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 476–500 of 2339. The CSV contains the complete table.

AdviserIndividual CRDObservedAffiliation change
Courtney L. Cotter570884811/04/2026updated
Courtney M. Hogan459547211/04/2026updated
Craig A. Buckhout436305111/04/2026added
Craig A. Rutledge180072011/04/2026updated
Craig C. McKnight161436811/04/2026updated
Craig Koehmstedt645821211/04/2026updated
Cullen Ciolfi836695911/04/2026added
Curt R. Stauffer261543111/04/2026removed
Cyndie Huang528073711/04/2026updated
Cynthia D. F. Tornetta226672311/04/2026updated
Cynthia J. Foresta244580411/04/2026updated
Cynthia L. Mosley-Guy120090711/04/2026updated
Cynthia Llewelyn206761811/04/2026updated
Cynthia W. Matthews292723811/04/2026updated
D'Meza S. P. Louis655375511/04/2026updated
Dagny R. Birkerts814145011/04/2026updated
Dahri Jahn651331411/04/2026updated
Dairo J. L. Payares752903811/04/2026added
Dakota Jarreau711988511/04/2026updated
Dale A. Schniederjan798482611/04/2026updated
Dalton Lehnen702693311/04/2026updated
Damali M. Hall-McGuire620739711/04/2026updated
Damian H. Defex238365611/04/2026updated
Dan D. Kauffman322324711/04/2026updated
Dan Vo817796511/04/2026added

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