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 2301–2325 of 2339. The CSV contains the complete table.

AdviserIndividual CRDObservedAffiliation change
William M. Harrison571979111/04/2026updated
William M. J. Claghorn580727411/04/2026updated
William M. J. Claghorn580727411/04/2026updated
William M. Perry214259911/04/2026updated
William M. Strong778803511/04/2026updated
William McConnell428860411/04/2026updated
William S. Klein236585911/04/2026updated
William S. Pittman550026211/04/2026removed
William S. Pittman550026211/04/2026updated
William Snyder453231811/04/2026updated
William T. Beaney513805811/04/2026updated
William T. Dudley728121811/04/2026updated
William T. Eichinger7634911/04/2026updated
William T. Walsh605091711/04/2026updated
Willie McReynolds663923711/04/2026updated
Wilver Ceballos689114311/04/2026updated
Wing-Yin Jung640659311/04/2026updated
Xiao Chen605912711/04/2026updated
Xinnian Liang752850211/04/2026added
XueFei Yu744106111/04/2026added
Yajaira Vargas687991211/04/2026updated
Yan Jiang673680511/04/2026updated
Yapheth Norris751196911/04/2026updated
Yervand A. Bezoyan832007911/04/2026added
Ysela G. Madrigal572167411/04/2026updated

Download data (CSV)

Sources