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 1376–1400 of 2339. The CSV contains the complete table.

AdviserIndividual CRDObservedAffiliation change
Lata B. Malla686540711/04/2026updated
Laura A. Bongard519435311/04/2026updated
Laura A. Hopp241785911/04/2026updated
Laura A. Jagoe313034311/04/2026updated
Laura C. Healey262139711/04/2026updated
Laura Jones435685411/04/2026updated
Laura M. Day419205811/04/2026updated
Laura M. McKenzie804255011/04/2026updated
Laura Pence717466711/04/2026updated
Lauren C. Murray674440211/04/2026updated
Lauren Cooney793064011/04/2026updated
Lauren J. Kaufman538385611/04/2026updated
Lauren J. L. Milian544697711/04/2026updated
Lauren K. Steinbruner591102711/04/2026added
Lauren M. Hickey589225611/04/2026updated
Lauren Rathsack752871411/04/2026added
Lauren Schirard824525011/04/2026added
Lauren Tobben830420211/04/2026added
Lavanya Batchu570171511/04/2026added
Lawrence M. Knolle675864611/04/2026updated
Lawrence Manierre134095411/04/2026updated
Lawrence W. Hall123453411/04/2026updated
Layne V. Monroe493790011/04/2026updated
Leah Kutil740564911/04/2026updated
Leanne K. Jewett418898211/04/2026updated

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