Disabling all my active mods seems to have fixed this, but disabling them one at a time is going to be a lot of work, so I'm asking for help here:
Spoiler
Active Mod Files:00 Oblivion.esm01 TR_OoT_Main.esm02 You Are Here.esm03 Francesco's Leveled Creatures-Items Mod.esm [Version 4.5bSI]04 Cobl Main.esm [Version 1.71]05 Mart's Monster Mod.esm [Version 3.7b3p3]06 CM Partners.esm07 Easy_Companion_Share.esm08 Younger Hotter NPC's v1.0.esp [Version 1.0]** Beautiful_Women_SI.esp** Beautiful_Women_Vampires.esp09 Unofficial Oblivion Patch.esp [Version 3.2.0]0A Unofficial Shivering Isles Patch.esp [Version 1.4.0]++ MOBS SI.esp [Version 1.2.2a]** LoadingScreens.esp** LoadingScreensSI.esp** Natural Selection.esp [Version 1.0]** Natural_Weather_non-HDR_2.1.2_bugfree.esp0B Natural_Habitat_by_Max_Tael.esp** Natural_Water_by_Max_Tael.esp++ Louder Nirnroot Sound.esp0C AliveWaters.esp0D AliveWaters - Slaughterfish Addon.esp0E Added Realistic NPC's v1.0.esp0F Ayleid Loot EXtension.esp++ Item interchange - Extraction.esp [Version 0.78]10 P1DseeYouSleep.esp++ VA_BetterGold.esp11 SI Living Economy.esp12 Choices and Consequences.esp [Version 2.1]13 DLCHorseArmor.esp14 DLCOrrery.esp15 DLCVileLair.esp16 DLCMehrunesRazor.esp++ MaleBodyReplacerV4.esp17 AyleidMeteorIronWeaponsBASE.esp18 AlternativeLightArmors12.esp19 Battledress.esp [Version 1.2]1A ClassyClothingCompendium.esp1B DaedricCrescentBlade.esp1C LootableLichHelm_Hvy.esp1D Rogue Sun's Blood Lust Dress.esp++ RustyItems.esp++ RTFemaleReplacerV12.esp1E SickleIrons_RT.esp1F SilverwareWeapons.esp20 VA_DaedricPriestessArmour.esp++ VA_FemmeDaedricHelmet.esp21 LeatherHunterArmour.esp22 Daedric Lord Armor.esp++ LadyDeadlock_LoveYourHorse.esp23 DLCThievesDen.esp++ Francesco's Optional Vendor Tweaks.esp24 Francesco's Optional Leveled Quests.esp25 Francesco's Optional Leveled Arena.esp26 Mart's Monster Mod for Fran.esp [Version 3.7b3p3]++ Mart's Monster Mod - Shivering Isles.esp [Version 3.7b3p3]27 Mart's Monster Mod - Additional Enemy NPC Vars.esp [Version 3.7b3p3]28 Mart's Monster Mod - Gems & Gem Dust.esp [Version 3.7b3p3]29 Mart's Monster Mod - Hunting & Crafting.esp [Version 3.7b3p3]++ Mart's Monster Mod - Looting NPCs & Creatures.esp [Version 3.7b3p3]++ Mart's Monster Mod - Less Rats.esp [Version 3.7b3p3]++ Mart's Monster Mod - No Adventurers.esp++ Mart's Monster Mod - Spawn Rates - Reduced.esp [Version 3.7b3p3]2A Mart's Monster Mod - Dungeons of MMM.esp [Version 3.7b3p3]++ MMM-Cobl.esp [Version 1.69]2B Ivellon.esp [Version 1.8]2C adTreeHome.esp2D AyleidArrows.esp [Version 1.8]2E CDEP_FanaCeya.esp2F Fort Baltsine.esp30 Gaenor in Dementia.esp [Version 2]31 Heroes of Cyrodiil.esp32 Heroes of Cyrodiil Part 3.esp33 Heroes of Cyrodiil Part 4.esp34 Kragenir's Death Quest.esp35 OldCrowInn.esp36 RuinsOfBrenfa.esp37 Spear_of_Bitter_Mercy.esp38 sunk ships.esp39 The Ayleid Steps.esp [Version 3.4]3A TR_Stirk.esp3B Torynwyll.esp3C VOILA - Soldiers of Empire.esp3D Cyrodiil Travel Services.esp [Version 2.0.6]3E DLCBattlehornCastle.esp3F DLCFrostcrag.esp40 Knights.esp41 The Lost Spires.esp42 ElsweyrAnequina.esp43 Feldscar.esp [Version 1.0.2]44 Faregyl.esp [Version 1.0.10]45 xulStendarrValley.esp [Version 1.2.2]46 xulColovianHighlands_EV.esp [Version 1.2.1]47 xulBeachesOfCyrodiilLostCoast.esp [Version 1.6.4]48 xulBravilBarrowfields.esp [Version 1.3.2]49 xulAncientRedwoods.esp [Version 1.6]4A xulBrenaRiverRavine.esp [Version 1.0.2]4B xulAspenWood.esp [Version 1.0.1]4C Harvest [Flora].esp [Version 3.0.0]++ Harvest [Flora] - Shivering Isles.esp [Version 3.0.0]++ Harvest [Flora] - DLCVileLair.esp [Version 3.0.0]4D Bag of Holding.esp [Version 1.5.0]** Cliff_BetterLetters.esp [Version 1.1]4E Cliff's Shacks Basemants-Radiant AI.esp [Version 1.0]4F M.O.E. - Lycanthropy and Lichcraft.esp [Version 7]50 P1DkeyChain.esp [Version 5.00]51 Salmo the Baker, Cobl.esp [Version 3.08]52 Quest Award Leveller.esp [Version 2.0.1]++ Quest Award Leveller - Mehrunes Razor.esp [Version 2.1.0]53 SupremeMagicka.esp [Version 0.89]++ SM_MMM.esp [Version 0.89]++ SM_COBL.esp [Version 0.86]++ SM_Scrolls.esp [Version 0.84]++ SM_SigilStone.esp [Version 0.83]54 MidasSpells.esp55 Syc_AtHomeAlchemy.esp56 Enhanced Grabbing.esp [Version 0.4]++ Francesco's Slower skills x1.5.esp++ Item interchange - Placement.esp [Version 0.78]57 tkHairPack01.esp58 Slof's Playable Xivilai.esp59 CM Partners Extra NPCs.esp5A SPAWN.esp [Version 0.3]++ Real Lava 1.3.esp** Cava Obscura - SI.esp** Cava Obscura - Cyrodiil.esp++ ElsweyrAnequinaFemaleBody.esp5B Aeren.esp5C WellDiver.esp5D Streetvendors.esp5E Sunken Chapel.esp5F DarknessHollows.esp++ P1DfemDwarven.esp++ Steel_Cuirass_Female_by_rTw.esp60 PTMudwater.esp61 Arwen Andor2.esp62 Capucine'sEyeSelection.esp++ Cobl Filter Late MERGE ONLY.esp [Version 1.53]** Cava Obscura - Filter Patch For Mods.esp63 Bashed Patch, 0.esp
I first thought it might have been 'Thievery in the Imperial city', but disabling it and loading all my other mods showed no change in Armand's behavior. Is there a way for me to search through which mod might have made some edits to Armand's behavior?