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 201–225 of 2339. The CSV contains the complete table.

AdviserIndividual CRDObservedAffiliation change
Beckett T. Yee832416711/04/2026added
Becky E. Leever744041511/04/2026updated
Belinda D. Mitchell406940811/04/2026updated
Belma Mujdzic462971011/04/2026updated
Ben W. Bruce259187811/04/2026updated
Benjamin D. Jones420699011/04/2026added
Benjamin D. Verhille634337311/04/2026updated
Benjamin G. Hazekamp685907711/04/2026updated
Benjamin Greenlee640307111/04/2026updated
Benjamin J. Hostetler553690411/04/2026updated
Benjamin K. Chappell612196011/04/2026updated
Benjamin L. Johnson284846211/04/2026updated
Benjamin M. Shaw732076011/04/2026removed
Benjamin P. W. Durrant425038711/04/2026updated
Benjamin P. Wynd679896111/04/2026updated
Benjamin R. Corshen819673811/04/2026added
Benjamin T. Warwick152873911/04/2026updated
Bennett Yeargan836724811/04/2026added
Bernard L. Salamone428996411/04/2026updated
Beth E. Helm404340611/04/2026updated
Beth Loop272160411/04/2026updated
Bethany C. McDonald604462811/04/2026updated
Bethany E. Lackey513743311/04/2026updated
Betty Q. Ma285773311/04/2026updated
Beverly F. Mulligan558758311/04/2026updated

Download data (CSV)

Sources