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 726–750 of 2339. The CSV contains the complete table.

AdviserIndividual CRDObservedAffiliation change
Ethan Wallace823626411/04/2026updated
Eugene L. D'Amico119665211/04/2026updated
Eugene L. Damico598305411/04/2026updated
Evan B. Lewis686571411/04/2026updated
Evan J. Francis485084011/04/2026added
Evan J. Mayer471851311/04/2026updated
Evan M. Grey611434511/04/2026updated
Evan M. Moskowitz682075411/04/2026updated
Evan R. Bloomberg283007211/04/2026updated
Evelyn R. Kearney246184011/04/2026updated
Everett T. Collins205681211/04/2026updated
Fang E. Huang297958111/04/2026removed
Farrel A. Liger614596111/04/2026updated
Fernando I. Canizalez833688911/04/2026added
Forrest Patterson728119911/04/2026updated
Francesca Loeffler641900211/04/2026updated
Francesco A. Spezzano80481211/04/2026updated
Francis Abella217879711/04/2026added
Francis W. McLaughlin252457611/04/2026added
Frank A. Lauretti749654311/04/2026updated
Frank I. Mancuso681040811/04/2026updated
Frank V. Caputo835741911/04/2026added
Frankie J. R. Ceja533327211/04/2026updated
Freddie Moultrie302595111/04/2026updated
Frederick G. Creutzer685145911/04/2026updated

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