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 Investment Management, LLC

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
Matthew KortlanderBlackrock Investment Management, LLC asset managerCapital Client Group, Inc. no RAUMOtherAug 4, 2026Aug 12, 2026
Herman H. ChangBlackrock Investment Management, LLC asset managerJ.P. Morgan Securities LLC wirehouseOtherAug 4, 2026Aug 24, 2026
Kelly AppleBlackrock Investment Management, LLC asset managerKestra Advisory Services, LLC BD affiliatedOtherJul 6, 2026Jul 9, 2026
Erin Nicole DiegelBlackrock Investment Management, LLC asset managerCapital Client Group, Inc. no RAUMOtherJul 6, 2026Jul 27, 2026
Daniel Joseph BrooksBlackrock Investment Management, LLC asset managerInvesco Advisers, Inc. asset managerOtherMay 26, 2026May 27, 2026
Laura Merino McdonaldBlackrock Investment Management, LLC asset managerSei Investments Management Corp mixed wealthOtherApr 17, 2026Apr 23, 2026
Mary Frances MulcahyBlackrock Investment Management, LLC otherTcw Investment Management Company LLC asset managerOtherMar 30, 2026Apr 21, 2026
Jalen L. GlennBlackrock Investment Management, LLC otherStrategic Advisers LLC national BDOtherMar 30, 2026Jun 11, 2026 (73 d)
Timothy Michael PalilonisBlackrock Investment Management, LLC otherVanguard Advisers, Inc. BD affiliatedOtherMar 18, 2026Aug 10, 2026 (145 d)
Ana Claire PiacentiniBlackrock Investment Management, LLC otherAllspring Funds Management, LLC asset managerOtherMar 3, 2026Mar 11, 2026
Zachary TaylorBlackrock Investment Management, LLC otherWealth Enhancement Advisory Services, LLC BD affiliatedOtherFeb 17, 2026Feb 23, 2026
Andrew TremblayBlackrock Investment Management, LLC otherPnc Wealth Management BD affiliatedOtherNov 3, 2025Nov 6, 2025
Gregory M DvorocsikBlackrock Investment Management, LLC otherSpiderrock Advisors, LLC mixed wealthOtherOct 17, 2025Oct 17, 2025
Colleen Erin SylvesterBlackrock Investment Management, LLC otherSpiderrock Advisors, LLC mixed wealthOtherOct 17, 2025Mar 11, 2026 (145 d)
Jonathan Layne MillerBlackrock Investment Management, LLC otherSpiderrock Advisors, LLC mixed wealthOtherOct 16, 2025Oct 16, 2025
Matthew Thomas AndrewsBlackrock Investment Management, LLC otherSpiderrock Advisors, LLC mixed wealthOtherOct 16, 2025Oct 19, 2025
David Eugene DonnellyBlackrock Investment Management, LLC otherSpiderrock Advisors, LLC mixed wealthOtherOct 16, 2025Oct 16, 2025
Eric Joseph MetzBlackrock Investment Management, LLC otherSpiderrock Advisors, LLC mixed wealthOtherOct 16, 2025Oct 16, 2025
Robert Andrew HicksBlackrock Investment Management, LLC otherSpiderrock Advisors, LLC mixed wealthOtherOct 16, 2025Oct 16, 2025
Mary Welby Scott HughesBlackrock Investment Management, LLC otherSpiderrock Advisors, LLC mixed wealthOtherOct 16, 2025Oct 17, 2025
Adam Warren ButterfieldBlackrock Investment Management, LLC otherSpiderrock Advisors, LLC mixed wealthOtherOct 16, 2025Oct 16, 2025
Olivia Nicole VeneziaBlackrock Investment Management, LLC otherSpiderrock Advisors, LLC mixed wealthOtherOct 16, 2025Oct 16, 2025
James A SchmelterBlackrock Investment Management, LLC otherSpiderrock Advisors, LLC mixed wealthOtherOct 16, 2025Oct 16, 2025
Robert William CrothersBlackrock Investment Management, LLC otherAdvice And Planning Services BD affiliatedOtherSep 22, 2025Jan 8, 2026 (108 d)
David M JohnsonBlackrock Investment Management, LLC otherMorgan Stanley wirehouseOtherSep 5, 2025Oct 17, 2025 (42 d)
Dennis William MarkeyBlackrock Investment Management, LLC otherNorthern Trust Investments, Incorporated asset managerOtherAug 18, 2025Aug 22, 2025
Shizhan ZhangBlackrock Investment Management, LLC otherUBS Financial Services Inc. wirehouseOtherJul 11, 2025Jul 9, 2025
Kevin HoeglerBlackrock Investment Management, LLC otherFarther independent RIAOtherJul 11, 2025Jul 7, 2025
Jennifer TaboadaBlackrock Investment Management, LLC otherInvesco Advisers, Inc. asset managerOtherJun 24, 2025Oct 24, 2025 (122 d)
Robert M HumBlackrock Investment Management, LLC otherSei Investments Management Corp mixed wealthOtherJun 24, 2025Aug 29, 2025 (66 d)
