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 1376–1400 of 1796. The CSV contains the complete table.

AdviserIndividual CRDObservedAffiliation change
Paul J. Mancuso567746810/28/2026updated
Paul Murray637384910/28/2026updated
Paula M. Dolan597628210/28/2026updated
Payden T. Foubert826127510/28/2026updated
Pearson M. Harper827810310/28/2026added
Pei F. Lee716941010/28/2026added
Peter C. Bombara547260210/28/2026updated
Peter E. Prunty263832910/28/2026added
Peter Sao754686810/28/2026added
Philip J. Bartlett552890210/28/2026updated
Philip Platek797052610/28/2026updated
Philip Variano698152310/28/2026updated
Phillip A. Theiss579908110/28/2026updated
Phillip Alexander576102210/28/2026updated
Phillip G. Farmer230686510/28/2026updated
Phillip N. Pinelli536204510/28/2026updated
Phoebe J. Venable462718510/28/2026removed
Priya Raju467728810/28/2026updated
Quinn H. Kahn688928710/28/2026updated
Quintarius N. K. Queen712249110/28/2026added
Rachael Martinez826852310/28/2026added
Racheal N. Freeman711328610/28/2026updated
Rachel Flynn821898110/28/2026updated
Rachel I. Brown758340210/28/2026updated
Rachel P. Hurtt744646210/28/2026updated

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