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 Blackrock Fund Advisors

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
William Brendan BoweBlackrock Fund Advisors asset managerCapital Client Group, Inc. no RAUMOtherApr 13, 2026May 11, 2026
Michael James KeatingBlackrock Fund Advisors asset managerSchwab Wealth Advisory, Inc. no RAUMOtherSep 22, 2025Dec 16, 2025 (85 d)
Marsha JongBlackrock Fund Advisors asset managerEmpirical Wealth Management independent RIAOtherMar 5, 2025Apr 22, 2025 (48 d)
Daniel Henry FoleyBlackrock Fund Advisors asset managerWells Fargo Advisors wirehouseOtherNov 5, 2024Nov 1, 2024
Joshua M HoreshBlackrock Fund Advisors asset managerT. Rowe Price Associates, Inc. asset managerOtherNov 5, 2024Dec 12, 2024 (37 d)
Elizabeth Lynne DeveauBlackrock Fund Advisors asset managerTcw Investment Management Company LLC asset managerOtherOct 1, 2024Oct 14, 2024
Allen Jason ReaBlackrock Fund Advisors asset managerNuveen Asset Management, LLC mixed wealthOtherMay 7, 2024May 24, 2024
Tiffany Nicole TobiasBlackrock Fund Advisors asset managerTcw Investment Management Company LLC asset managerOtherMar 11, 2024Mar 25, 2024
Thomas Patrick KileyBlackrock Fund Advisors asset managerCalamos Advisors LLC asset managerOtherJan 12, 2024Apr 25, 2024 (104 d)
Keith Alan VanordenBlackrock Fund Advisors asset managerTcw Investment Management Company LLC asset managerOtherDec 7, 2023Jan 16, 2024 (40 d)
Kurt Edward ReimanBlackrock Fund Advisors asset managerUBS Financial Services Inc. wirehouseOtherJul 5, 2023Jun 4, 2024 (335 d)
Christian James NesherBlackrock Fund Advisors otherT. Rowe Price Advisory Services, Inc. independent RIAOtherMar 9, 2018Oct 16, 2018 (221 d)
Matthew Tyne RaynorBlackrock Fund Advisors otherPrincipal Asset Management otherOtherNov 11, 2016Oct 6, 2025 (3251 d)
James Garfield CarvilleBlackrock Fund Advisors otherCapital Client Group, Inc. no RAUMOtherMay 17, 2016Jun 20, 2016 (34 d)
Burns Mcneil LowryBlackrock Fund Advisors otherManulife Investment Management (US) LLC otherOtherApr 18, 2016Apr 12, 2017 (359 d)
Orit HodarkovskyBlackrock Fund Advisors otherJ.P. Morgan Securities LLC wirehouseOtherSep 11, 2015Oct 27, 2025 (3699 d)
Athena Cristina YostBlackrock Fund Advisors otherStrategic Advisers LLC national BDOtherAug 6, 2015Oct 27, 2015 (82 d)
Neil Matthew KayBlackrock Fund Advisors otherHartford Funds otherOtherMar 19, 2015Feb 5, 2016 (323 d)
Timothy Daniel NihillBlackrock Fund Advisors otherMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseOtherJan 22, 2015Mar 31, 2015 (68 d)
Dominic Patrick O'DonovanBlackrock Fund Advisors otherT. Rowe Price Associates, Inc. asset managerOtherDec 23, 2014Apr 17, 2024 (3403 d)
Amy Barbara BarnesBlackrock Fund Advisors otherAdvice And Planning Services otherOtherSep 23, 2014Sep 30, 2014
Vivian Masayo TsaiBlackrock Fund Advisors otherAdvice And Planning Services otherOtherFeb 24, 2014May 20, 2014 (85 d)
Oumar DiabyBlackrock Fund Advisors otherJ.P. Morgan Securities LLC wirehouseOtherOct 10, 2013Jul 18, 2014 (281 d)
Brian Gregory FairhurstBlackrock Fund Advisors otherRBC Capital Markets, LLC national BDOtherSep 6, 2013Aug 4, 2015 (697 d)
