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 951–975 of 1796. The CSV contains the complete table.

AdviserIndividual CRDObservedAffiliation change
Kaleb K. Jones607706510/28/2026updated
Kaleb P. Brigham834119010/28/2026added
Kamryn F. Bivens825822810/28/2026added
Karen A. Goulding120957010/28/2026updated
Karen L. Green512344310/28/2026updated
Karen L. Roth310186910/28/2026updated
Karen S. Howell400243610/28/2026updated
Karen Szczepkowski122313310/28/2026updated
Karim B. M. B. Said774229310/28/2026added
Karl H. J. Koehler227641710/28/2026updated
Karli A. Becnel634343210/28/2026updated
Katarina Grozdanic813618510/28/2026updated
Katelyn A. Fussell715293610/28/2026added
Katherine Bradley776651210/28/2026updated
Katherine M. Jamil559690910/28/2026updated
Kathleen E. Gould493479410/28/2026updated
Kathline Lerebours601383310/28/2026updated
Kathryn Carroll796747310/28/2026updated
Kathryn I. Frevola495779210/28/2026updated
Kathryn K. Cameron795268410/28/2026updated
Kathy Y. Rosenblath421970310/28/2026updated
Kayla A. Seidenstricker830547110/28/2026added
Kaylin Klinger603504610/28/2026updated
Keeghan L. Cummings822517410/28/2026added
Keeyana L. Missaghieh796653310/28/2026updated

Download data (CSV)

Sources