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 701–725 of 1796. The CSV contains the complete table.

AdviserIndividual CRDObservedAffiliation change
Jacob R. Southren737450810/28/2026updated
Jacob Weintraub705957810/28/2026updated
Jacob Wollensak726906710/28/2026added
Jade Moses757095310/28/2026updated
Jaden M. Tung827936910/28/2026updated
Jair A. H. Carrillo641031110/28/2026updated
Jake Frame827416910/28/2026updated
Jake T. Finnucan714414310/28/2026updated
Jake Tran755768410/28/2026updated
Jamal Seale511782910/28/2026updated
James A. Bales254226110/28/2026updated
James A. Giaccia695596510/28/2026updated
James B. Bernstein809004710/28/2026added
James B. Kenary520913610/28/2026updated
James Barone183679210/28/2026updated
James C. Happ253306310/28/2026updated
James D. Curtis129764910/28/2026updated
James D. Hughes712113710/28/2026added
James E. Gray685082610/28/2026updated
James E. Latiolais140902810/28/2026updated
James H. Collins71935410/28/2026updated
James Houston286758910/28/2026updated
James I. Dunn253087110/28/2026updated
James J. Amodeo680801410/28/2026updated
James L. Fuller319806110/28/2026updated

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