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 Financial Management, Inc

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
Jason Nusse	Blackrock Financial Management, Inc other	T. Rowe Price Associates, Inc. asset manager	Other	Sep 1, 2026	Sep 10, 2026
Daniel Jay Deckman	Blackrock Financial Management, Inc other	Wells Fargo Advisors wirehouse	Other	Mar 18, 2026	Mar 4, 2026
Charles W Fagan	Blackrock Financial Management, Inc other	Bny Mellon Securities Corporation other	Other	Mar 2, 2026	Mar 19, 2026
Angela Kay Wascom Gantt	Blackrock Financial Management, Inc other	Sanctuary Advisors, LLC BD affiliated	Other	Jan 21, 2026	Sep 8, 2026 (230 d)
Grant A Einhorn	Blackrock Financial Management, Inc other	Calamos Advisors LLC asset manager	Other	Oct 20, 2025	Oct 24, 2025
Geoffrey Collagan Sirhal	Blackrock Financial Management, Inc other	Charmarline Wealth Management LLC independent RIA	Other	Feb 11, 2025	Mar 13, 2025
Stephen Gerard Czajka	Blackrock Financial Management, Inc other	T. Rowe Price Associates, Inc. asset manager	Other	Aug 29, 2024	Sep 9, 2024
Aaron John Lassanske	Blackrock Financial Management, Inc other	First Citizens Asset Management, Inc BD affiliated	Other	Feb 15, 2024	Apr 16, 2024 (61 d)
Edward Joseph De Arcos	Blackrock Financial Management, Inc other	Nuveen Asset Management, LLC mixed wealth	Other	Jan 16, 2024	Aug 1, 2024 (198 d)
Robert Stephen Eaton	Blackrock Financial Management, Inc other	Bondbloxx asset manager	Other	Apr 5, 2023	Sep 13, 2024 (527 d)
Anthony Michael Svach	Blackrock Financial Management, Inc other	Allspring Funds Management, LLC asset manager	Other	Jan 19, 2023	Sep 19, 2023 (243 d)
Wesley A Urick	Blackrock Financial Management, Inc other	Principal Asset Management other	Other	Jan 18, 2023	Nov 28, 2023 (314 d)
Gregory Hohmann	Blackrock Financial Management, Inc other	Neuberger Berman Bd LLC no RAUM	Other	Jan 18, 2023	May 3, 2023 (105 d)
Michael Wayne Alexander	Blackrock Financial Management, Inc other	Sanctuary Advisors, LLC BD affiliated	Other	Sep 30, 2022	Dec 5, 2022 (66 d)
Peter M Williams	Blackrock Financial Management, Inc other	Allspring Funds Management, LLC asset manager	Other	Jun 23, 2022	Nov 7, 2022 (137 d)
Jennifer Scott Friberg	Blackrock Financial Management, Inc other	Balentine independent RIA	Other	May 12, 2022	Apr 1, 2025 (1055 d)
Scott Michael Nadle	Blackrock Financial Management, Inc other	Charles Schwab & Co., Inc. national BD	Other	Apr 26, 2022	May 13, 2022
Kaylee Makel	Blackrock Financial Management, Inc other	LPL Financial LLC BD affiliated	Other	Apr 26, 2022	Apr 4, 2024 (709 d)
Daniel Mccurran Basile	Blackrock Financial Management, Inc other	Ascensus Investment Advisors, LLC institutional	Other	Oct 10, 2019	Nov 21, 2019 (42 d)
Brad Matthew Napoli	Blackrock Financial Management, Inc other	Fidelity Personal And Workplace Advisors BD affiliated	Other	Sep 17, 2019	Nov 1, 2019 (45 d)
Steven Joseph Deacon	Blackrock Financial Management, Inc other	Commonwealth Financial Network national BD	Other	Aug 22, 2019	Aug 20, 2019
Jonathan Howard Brice	Blackrock Financial Management, Inc other	Securities America Advisors, Inc. BD affiliated	Other	Jul 30, 2019	Nov 5, 2019 (98 d)
Grant R Myers	Blackrock Financial Management, Inc other	Edward Jones national BD	Other	Feb 15, 2018	Feb 15, 2018
Patrick Vincent Carroll	Blackrock Financial Management, Inc other	J.P. Morgan Securities LLC wirehouse	Other	Jan 18, 2018	Feb 8, 2018
Daniel J Frank	Blackrock Financial Management, Inc other	Rademacher Financial, Inc. independent RIA	Other	Jan 11, 2018	May 4, 2018 (113 d)
Courtney Ann Walls	Blackrock Financial Management, Inc other	Osaic Fa, Inc. BD affiliated	Other	Sep 7, 2017	May 2, 2018 (237 d)
Joseph Keyes Nelson	Blackrock Financial Management, Inc other	Hightower Advisors, LLC BD affiliated	Other	Jul 11, 2017	Jun 27, 2019 (716 d)
Matthew A Foertsch	Blackrock Financial Management, Inc other	Cetera Advisors LLC other	Other	Jun 20, 2017	Jun 29, 2017
Raymond W Butti	Blackrock Financial Management, Inc other	Pgim Investments LLC other	Other	May 4, 2017	Feb 16, 2018 (288 d)
