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
Arrivals at Bigelow Investment Advisors, LLC
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 |
|---|---|---|---|---|---|
| Matthew Raymond Huckins | Fidelity Personal And Workplace Advisors BD affiliated | Bigelow Investment Advisors, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Jan 29, 2025 | Mar 25, 2025 (55 d) |
| 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) |
| Patrick Benjamin Flood | Key Investment Services LLC other | Bigelow Investment Advisors, LLC other | Other | Aug 25, 2017 | Sep 11, 2017 |
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3 moves match.