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 151–175 of 2339. The CSV contains the complete table.

AdviserIndividual CRDObservedAffiliation change
Anthony G. Logiudice689173911/04/2026updated
Anthony J. Filberto455151011/04/2026updated
Anthony L. Gaines632603511/04/2026updated
Anthony McClure661823011/04/2026updated
Anthony Miranda468259611/04/2026updated
Anthony R. Mason447698711/04/2026updated
Anthony S. Morris557015511/04/2026updated
Anum A. Melwani708084711/04/2026updated
April L. Bingel251351511/04/2026updated
Arash Hashemi708527311/04/2026updated
Ardavan Movassaghi657529211/04/2026updated
Ardis J. Stephens664200211/04/2026updated
Arianna Matos809241411/04/2026added
Arman S. Vafi298558111/04/2026updated
Arthur Colon729368911/04/2026added
Arthur K. Miho273702611/04/2026updated
Arvin Shiribabadi660876811/04/2026updated
Ashleigh N. Newstead731578311/04/2026updated
Ashley A. Macksoud491087311/04/2026updated
Ashley Grissom462299311/04/2026updated
Ashley I. Moore486044811/04/2026updated
Ashley Pak638811411/04/2026updated
Ashton Record813843711/04/2026updated
Assen A. Kuklin624147311/04/2026updated
Athanasios G. Liapis419703411/04/2026updated

Download data (CSV)

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