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 City Different Investments
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 |
|---|---|---|---|---|---|
| John Hamilton Mackay | City Different Investments mixed wealth | Edelman Financial Engines independent RIA | RIA to RIA | Feb 21, 2025 | May 27, 2025 (95 d) |
| Timothy Ryan Odonovan | City Different Investments other | Lord, Abbett & Co. LLC asset manager | Other | Aug 17, 2022 | Sep 15, 2022 |
| Stephen Jimenez | City Different Investments asset manager | International Assets Investment Management, LLC BD affiliated | Other | Feb 4, 2022 | Jan 5, 2023 (335 d) |
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3 moves match.