DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
Advisor moves
Departures from Arcadia Investment Management Corp
A move is two dates on IAPD: the day a person’s registration through one firm ended and the day a registration through another began. The type reads the class of each firm. This is the movement tape the mobility research is validated against; it says what happened, never why, and never who is about to.
| Advisor | From | To | Type | Left | Registered |
|---|---|---|---|---|---|
| Charles John Ybema | Arcadia Investment Management Corp independent RIA | F L Putnam Investment Management Co. independent RIA | RIA to RIA | May 21, 2026 | Apr 1, 2026 |
| Michael Lewis Mueller | Arcadia Investment Management Corp independent RIA | F L Putnam Investment Management Co. independent RIA | RIA to RIA | May 21, 2026 | Apr 1, 2026 |
| Jerry Bert Love | Arcadia Investment Management Corp independent RIA | F L Putnam Investment Management Co. independent RIA | RIA to RIA | May 21, 2026 | Apr 1, 2026 |
| Marilee Kristen Bartl | Arcadia Investment Management Corp other | Npf Investment Advisors other | Other | Sep 8, 2015 | Nov 9, 2015 (62 d) |
| Charles Dwight Wattles | Arcadia Investment Management Corp other | Long Road Investment Counsel, LLC independent RIA | Other | Mar 26, 2014 | Jan 1, 2025 (3934 d) |
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5 moves match.