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 1826–1850 of 2339. The CSV contains the complete table.

AdviserIndividual CRDObservedAffiliation change
Philip E. Johnson571188311/04/2026updated
Philip Postlewaite235525311/04/2026updated
Philippe G. Khouri422677411/04/2026updated
Phillip A. O'Brien557230211/04/2026updated
Phillip M. Hebert628382911/04/2026updated
Piers Sullivan730879111/04/2026updated
Pingping C. Larson707546711/04/2026updated
Preeti Shah581565511/04/2026updated
Preston A. Kohn695212111/04/2026updated
Priscilla M. Nunez678751311/04/2026updated
Quincy A. S. McKean171460411/04/2026updated
Quinlan P. Ryan822926211/04/2026updated
Quinn T. McCabe831685411/04/2026updated
Rachel A. Layton722104711/04/2026updated
Rachel H. Land704648711/04/2026updated
Rachel Jeffries752877711/04/2026added
Rachel K. Valenti832014111/04/2026updated
Rachel L. Romanack664601811/04/2026updated
Rachel M. Jensen231955811/04/2026updated
Raghu Thota779263711/04/2026updated
Rahmatullah R. Tameez485590311/04/2026updated
Raj S. Kalyandurg306959511/04/2026updated
Ralanda S. Hollar311557511/04/2026updated
Ralph C. Miller217523511/04/2026updated
Ramy Hakim670405711/04/2026updated

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