John Michael DolanBlackrock Fund Advisors otherNew York Life Investment Management LLC otherOtherAug 20, 2013Apr 17, 2015 (605 d)
Daniel Evan ColluccioBlackrock Fund Advisors otherTd Ameritrade, Inc. no RAUMOtherJul 25, 2013Aug 29, 2013 (35 d)
Richard Francis FroioBlackrock Fund Advisors otherEaton Vance Management otherOtherDec 14, 2012Dec 12, 2017 (1824 d)
David Bennett KimerlingBlackrock Fund Advisors otherInvesco Advisers, Inc. asset managerOtherSep 18, 2012Apr 25, 2018 (2045 d)
Nicolle Wright HudachekBlackrock Fund Advisors otherRobert W. Baird & Co. Incorporated otherOtherAug 20, 2012Jun 29, 2012
Paul Thomas TuomeyBlackrock Fund Advisors otherEagle Strategies LLC otherOtherJun 26, 2012Feb 18, 2014 (602 d)
Kevin Joseph BreyBlackrock Fund Advisors otherThe Mde Group, Inc. otherOtherJan 24, 2012Oct 18, 2012 (268 d)
Aaron GallardoBlackrock Fund Advisors otherRBC Capital Markets, LLC national BDOtherDec 13, 2011Apr 3, 2012 (112 d)
Kyle Edward SchmahlBlackrock Fund Advisors otherAdvice And Planning Services otherOtherDec 13, 2011Apr 20, 2012 (129 d)
Heather Leigh PelantBlackrock Fund Advisors otherCresset Asset Management, LLC independent RIAOtherDec 13, 2011Feb 27, 2026 (5190 d)
Thomas Westbrook QuinbyBlackrock Fund Advisors otherEdward Jones national BDOtherDec 13, 2011Oct 16, 2015 (1403 d)
Peter Michael SousaBlackrock Fund Advisors otherBeacon Pointe Advisors, LLC independent RIAOtherDec 13, 2011Mar 5, 2026 (5196 d)
Sean TreanorBlackrock Fund Advisors otherTd Ameritrade Investment Management, LLC otherOtherDec 13, 2011Sep 26, 2013 (653 d)
Thomas Raymond PlattBlackrock Fund Advisors otherConnors Investor Services Inc otherOtherJun 15, 2011Mar 10, 2015 (1364 d)
Valerie P CorradiniBlackrock Fund Advisors otherMorgan Stanley wirehouseOtherApr 20, 2011Oct 10, 2024 (4922 d)
Marc X ConnollyBlackrock Fund Advisors otherTd Ameritrade, Inc. no RAUMOtherMar 25, 2011Aug 1, 2016 (1956 d)
Carey Bret MorrisonBlackrock Fund Advisors otherCountry Club Financial Services, Inc. otherOtherFeb 10, 2011Nov 18, 2011 (281 d)
Ian C KlassBlackrock Fund Advisors otherMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseOtherOct 14, 2010Dec 8, 2010 (55 d)
Stephanie Anastasia CarrerasBlackrock Fund Advisors otherEmerald Allocation Strategies, LLC no RAUMOtherMar 5, 2010Jan 3, 2011 (304 d)
Nancy H TrieuBlackrock Fund Advisors otherSvb Asset Management otherOtherDec 1, 2009Nov 2, 2010 (336 d)
Michael William RiskoBlackrock Fund Advisors otherEssex National Securities, Inc. otherOtherApr 8, 2009Nov 4, 2009 (210 d)
Courtney Elizabeth HornBlackrock Fund Advisors otherAmeriprise Financial Services, LLC national BDOtherAug 4, 2008Aug 19, 2008
Jennifer Catherine BarkerBlackrock Fund Advisors otherCaptrust institutionalOtherApr 28, 2008Aug 31, 2021 (4873 d)
Dinah Frances Bird-WesterfieldBlackrock Fund Advisors otherSei Investments Management Corp otherOtherApr 25, 2007May 19, 2008 (390 d)
Glenn Owen SmithBlackrock Fund Advisors otherCharles Schwab & Co., Inc. national BDOtherDec 1, 2006Oct 10, 2007 (313 d)
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49 moves match.