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Advisor at KINETIC INVESTMENT MANAGEMENT, INC.
LOS ANGELES, CA | Manchester, NH
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.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| KINETIC INVESTMENT MANAGEMENT, INC. | Independent wealth | Aug 15, 2025 | n/a | yes | LOS ANGELES, CA|Manchester, NH | Current employment |
| ARCADIA WEALTH MANAGEMENT, LLC | Independent wealth | Nov 15, 2024 | Jul 30, 2025 | no | MANCHESTER, NH | Previous registration |
| NORTHWESTERN MUTUAL INVESTMENT SERVICES,LLC | No RAUM reported | May 16, 2024 | Oct 16, 2024 | no | Nashua, NH | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| ARCADIA WEALTH MANAGEMENT, LLC | KINETIC INVESTMENT MANAGEMENT, INC. | Jul 30, 2025 | Aug 15, 2025 | 16 | Firm change | RIA to RIA |
| NORTHWESTERN MUTUAL INVESTMENT SERVICES,LLC | ARCADIA WEALTH MANAGEMENT, LLC | Oct 16, 2024 | Nov 15, 2024 | 30 | Firm change | Other |