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 1101–1125 of 1796. The CSV contains the complete table.

AdviserIndividual CRDObservedAffiliation change
Luke M. Harding752117810/28/2026updated
Luke R. Fox726099910/28/2026updated
Luke Stortzum694255010/28/2026updated
Luke T. Osborn772553910/28/2026updated
Lynnette J. Fernandez425984410/28/2026updated
Macy M. Perrins831439510/28/2026updated
Madeleine M. French792203710/28/2026updated
Madeline L. Class698633410/28/2026updated
Madeline S. Estenson813603610/28/2026updated
Madhavi P. Gibbs273709410/28/2026updated
Madison A. Pittman676666410/28/2026updated
Madison Martinez747967910/28/2026updated
Madison R. Helfrich726882810/28/2026updated
Magen Smith549230310/28/2026updated
Makena Kiara759618910/28/2026updated
Malcolm E. Wall311949410/28/2026updated
Manbir S. Chohan803464410/28/2026added
Marc E. Seaverson462769410/28/2026updated
Marc J. Gamberdella286267210/28/2026updated
Marc O. Pouey607636710/28/2026updated
Marcel S. Robin836205810/28/2026updated
Marco J. Shaw836577010/28/2026added
Marcos G. D. Lopez831896710/28/2026updated
Margaret L. Seo274564210/28/2026updated
Margot Lane805152810/28/2026added

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