Financial advisor
CHARLES JOHN YBEMA
At F.L.Putnam · Kalamazoo, MI
Transactions 1
Every recorded transaction this advisor took part in, newest first.
| Transaction | From | To | Pattern | Announced | Reported Assets |
|---|---|---|---|---|---|
| Arcadia Investment Management | Arcadia | F.L.Putnam | Acquisition | April 24, 2026 | $670M |
Registration history
Firm registrations on FINRA BrokerCheck and SEC IAPD, newest first.
| Firm | Channel | From | To |
|---|---|---|---|
| F L PUTNAM INVESTMENT MANAGEMENT CO. | Investment adviser | April 1, 2026 | Current |
| ARCADIA INVESTMENT MANAGEMENT CORP | Investment adviser | January 8, 2021 | May 21, 2026 |
| GIMBAL CAPITAL MANAGEMENT | Investment adviser | August 18, 2015 | October 13, 2020 |
| MORGAN STANLEY | Investment adviser | March 22, 2012 | September 16, 2013 |
| MORGAN STANLEY | Broker-dealer | August 4, 2011 | September 16, 2013 |
| J. P. MORGAN SECURITIES INC. | Investment adviser | September 27, 2006 | June 26, 2007 |
| J.P. MORGAN SECURITIES INC. | Broker-dealer | July 1, 2006 | June 26, 2007 |
| BANC ONE SECURITIES CORPORATION | Broker-dealer | April 13, 2005 | July 1, 2006 |
| JPMORGAN SECURITIES INC | Investment adviser | April 13, 2005 | September 27, 2006 |
| WACHOVIA SECURITIES, LLC | Investment adviser | January 20, 2004 | June 28, 2004 |
| WACHOVIA SECURITIES, LLC | Broker-dealer | July 1, 2003 | June 28, 2004 |
| PRUDENTIAL SECURITIES INCORPORATED | Broker-dealer | April 15, 2003 | July 1, 2003 |
| AXA ADVISORS, LLC | Broker-dealer | September 11, 2000 | June 25, 2001 |
| HARRIS INVESTORLINE | Broker-dealer | February 25, 1999 | July 17, 2000 |
| DEAN WITTER REYNOLDS INC. | Broker-dealer | December 24, 1997 | March 2, 1999 |
Published record as of October 31, 2026. Registration dates are FINRA BrokerCheck and SEC IAPD registrations at the destination, not proof that client assets transferred. See the methodology.