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 176–200 of 1796. The CSV contains the complete table.

AdviserIndividual CRDObservedAffiliation change
Brady Mims740343510/28/2026updated
Brandon Berletti687548510/28/2026updated
Brandon Borcic741042710/28/2026updated
Brandon C. Phillips455488810/28/2026updated
Brandon Christiansen736472810/28/2026updated
Brandon E. Ginn704590110/28/2026updated
Brandon Lehman564778210/28/2026updated
Brant M. Wiehardt591988410/28/2026updated
Brenan R. Volpe659312910/28/2026updated
Brenda Jurado670430410/28/2026updated
Brendan J. Meagher759685310/28/2026updated
Brennan Mellor830498010/28/2026added
Brent Greeley737521310/28/2026updated
Brent R. Gage608548610/28/2026updated
Brent R. Garcia698313210/28/2026updated
Brian A. Fields448758910/28/2026updated
Brian Darzev785865210/28/2026updated
Brian Gehlbach691842610/28/2026updated
Brian H. McKeever316295210/28/2026updated
Brian Hopp774387710/28/2026updated
Brian J. Kirk308370010/28/2026updated
Brian J. Muhitch680669510/28/2026added
Brian M. Sartin506453710/28/2026updated
Brian M. Wolf594754410/28/2026updated
Brian Mauthe595845010/28/2026updated

Download data (CSV)

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