ADVISER MOVES

Kevin Weltlin is listed with State Farm; 1,796 affiliation changes

A registration observation made October 28, 2026, lists Weltlin with State Farm Investment Management Corp. The roster counts 1,796 affiliation changes observed that day.

By Daniel Mercer··1 min read

An affiliation observation made October 28, 2026, lists Kevin Weltlin with State Farm Investment Management Corp. It includes an approved Florida registration dated October 27. Added, updated and removed entries count affiliation records; they do not establish hiring, departures or current employment.

The complete roster counts 1,796 affiliation changes observed on October 28, 2026: 310 added, 1,437 updated and 49 removed.

A separate observation made that day lists Zachary Bova with Osaic Wealth, Inc., with approved Connecticut and Vermont registrations dated October 26 and October 27, respectively. In another observation, the registration no longer lists Todd H. Wetzel with Morgan Stanley. Neither record establishes an employment start or departure.

Adviser affiliation records

The appendix lists all 1,796 affiliation records on 10/28/2026. These entries describe affiliation records; they do not establish hiring or departure dates, and an adviser may appear more than once.

Showing rows 251–275 of 1796. The CSV contains the complete table.

AdviserIndividual CRDObservedAffiliation change
Casey K. Rhodes772312310/28/2026added
Castulo C. Vera691297410/28/2026updated
Catharine O. Betzig690362310/28/2026updated
Catherine E. Keele813857110/28/2026updated
Catherine M. Gathman491002510/28/2026updated
Catherine M. Nicholas144086310/28/2026updated
Cathy A. Frausini219972110/28/2026updated
Cayla F. Huppert613816610/28/2026added
Celine G. Seker621458610/28/2026updated
Chad J. David216476210/28/2026updated
Chad M. Boreman284699510/28/2026added
Chad M. Ferri705936010/28/2026updated
Chanse J. Wegner786360810/28/2026updated
Charbel A. Naoum822866210/28/2026updated
Charles A. Walker719169710/28/2026updated
Charles Bollard717493110/28/2026removed
Charles G. Gaba297946910/28/2026updated
Charles M. Breen813999810/28/2026updated
Charles M. Ferguson771012610/28/2026updated
Charles M. Walden720812910/28/2026updated
Charles Outlaw833162410/28/2026updated
Charles R. Eichner498743210/28/2026updated
Charlotte C. McDowell783272510/28/2026added
Chase H. O'Connor817754910/28/2026added
Chase Harkins778826510/28/2026updated

Download data (CSV)

Sources