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 326–350 of 2339. The CSV contains the complete table.

AdviserIndividual CRDObservedAffiliation change
Caleb D. Sumner791481411/04/2026updated
Caleb E. Madanat811988811/04/2026added
Caleb H. Powers752871311/04/2026added
Callalily Q. Ferguson681553411/04/2026updated
Calvin K. Taketa442929011/04/2026updated
Camden J. Clark780062311/04/2026updated
Camden Plewe784695111/04/2026updated
Cameron F. Barclay801490911/04/2026added
Cameron Todd594435211/04/2026updated
Camilla Rab252910411/04/2026updated
Camryn M. Fasano830414911/04/2026updated
Carie M. Heckler455755911/04/2026updated
Carina Smaus670611411/04/2026updated
Carissa B. Marz436855711/04/2026updated
Carl J. Marshalwitz212039411/04/2026updated
Carl S. Eberspacher166424211/04/2026updated
Carla N. Yuan566282811/04/2026updated
Carleena G. Fiorenza676017211/04/2026updated
Carlina Jessen423605411/04/2026updated
Carlos Flores703665011/04/2026updated
Carly J. Gallanter752873511/04/2026added
Carol Deveney730129611/04/2026updated
Carol J. Zelenke542354711/04/2026updated
Carol Ramsdell164596911/04/2026removed
Carolina Buttafuoco827958611/04/2026updated

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