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RIA / WealthAdvisor28 years in industry

CHARLES JOHN YBEMA

Advisor at F L PUTNAM INVESTMENT MANAGEMENT CO.

Kalamazoo, MI

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Search this name across graphsid dfx:ria:ef77f7cc-66f1-9e9a-88f2-6ce051288d76

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 6:01 AM UTC and rebuilt at most every 15 minutes.

Relationships: 7
Dated events: 1
On other graphs: 0
Observed: Jan 20, 2004 to Sep 14, 2026

Across DFX

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.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: F L PUTNAM INVESTMENT MANAGEMENT CO.
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Jan 12, 1998earliest registration or exam on IAPD
Years in industry: 28derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 6
Current registrations: 1
Registered states: 2
Exams: S66|S65|S63
First exam: Jan 12, 1998
First registration: Jan 20, 2004
Dual registered: no
Other names: CHUCK YBEMA
IAPD individual key: 2864900

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
F L PUTNAM INVESTMENT MANAGEMENT CO.	Independent wealth	Apr 1, 2026	n/a	yes	Kalamazoo, MI	Current employment
ARCADIA INVESTMENT MANAGEMENT CORP	Former SEC adviser	Jan 8, 2021	May 21, 2026	no	KALAMAZOO, MI	Previous registration
GIMBAL CAPITAL MANAGEMENT	n/a	Aug 18, 2015	Oct 13, 2020	no	GRANDVILLE, MI	Previous registration
MORGAN STANLEY	Wirehouse	Mar 22, 2012	Sep 16, 2013	no	GRAND RAPIDS, MI\|Grand Rapids, MI\|KALAMAZOO, MI	Previous registration
J.P. MORGAN SECURITIES INC.	n/a	Sep 27, 2006	Jun 26, 2007	no	GRAND RAPIDS, MI	Previous registration
BANC ONE SECURITIES CORPORATION	n/a	Apr 13, 2005	Sep 27, 2006	no	GRAND RAPIDS, MI\|CHICAGO, IL\|GRAND RAPIDS, MI	Previous registration
WELLS FARGO ADVISORS	Wirehouse	Jan 20, 2004	Jun 28, 2004	no	BRENTWOOD, TN	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
ARCADIA INVESTMENT MANAGEMENT CORP	F L PUTNAM INVESTMENT MANAGEMENT CO.	May 21, 2026	Apr 1, 2026	-50	Firm change after gap	RIA to RIA
GIMBAL CAPITAL MANAGEMENT	ARCADIA INVESTMENT MANAGEMENT CORP	Oct 13, 2020	Jan 8, 2021	87	Firm change	Other
MORGAN STANLEY	GIMBAL CAPITAL MANAGEMENT	Sep 16, 2013	Aug 18, 2015	701	Firm change after gap	Other
J.P. MORGAN SECURITIES INC.	MORGAN STANLEY	Jun 26, 2007	Mar 22, 2012	1,731	Firm change after gap	Other
BANC ONE SECURITIES CORPORATION	J.P. MORGAN SECURITIES INC.	Sep 27, 2006	Sep 27, 2006	0	Bulk transfer	Other
WELLS FARGO ADVISORS	BANC ONE SECURITIES CORPORATION	Jun 28, 2004	Apr 13, 2005	289	Firm change	Other

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
104867:106223:MI:2026-05-21	May 21, 2026	Apr 1, 2026	KALAMAZOO, MI	Firm change after gap

Relationships

Registered with (7)

→ F L PUTNAM INVESTMENT MANAGEMENT CO.Registered adviserregistration: current employment
Apr 1, 2026 to presentfactForm ADV
→ ARCADIA INVESTMENT MANAGEMENT CORPRegistered adviserregistration: previous registration
Jan 8, 2021 to May 21, 2026factForm ADV
→ GIMBAL CAPITAL MANAGEMENTRegistered adviserregistration: previous registration
Aug 18, 2015 to Oct 13, 2020factForm ADV
→ MORGAN STANLEYRegistered adviserregistration: previous registration
Mar 22, 2012 to Sep 16, 2013factForm ADV
→ J.P. MORGAN SECURITIES INC.Registered adviserregistration: previous registration
Sep 27, 2006 to Jun 26, 2007factForm ADV
→ BANC ONE SECURITIES CORPORATIONRegistered adviserregistration: previous registration
Apr 13, 2005 to Sep 27, 2006factForm ADV
→ WELLS FARGO ADVISORSRegistered adviserregistration: previous registration
Jan 20, 2004 to Jun 28, 2004factForm ADV

Dated events

Occurred
May 21, 2026
Advisor changed firm
Charles John Ybema left Arcadia Investment Management Corp for F L Putnam Investment Management Co. (registered 2026-04-01)
Form ADVobserved 6 days ago