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 1401–1425 of 2339. The CSV contains the complete table.

AdviserIndividual CRDObservedAffiliation change
Lei Huang697427911/04/2026updated
Lei T. Knopp401369511/04/2026updated
Leif T. Jacobsen477205111/04/2026updated
Leigh A. Sneeringer475141911/04/2026updated
Leilani L. Shortt705982311/04/2026updated
Lemar Edwards780395111/04/2026updated
Lendwood Jones733894811/04/2026updated
Leon Eady632942411/04/2026updated
Leonard B. Kirkorian157423311/04/2026updated
Leonard F. Nolan312227011/04/2026updated
Leonard Kortekaas252644811/04/2026updated
Leonard P. Ligotti195320611/04/2026updated
Leonard R. Lee752882311/04/2026added
Leonardo A. Duchini752861911/04/2026added
Leslie A. Grant586243811/04/2026updated
Leslie M. I. C. Corleto609251711/04/2026added
Leticia Miramontes443216711/04/2026updated
Lev Asnis796335111/04/2026updated
Lewis M. Pate748212911/04/2026updated
Liam Ouellette794980811/04/2026updated
Lily K. Berry720094911/04/2026added
Lina Hued673678511/04/2026updated
Linda A. Melandinidis235011411/04/2026updated
Linda G. Martin402766511/04/2026updated
Linda R. Lovie287233411/04/2026updated

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