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 1351–1375 of 2339. The CSV contains the complete table.

AdviserIndividual CRDObservedAffiliation change
Kristina L. Cater836247411/04/2026added
Kristina L. Loney496112211/04/2026updated
Kristine A. McNabb462901511/04/2026updated
Kristoffer R. Marshall544573011/04/2026updated
Kristopher A. Marlis549447311/04/2026updated
Kristopher Hargraves684712311/04/2026updated
Kristopher J. Harkless707850911/04/2026added
Kurt A. Scardino679130211/04/2026updated
Kurtis C. Thompson311873311/04/2026updated
Kyle A. Presti833924711/04/2026updated
Kyle A. Stearns748854111/04/2026updated
Kyle C. Nelson632901811/04/2026updated
Kyle Frank741943711/04/2026updated
Kyle H. Nixon628865011/04/2026added
Kyle J. Schwan672277911/04/2026updated
Kyle McCarthy698285411/04/2026updated
Kylie N. Aldred630250411/04/2026updated
Lacey M. Maxwell694387011/04/2026updated
Laila E. Margallo169347611/04/2026updated
Lance A. Presley431152611/04/2026updated
Lara Kapanzhi-Hampton523202511/04/2026updated
Lara M. Magnusen427736711/04/2026updated
Laramey W. Johnson694001511/04/2026updated
Larry J. Tolbert105471411/04/2026updated
LaRue G. McIntyre71770011/04/2026added

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