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 601–625 of 1796. The CSV contains the complete table.

AdviserIndividual CRDObservedAffiliation change
Gilda G. Gallardo536791010/28/2026updated
Gina Lee616175010/28/2026updated
Gina M. Grandal150645610/28/2026updated
Gina R. Seeley584349710/28/2026updated
Glenn F. Fuller21560710/28/2026updated
Glenn H. D. Vincenzo264157010/28/2026updated
Glenn Moyer834744510/28/2026added
Glenn P. Evans219971710/28/2026updated
Glenn W. Mehl435271010/28/2026updated
Gordon B. Kellam442717310/28/2026updated
Grace A. Hardin790250110/28/2026added
Grace G. Gallaty763979410/28/2026updated
Grace Harris759840110/28/2026updated
Grace M. Jones659165710/28/2026added
Grace Murray759780610/28/2026updated
Gracelyn E. Gohr790829710/28/2026updated
Graham Sheffer832281210/28/2026added
Grant E. Finney707557610/28/2026added
Grant J. Thomas628717210/28/2026updated
Grant M. David714803010/28/2026updated
Gray Broaddus834173310/28/2026updated
Gregg A. Marano418562510/28/2026updated
Gregory C. Schmertmann573692310/28/2026updated
Gregory D. Friddell667653810/28/2026updated
Gregory Franzblau588210710/28/2026updated

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