Brian Polakowski	Blackrock Financial Management, Inc other	Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse	Other	Jan 9, 2017	Jun 18, 2018 (525 d)
Stephen B Kingsley	Blackrock Financial Management, Inc other	Morgan Stanley wirehouse	Other	Jan 5, 2017	Mar 2, 2023 (2247 d)
Janet Ann Oliver	Blackrock Financial Management, Inc other	Mfs Institutional Advisors Inc. other	Other	Aug 2, 2016	Sep 12, 2016 (41 d)
Philip Louis Casciano	Blackrock Financial Management, Inc other	Capital Client Group, Inc. no RAUM	Other	May 24, 2016	Jun 9, 2016
Geoffrey Clarke Reeves	Blackrock Financial Management, Inc other	Edward Jones national BD	Other	Apr 19, 2016	Aug 8, 2016 (111 d)
Joseph Michael Balestra	Blackrock Financial Management, Inc other	Victory Capital Management Inc. other	Other	Apr 14, 2016	Jan 8, 2018 (634 d)
Matthew John Adey	Blackrock Financial Management, Inc other	Pgim Investments LLC other	Other	Mar 2, 2016	Mar 7, 2016
Todd Gregory Pam	Blackrock Financial Management, Inc other	Clearbridge Investments, LLC other	Other	May 19, 2015	Jun 23, 2015 (35 d)
Michael John Gambol	Blackrock Financial Management, Inc other	Worthfm no RAUM	Other	Apr 30, 2015	Jan 11, 2016 (256 d)
Robert Michael Angelo	Blackrock Financial Management, Inc other	Pgim Investments LLC other	Other	Mar 10, 2015	Apr 10, 2015 (31 d)
Kevin Michael Zeller	Blackrock Financial Management, Inc other	Capital One Advisors, LLC no RAUM	Other	Dec 1, 2014	May 29, 2015 (179 d)
Rod Cain Jones	Blackrock Financial Management, Inc other	Cain Capital Management, LP other	Other	Feb 3, 2014	Apr 22, 2014 (78 d)
Steven David Burkhardt	Blackrock Financial Management, Inc other	Mfs Institutional Advisors Inc. other	Other	Feb 15, 2013	Mar 25, 2013 (38 d)
David Michael Smith	Blackrock Financial Management, Inc other	Robinson Smith Wealth Advisors, LLC other	Other	Jan 3, 2013	Mar 5, 2013 (61 d)
Michael A Guthrie	Blackrock Financial Management, Inc other	Strategic Advisers LLC national BD	Other	Jan 3, 2013	Apr 8, 2013 (95 d)
Joshua Eric Cole	Blackrock Financial Management, Inc other	Edward Jones national BD	Other	Oct 12, 2012	Oct 1, 2012
Julz M Schwingler	Blackrock Financial Management, Inc other	RBC Rochdale, LLC other	Other	Jun 26, 2012	Sep 16, 2015 (1177 d)
David P Westol	Blackrock Financial Management, Inc other	Strategic Advisers LLC national BD	Other	Jun 21, 2012	Jun 4, 2014 (713 d)
Cory Crehan Bonanno	Blackrock Financial Management, Inc other	Cetera Investment Advisers LLC BD affiliated	Other	Dec 7, 2011	Jun 29, 2023 (4222 d)
Jennifer Keltner Nelson	Blackrock Financial Management, Inc other	Wells Fargo Advisors wirehouse	Other	Jun 15, 2011	Oct 30, 2012 (503 d)
Jerry Thomas Peters	Blackrock Financial Management, Inc other	Filament, LLC other	Other	May 24, 2011	Sep 17, 2012 (482 d)
Shaun Michael Miller	Blackrock Financial Management, Inc other	Corient BD affiliated	Other	Nov 8, 2010	Jul 7, 2023 (4624 d)
Russell Robert Kilpatrick	Blackrock Financial Management, Inc other	Mfs Institutional Advisors Inc. other	Other	May 19, 2010	Jan 6, 2011 (232 d)
Michael W Schmid	Blackrock Financial Management, Inc other	Natixis Advisors, LLC other	Other	Jun 25, 2009	Apr 24, 2009
Joseph A Raieta	Blackrock Financial Management, Inc other	Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse	Other	Apr 3, 2009	Aug 20, 2010 (504 d)
Linda Bumbalo	Blackrock Financial Management, Inc other	Nfsg Corporation BD affiliated	Other	Apr 2, 2009	Aug 2, 2018 (3409 d)
Timothy Jefferson Power	Blackrock Financial Management, Inc other	Eagle Strategies LLC other	Other	Jan 12, 2009	Jun 17, 2010 (521 d)
Brendan Scott Coleman	Blackrock Financial Management, Inc other	Amundi Pioneer Institutional Asset Management, Inc. other	Other	Jan 12, 2009	Mar 26, 2013 (1534 d)
Peter Nicholas Tortorici	Blackrock Financial Management, Inc other	Deutsche Bank Securities Inc. other	Other	Dec 5, 2008	Nov 22, 2010 (717 d)
Lucas Skidmore Rameaka	Blackrock Financial Management, Inc other	John Hancock Investment Management LLC other	Other	Apr 13, 2007	May 7, 2007
Diana Wendy Cohen	Blackrock Financial Management, Inc other	Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse	Other	Mar 8, 2007	Dec 2, 2016 (3557 d)

Page 1 of 2Next

63 moves match.