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MALOON, POWERS, PITRE, HIGGINS & DENNEHY, LLC, CRD 110152
SAN RAMON, CA
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.
| Advisor | Designations | Branch | Years here | In industry | Prior firms | Dual registered |
|---|---|---|---|---|---|---|
| MICHAEL FRANCIS MALOON | Certified Financial Planner|Chartered Financial Consultant | SAN RAMON, CA | 28 | 38 | n/a | no |
| RAYMOND MICHAEL TAN | Chartered Financial Consultant | SAN RAMON, CA | 28 | 28 | 1 | no |
| THOMAS JAMES POWERS | Certified Financial Planner|Chartered Financial Consultant | SAN RAMON, CA | 28 | 37 | n/a | no |
| MARK ANTHONY PITRE | Certified Financial Planner | SAN RAMON, CA | 28 | 35 | n/a | no |
| JOHN ALBERT CORDANO | Chartered Financial Consultant | SAN RAMON, CA | 28 | 34 | n/a | no |
| MICHELLE PERRY HIGGINS | n/a | SAN RAMON, CA | 28 | 30 | n/a | no |
| RYAN DOUGLAS DENNEHY | n/a | SAN RAMON, CA | 9 | 14 | n/a | no |
| Madeline Maloon Williams | Certified Financial Planner | SAN RAMON, CA | 7 | 11 | n/a | no |
| Kayla Rae Fernandez | Certified Financial Planner | SAN RAMON, CA | 5 | 10 | n/a | no |
| Kyle Donald Dennehy | n/a | SAN RAMON, CA | 4 | 11 | n/a | no |
| JONATHAN LAWRENCE BECKER | n/a | SAN RAMON, CA | 1 | 21 | 1 | no |
| Nicholas Parker Venezia | n/a | SAN RAMON, CA | 1 | 11 | n/a | no |
| Sean Michael Maloon | n/a | SAN RAMON, CA | 1 | 13 | n/a | no |
| Jackson Riley Sendell | n/a | SAN RAMON, CA | 0 | 13 | 1 | no |
| Gabriella Marie Stamps | n/a | SAN RAMON, CA | 0 | 10 | n/a | no |
| Owner | Title | Ownership code | Control person | Acquired | First seen | Last seen |
|---|---|---|---|---|---|---|
| DENNEHY, RYAN, DOUGLAS | MEMBER OPERATIONS OFFICER | B | yes | 03/2022 | May 26, 2026 | May 26, 2026 |
| HIGGINS, MICHELLE, PERRY | Member | B | yes | 01/2000 | May 26, 2026 | May 26, 2026 |
| MALOON, MICHAEL, FRANCIS | Member | B | yes | 01/1998 | May 26, 2026 | May 26, 2026 |
| PITRE, MARK, ANTHONY | Member | B | yes | 01/1998 | May 26, 2026 | May 26, 2026 |
| POWERS, THOMAS, JAMES | Member | B | yes | 01/1998 | May 26, 2026 | May 26, 2026 |
| MINYEN, ALICIA | CHIEF COMPLIANCE OFFICER | Na | no | 03/2026 | May 26, 2026 | May 26, 2026 |
| Fiscal year | Filed | RAUM | Discretionary | Employees | Advisory staff | Offices | Private funds | Fund GAV |
|---|---|---|---|---|---|---|---|---|
| 2025 | Mar 13, 2026 | $2.3B | $2.0B | 14 | 14 | 2 | n/a | n/a |
| 2024 | Mar 24, 2025 | $2.0B | $1.7B | 11 | 11 | 0 | n/a | n/a |
| 2023 | Mar 20, 2024 | $1.7B | $1.5B | 11 | 11 | 0 | n/a | n/a |
| 2022 | Mar 27, 2023 | $1.5B | $1.3B | 11 | 11 | 0 | n/a | n/a |
| 2021 | Mar 24, 2022 | $1.6B | $1.4B | 10 | 10 | 0 | n/a | n/a |
| 2020 | Mar 23, 2021 | $1.5B | $1.0B | 10 | 10 | 0 | n/a | n/a |
| 2019 | Apr 2, 2020 | $1.3B | $885M | 9 | 9 | 0 | n/a | n/a |
| 2018 | Feb 28, 2019 | $1.1B | $736M | 8 | 8 | 0 | n/a | n/a |
| 2017 | Mar 26, 2018 | $1.1B | $744M | 8 | 8 | 0 | n/a | n/a |
| 2016 | Mar 27, 2017 | $962M | $656M | 8 | 8 | n/a | n/a | n/a |
| 2015 | Feb 24, 2016 | $943M | $635M | 8 | 8 | n/a | n/a | n/a |
| 2014 | Mar 4, 2015 | $940M | $630M | 8 | 8 | n/a | n/a | n/a |
| 2013 | Mar 11, 2014 | $900M | $572M | 7 | 7 | n/a | n/a | n/a |
| 2012 | Feb 26, 2013 | $815M | $520M | 7 | 7 | n/a | n/a | n/a |
| 2011 | Mar 14, 2012 | $763M | $482M | n/a | n/a | n/a | n/a | n/a |
| Joined, 12m | Left, 12m | Net, 12m | Departure rate, 12m | Joined, 90d | Left, 90d | Left, no destination yet | Joined, 36m | Left, 36m |
|---|---|---|---|---|---|---|---|---|
| 1 | 0 | 1 | 0.0% | 0 | 0 | 0 | 2 | 0 |
| Latest fiscal year | RAUM | A year earlier | 1y change | Three years earlier | 3y CAGR | Employees | A year earlier | Offices | A year earlier |
|---|---|---|---|---|---|---|---|---|---|
| 2025 | $2.3B | $2.0B | 13.1% | $1.5B | 15.0% | 14 | 11 | 2 | 0 |