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 526–550 of 1796. The CSV contains the complete table.

AdviserIndividual CRDObservedAffiliation change
Eric J. Rodriguez495543910/28/2026updated
Eric J. Schaefer573653710/28/2026added
Eric J. Waechter401176610/28/2026updated
Eric J. Walter323772610/28/2026added
Eric P. Bencivenga633803510/28/2026updated
Eric Pagel402833910/28/2026updated
Eric T. Nagel733706310/28/2026updated
Erica M. Solas519367810/28/2026updated
Erich G. Oberle836088210/28/2026added
Erik Glowacki714412510/28/2026updated
Erik J. Kumas596640010/28/2026updated
Erik M. Feldhaus325640310/28/2026updated
Erika D. Oelkers291200710/28/2026updated
Erin K. Gilbert663220910/28/2026updated
Ethan Aroshas834744610/28/2026added
Ethan Greene725353310/28/2026updated
Ethan Jedson813570810/28/2026updated
Ethan T. Infranco791387010/28/2026updated
Ethan Wallace823626410/28/2026added
Eugene W. Schatz71720210/28/2026updated
Evan B. Nassar729087310/28/2026updated
Evan B. Withers808860210/28/2026added
Evan Halligan791935910/28/2026added
Evan J. Coppola680421810/28/2026removed
Evan L. Fischer766248310/28/2026added

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