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 Stonehearth Capital Management
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 |
|---|---|---|---|---|---|
| Andrew James Nadeau | Stonehearth Capital Management independent RIA | Bigelow Investment Advisors, LLC independent RIA | RIA to RIA | Mar 11, 2022 | Apr 13, 2022 (33 d) |
| Allison V Delena | Stonehearth Capital Management other | Commonwealth Financial Network national BD | Other | Oct 15, 2014 | Jan 11, 2022 (2645 d) |
| Chad William Gutner | Stonehearth Capital Management other | Commonwealth Financial Network national BD | Other | Jun 24, 2009 | Jun 19, 2009 |
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3 moves match.