1,152 Affiliation Changes Observed Among Investment Advisers on September 24, 2026

Registration records for investment advisers showed 1,152 total affiliation changes on September 24, 2026. This activity includes 267 affiliation records added to the registry, 691 updated affiliation records, and 194 records that are no longer associated with the firms previously listed. These figures reflect changes in the underlying registration data as observed on the snapshot date.

Eric A. Jacoby [Eric A. Jacoby](#person:2792875) remains associated with Afc Wealth Management in Encino, CA. The latest registration record for Eric A. Jacoby shows an updated status for a Registered Adviser (RA) category, which reached approved status on September 23, 2026.

Douglas L. Holtmeier [Douglas L. Holtmeier](#person:4406390) continues his registration pattern with FBL Wealth Management, LLC based in West Des Moines, IA. Records observed on September 24, 2026, show an update to his registrations, specifically noting an approved status for a new authority in Montana as of September 23, 2026.

Jordan R. Hood [Jordan R. Hood](#person:8305868) appears in the registry with an added affiliation at Edward Jones. This record, observed on September 24, 2026, reflects a Registered Adviser approval in Texas, dated September 23, 2026.

Jordan T. Peterson [Jordan T. Peterson](#person:7257232) also shows an added affiliation record in the latest registry data. Associated with Coldstream Wealth Management in Bellevue, WA, the record reflects an approved Registered Adviser status as of September 23, 2026.

Zach Ziros [Zach Ziros](#person:6840350) is no longer listed with Principal Advised Services in the most recent registration records. The latest available snapshot from September 24, 2026, does not show the affiliation previously linked to his record in Charlotte, NC.

Abigail Wheeler [Abigail Wheeler](#person:6673717) also appears in the removed affiliation category for the current observation period. The latest records for the adviser no longer show an affiliation with LPL Financial LLC, which previously maintained records for her in Fort Mill, SC, and Newport, NC.

Complete record list

The full-period list contains 1152 records. The homepage breakdown covers the complete list: Added (267); Updated (691); Removed (194).

The list below includes all 1,152 records observed on 09/24/2026. These are affiliation record observations, not verified hiring or departure dates. One adviser can have multiple changes.