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.
Registered advisor
Charles Roy Bigbie
Certified Financial Planner · Chartered Financial Consultant
Feed of 09/14/2026
Also filed as Chuck Bigbie
At current firm
23 y
since Sep 10, 2003
In the industry
42 y
since Jan 12, 1984 (earliest exam, job or registration)
Prior registered firms
1
IAPD previous registrations
State registrations
2
current, as an IAR
Firms today
1
current registrations
Exams
S63, S65
IA exams only
Book size
not public
not estimated here
Signals
0
dated events on this person
Registration history
IAPD current and previous registrations
- Geneos Wealth Management, Inc. BD affiliated currentsince Sep 10, 2003 · Englewood, Co
- Cetera Advisors LLC formerMar 8, 2000 to Sep 8, 2003 · Tulsa, Ok
Moves
a registration end followed by a registration begin elsewhere
- Cetera Advisors LLC to Geneos Wealth Management, Inc.left Sep 8, 2003, registered Sep 10, 2003 (2 days) · Other
Signals
No dated event on this person.
Transition signals
Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.
Provenance
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Broker-dealer affiliated wealth managerderived
- Years in industry
- 42derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address