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 2251–2275 of 2339. The CSV contains the complete table.

AdviserIndividual CRDObservedAffiliation change
Tyler M. Merkel653809311/04/2026updated
Tyler Nelson742185711/04/2026updated
Tyler R. Hall746999511/04/2026updated
Tyler Westren818278111/04/2026updated
Tyrell E. Ehimwenma752859511/04/2026added
Tyson A. Thompson792916311/04/2026added
Tzuhsuan Meng821762411/04/2026updated
Ursa Curatolo752877611/04/2026added
Uvan Stewart744644211/04/2026removed
Valerie M. Molinaro401645911/04/2026updated
Vandana Sachdeva830564511/04/2026updated
Vanessa Dominguez836428811/04/2026updated
Victor C. McLeod231642711/04/2026updated
Victor Hernandez802743111/04/2026updated
Victoria J. Mathews431439711/04/2026updated
Victoria L. Leblanc628428611/04/2026updated
Victoria M. Morgenthaler632579911/04/2026updated
Vikas K. Bobba815202011/04/2026updated
Vinay Chandok796346711/04/2026updated
Vincent D. Hanig731098711/04/2026updated
Vincent P. Rokose266678711/04/2026added
Vineeta E. Koshy450325811/04/2026updated
Viresh G. Bawa668648011/04/2026updated
Virginia D. Stegeman450155611/04/2026updated
Vlad C. Romaniuc676095311/04/2026updated

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