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 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.

AdvisorFromToTypeLeftRegistered
Quinn Patrick RafteryIntegrated Investment Consultants, LLC independent RIACity Different Investments independent RIARIA to RIAOct 10, 2025Apr 5, 2026 (177 d)
Michelle Ann NowfelThornburg Investment Management Inc asset managerCity Different Investments otherOtherJan 27, 2022Apr 8, 2022 (71 d)
Robert Michael MacdonaldThornburg Investment Management Inc asset managerCity Different Investments no RAUMOtherJan 13, 2021Feb 9, 2021
Stephen JimenezThornburg Investment Management Inc asset managerCity Different Investments no RAUMOtherFeb 11, 2020Feb 9, 2021 (364 d)
Connor Ryan BrowneThornburg Investment Management Inc asset managerCity Different Investments no RAUMOtherFeb 11, 2020Feb 9, 2021 (364 d)
Joel Benjamin Van EssenPersonal Capital Advisors Corporation independent RIACity Different Investments asset managerOtherJul 19, 2019Jul 13, 2021 (725 d)
John Hamilton MackayAmerican Century Advisory Services, Inc. no RAUMCity Different Investments mixed wealthOtherDec 31, 2012Jun 16, 2024 (4185 d)
Timothy Ryan OdonovanPacer Advisors, Inc. otherCity Different Investments no RAUMOtherApr 5, 2012Mar 18, 2021 (3269 d)
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8 moves match.