna C. Leonel670821711/04/2026updated
Bryan A. Joachim708877311/04/2026updated
Bryan A. Krause278556311/04/2026updated
Bryan A. Lerner551618411/04/2026updated
Bryan D. Purdy630784611/04/2026updated
Bryan Frates711973011/04/2026updated
Bryan H. King300578411/04/2026updated
Bryan K. Davis240490711/04/2026updated
Bryan S. McClendon215962811/04/2026updated
Bryan S. Morgan285971111/04/2026updated
Bryan S. Thompson609529311/04/2026removed
Bryce P. Haynes728004511/04/2026updated
Bryce V. Orman809472211/04/2026added
Burke Driscoll327367911/04/2026updated
Burt A. Snover189390011/04/2026updated
Caitlyn M. Dunbar641637911/04/2026removed

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