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 1526–1550 of 1796. The CSV contains the complete table.

AdviserIndividual CRDObservedAffiliation change
Samantha J. Poster707719510/28/2026updated
Samantha Neale792161010/28/2026updated
Samantha Yaw813404710/28/2026updated
Sammi N. Moore786173710/28/2026updated
Samuel F. Sweeney680951810/28/2026updated
Samuel J. Robertson450476710/28/2026updated
Samuel L. Rodgman718266510/28/2026added
Samuel M. Smith647034110/28/2026updated
Samuel Morris740709510/28/2026updated
Samuel P. Hyatt679394910/28/2026updated
Sandra J. Fitchjian192327010/28/2026updated
Sangeeth Jetty802343110/28/2026updated
Santi S. Wong554763510/28/2026updated
Santiago Cucalon835542510/28/2026added
Santiago L. Lopera835932710/28/2026added
Sara L. Simoneaux736059810/28/2026updated
Sara M. Lucas555366410/28/2026updated
Sarah A. Bevinetto555518410/28/2026updated
Sarah A. Gregory557659610/28/2026updated
Sarah E. Borgonah756948010/28/2026added
Sarah H. Noone649542010/28/2026updated
Sarah Hershenhorn740171810/28/2026updated
Sarah L. Abernathy779190810/28/2026updated
Sarah Pickens535965610/28/2026updated
Sarah Spees707555210/28/2026added

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