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
Joshua Chase Ryan
Feed of 09/15/2026
Also filed as Joshua Chase Ryan
At current firm
1 y
since Jun 13, 2025
In the industry
11 y
since Jan 1, 2015 (earliest exam, job or registration)
Prior registered firms
2
IAPD previous registrations
State registrations
2
current, as an IAR
Firms today
1
current registrations
Exams
S63, S66
IA exams only
Book size
not public
not estimated here
Signals
1
dated events on this person
Registration history
IAPD current and previous registrations
- Blackrock Investment Management, LLC asset manager currentsince Jun 13, 2025 · Boston, Ma
- Citizens Securities, Inc. BD affiliatedJan 19, 2023 to Mar 13, 2025 · Westwood, Ma
- Columbia Management Investment Advisers, LLC asset managerMay 2, 2016 to Oct 7, 2021 · Boston, Ma
Moves
a registration end followed by a registration begin elsewhere
- Citizens Securities, Inc. to Blackrock Investment Management, LLCleft Mar 13, 2025, registered Jun 13, 2025 (92 days) · Other
- Columbia Management Investment Advisers, LLC to Citizens Securities, Inc.left Oct 7, 2021, registered Jan 19, 2023 (469 days) · Other · moved with a team
Signals
- Joshua Chase Ryan left Citizens Securities, Inc. for Blackrock Investment Management, Llc (registered 2025-06-13)Mar 13, 2025 · Advisor changed firm · fact
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
- Asset manager (funds and pooled vehicles)derived
- Years in industry
- 11derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address