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 1326–1350 of 2339. The CSV contains the complete table.

AdviserIndividual CRDObservedAffiliation change
Kha Phan821155111/04/2026added
Khalid Najadat752861711/04/2026added
Khalid S. Attiga621235411/04/2026updated
Kiley Aymar698737411/04/2026updated
Kim M. Mahoney556366711/04/2026updated
Kimberley J. Hom831951911/04/2026updated
Kimberly A. House479395211/04/2026updated
Kimberly D. Hobart437635611/04/2026updated
Kimberly T. Keyserling642842411/04/2026updated
Kirk J. Johnson427530711/04/2026updated
Kirstin A. Minor504410611/04/2026updated
Klaus Miller85732211/04/2026updated
Kolby P. Blatchford700449911/04/2026updated
Konstantinos Koutsagelos322188311/04/2026updated
Kory J. Schwan657416211/04/2026updated
Krisana Voss659282011/04/2026updated
Krista Lawson200800711/04/2026updated
Krista M. C. Carr651214711/04/2026updated
Kristen Johnson645383411/04/2026removed
Kristen R. Lybrand721795311/04/2026updated
Kristin M. Kochanski314863111/04/2026updated
Kristin N. Dowdy570567611/04/2026updated
Kristin R. Howard429940911/04/2026updated
Kristina C. Danielson512799311/04/2026removed
Kristina D. Klamer462276411/04/2026updated

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