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 651–675 of 2339. The CSV contains the complete table.

AdviserIndividual CRDObservedAffiliation change
Doyel N. Price267213911/04/2026updated
Drew Leach606070811/04/2026updated
Du Q. Lu323581811/04/2026updated
Duran B. Dismore484307311/04/2026updated
Dustin R. Johnson628016111/04/2026updated
Dwayne Walker711131111/04/2026updated
Edgar Rauda733586811/04/2026updated
Eduardo R. Iniguez261805411/04/2026updated
Edward C. Ittner25567711/04/2026updated
Edward C. McCluskey592448111/04/2026updated
Edward Cartagena818087511/04/2026updated
Edward G. Leeper605976411/04/2026removed
Edward J. Pollak274006611/04/2026updated
Edward L. Price454387811/04/2026updated
Edward S. Kelley608947011/04/2026updated
Edward T. Smelich256113911/04/2026added
Edwin R. Kohn247856611/04/2026updated
Eileen McLaughlin469003711/04/2026updated
Elaine DeLancer704873111/04/2026updated
Eleni Mavromati277426311/04/2026updated
Elias A. Acosta736059411/04/2026updated
Elijah G. Hall746393111/04/2026added
Eliza C. Jeffereis799627511/04/2026updated
Elizabeth A. Fitzsimmons729489011/04/2026added
Elizabeth A. Krisko255261411/04/2026updated

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