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 1051–1075 of 2339. The CSV contains the complete table.

AdviserIndividual CRDObservedAffiliation change
Jesse Y. Hayhurst233513211/04/2026updated
Jessica A. D. Young584450111/04/2026updated
Jessica E. Lee469340811/04/2026updated
Jessica E. Stewart618027311/04/2026updated
Jessica L. Higgins687069111/04/2026updated
Jessica Luong279618711/04/2026updated
Jessica M. Plath705670711/04/2026updated
Jianxiong Peng819753511/04/2026added
Jing Y. Lee524476111/04/2026updated
Joanna H. Ferguson473322611/04/2026updated
Joanna Navarrete529783511/04/2026updated
Joanna S. Eyere702100111/04/2026updated
Joe Huskins583902411/04/2026updated
Joel D. Newman642567211/04/2026updated
Joel T. Wing304181911/04/2026updated
Johanna E. Gustafsson317352211/04/2026updated
John A. Marcelia418758011/04/2026removed
John Allen826048711/04/2026added
John B. Hallett268959611/04/2026added
John B. Kearney494074111/04/2026updated
John B. Rowoldt261689611/04/2026added
John B. Russell475990111/04/2026added
John C. Huxford269554911/04/2026updated
John C. Kimmons499657811/04/2026updated
John C. Northrup716754811/04/2026updated

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