Charles HammelBlackrock Investment Management, LLC otherNomura Investment Management Business Trust asset managerOtherJun 24, 2025Mar 5, 2026 (254 d)
Timothy David WeberBlackrock Investment Management, LLC otherAllspring Funds Management, LLC asset managerOtherJun 2, 2025Jun 9, 2025
Lauren Marie CataneoBlackrock Investment Management, LLC otherRange Advisory, LLC independent RIAOtherJun 2, 2025Nov 17, 2025 (168 d)
Matthew Wood JohnsonBlackrock Investment Management, LLC otherWelch & Forbes LLC independent RIAOtherMay 15, 2025Jun 26, 2025 (42 d)
Paul Bogdan TicuBlackrock Investment Management, LLC otherCalamos Advisors LLC asset managerOtherApr 21, 2025May 2, 2025
Kristen O'NeillBlackrock Investment Management, LLC otherCharles Schwab & Co., Inc. national BDOtherApr 21, 2025May 12, 2025
Robert T EckroteBlackrock Investment Management, LLC otherSei Investments Management Corp mixed wealthOtherApr 10, 2025Feb 25, 2026 (321 d)
Robert J JohnsonBlackrock Investment Management, LLC otherCharles Schwab & Co., Inc. national BDOtherApr 3, 2025Apr 22, 2025
Brian Michael FinneganBlackrock Investment Management, LLC otherNorthern Trust Investments, Incorporated asset managerOtherMar 28, 2025Jun 6, 2025 (70 d)
Erica Susan BullingerBlackrock Investment Management, LLC otherPrinceton Global Asset Management LLC independent RIAOtherMar 11, 2025May 29, 2025 (79 d)
Peyton Suzanne SventyBlackrock Investment Management, LLC otherTcw Investment Management Company LLC asset managerOtherMar 5, 2025Mar 20, 2025
Mark Salvatore OppedisanoBlackrock Investment Management, LLC otherTcw Investment Management Company LLC asset managerOtherMar 4, 2025Mar 20, 2025
Jay CaceresBlackrock Investment Management, LLC otherJ.P. Morgan Securities LLC wirehouseOtherFeb 26, 2025Jun 20, 2025 (114 d)
Erick BodgeBlackrock Investment Management, LLC otherCapital Client Group, Inc. no RAUMOtherFeb 25, 2025Mar 26, 2025
Christine E FernandezBlackrock Investment Management, LLC otherCibc Private Wealth Advisors, Inc. BD affiliatedOtherFeb 25, 2025Feb 26, 2025
Brandon DixonBlackrock Investment Management, LLC otherGrayscale Advisors asset managerOtherFeb 19, 2025Feb 26, 2025
Aranya MishraBlackrock Investment Management, LLC otherT. Rowe Price Advisory Services, Inc. BD affiliatedOtherJan 15, 2025Mar 18, 2025 (62 d)
Eric Henry ReeseBlackrock Investment Management, LLC otherInvesco Advisers, Inc. asset managerOtherDec 11, 2024Dec 13, 2024
Christopher David DoleBlackrock Investment Management, LLC otherInvesco Advisers, Inc. asset managerOtherDec 5, 2024Dec 18, 2024
John Edward MckentyBlackrock Investment Management, LLC otherAllspring Funds Management, LLC asset managerOtherNov 5, 2024Nov 19, 2024
Anthony DimaiutaBlackrock Investment Management, LLC otherFisher Investments independent RIAOtherNov 5, 2024Nov 15, 2024
Diana YangBlackrock Investment Management, LLC otherKairos asset managerOtherNov 5, 2024Jan 23, 2025 (79 d)
Justin Michael KunzBlackrock Investment Management, LLC otherInflection Capital Management, LLC no RAUMOtherOct 17, 2024Nov 15, 2024
Seema Joglekar AckermanBlackrock Investment Management, LLC otherBridgeway Capital Management, LLC asset managerOtherOct 17, 2024Mar 6, 2025 (140 d)
Henry Marks GochuicoBlackrock Investment Management, LLC otherAllspring Funds Management, LLC asset managerOtherOct 17, 2024Oct 31, 2024
Dana WeltyBlackrock Investment Management, LLC otherFidelity Personal And Workplace Advisors BD affiliatedOtherOct 17, 2024Dec 2, 2024 (46 d)
Michael Adel GuirguisBlackrock Investment Management, LLC otherAllspring Funds Management, LLC asset managerOtherOct 1, 2024Oct 25, 2024
Sara Nicole Prager BosekBlackrock Investment Management, LLC otherTcw Investment Management Company LLC asset managerOtherOct 1, 2024Oct 17, 2024
Myles Owen GainesBlackrock Investment Management, LLC otherCapital Client Group, Inc. no RAUMOtherOct 1, 2024Nov 6, 2024 (36 d)
Michael A FerrerBlackrock Investment Management, LLC otherIntegrity Advisory Solutions independent RIAOtherSep 5, 2024Oct 18, 2024 (43 d)
Page 1 of 6Next
354 moves match.