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
Michael A FerrerBlackrock Investment Management, LLC otherIntegrity Advisory Solutions independent RIAOtherSep 5, 2024Oct 18, 2024 (43 d)
Julian Nelson CopelandBlackrock Investment Management, LLC otherPgim Investments LLC asset managerOtherSep 5, 2024Oct 25, 2024 (50 d)
Dawit KidaneBlackrock Investment Management, LLC otherInvesco Advisers, Inc. asset managerOtherSep 5, 2024Oct 1, 2024
Rush Kirk EvansBlackrock Investment Management, LLC otherRussell Investments institutionalOtherAug 29, 2024Dec 11, 2024 (104 d)
Sarah KaiserBlackrock Investment Management, LLC otherTcw Investment Management Company LLC asset managerOtherAug 20, 2024Sep 9, 2024
Michael Farrin LaneBlackrock Investment Management, LLC otherSei Investments Management Corp otherOtherAug 12, 2024Sep 24, 2024 (43 d)
Lee A CunninghamBlackrock Investment Management, LLC otherUBS Financial Services Inc. wirehouseOtherJul 30, 2024Aug 20, 2024
Jennifer HissBlackrock Investment Management, LLC otherRockefeller Capital Management BD affiliatedOtherJul 30, 2024Jul 25, 2024
Jamie-Lee MillerBlackrock Investment Management, LLC otherInvesco Advisers, Inc. asset managerOtherJul 9, 2024Jul 11, 2024
Ankush DeBlackrock Investment Management, LLC otherLPL Financial LLC BD affiliatedOtherJul 9, 2024Jul 10, 2024
Samuel James AdamsBlackrock Investment Management, LLC otherCapital Client Group, Inc. no RAUMOtherJul 1, 2024Jul 10, 2024
Bryson LivingstonBlackrock Investment Management, LLC otherInvesco Advisers, Inc. asset managerOtherJul 1, 2024Jul 18, 2024
Michael Joseph PorcelliBlackrock Investment Management, LLC otherInvesco Advisers, Inc. asset managerOtherMay 15, 2024May 28, 2024
Julia E DunniganBlackrock Investment Management, LLC otherMorgan Stanley wirehouseOtherMay 15, 2024Nov 15, 2024 (184 d)
Lucas Dominic RyanBlackrock Investment Management, LLC otherMorgan Stanley wirehouseOtherMay 15, 2024Dec 18, 2025 (582 d)
Peter Anthony BiancoBlackrock Investment Management, LLC otherLazard Asset Management LLC otherOtherMay 7, 2024Jun 18, 2024 (42 d)
Wesley EnglishBlackrock Investment Management, LLC otherVault Private Wealth state registeredOtherMay 7, 2024Jan 6, 2025 (244 d)
Amira Gail JibrineBlackrock Investment Management, LLC otherGreat American Advisors, Inc. otherOtherMay 7, 2024Jun 12, 2024 (36 d)
Brendan J McdonnellBlackrock Investment Management, LLC otherLPL Financial LLC BD affiliatedOtherApr 25, 2024Aug 15, 2024 (112 d)
Brandon De Otaduy NamBlackrock Investment Management, LLC otherArete Wealth Advisors, LLC BD affiliatedOtherApr 25, 2024May 13, 2024
David RobidouxBlackrock Investment Management, LLC otherJ.P. Morgan Securities LLC wirehouseOtherApr 17, 2024Jun 6, 2024 (50 d)
Alexander Monroe Burrows JacksonBlackrock Investment Management, LLC otherAssetmark, Inc. BD affiliatedOtherApr 17, 2024Dec 17, 2025 (609 d)
Aleksandra KurzydlowskiBlackrock Investment Management, LLC otherCresset Asset Management, LLC independent RIAOtherApr 9, 2024May 7, 2024
Margaret Rose DoverBlackrock Investment Management, LLC otherJ. Mark Nickell & Co. independent RIAOtherMar 26, 2024Apr 17, 2024
Colin Geoffrey MccarthyBlackrock Investment Management, LLC otherInvesco Advisers, Inc. asset managerOtherMar 26, 2024Apr 2, 2024
Jacob FosterBlackrock Investment Management, LLC otherFisher Investments independent RIAOtherMar 26, 2024Apr 11, 2024
Robert J ChilsonBlackrock Investment Management, LLC otherMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseOtherMar 11, 2024Oct 22, 2024 (225 d)
Lukas James SmartBlackrock Investment Management, LLC otherDimensional Fund Advisors LP asset managerOtherMar 11, 2024Apr 9, 2024
Maximilien Paul Van WalleghemBlackrock Investment Management, LLC otherMaximai Investment Partners, LLC independent RIAOtherMar 5, 2024Jun 17, 2024 (104 d)
Christoher W BarnesBlackrock Investment Management, LLC otherEdward Jones national BDOtherFeb 22, 2024Mar 14, 2025 (386 d)
Pamela KnightBlackrock Investment Management, LLC otherAmerican Independent Securities Group, LLC independent RIAOtherJan 25, 2024Jan 16, 2025 (357 d)
Samuel Aaron DewittBlackrock Investment Management, LLC otherDimensional Fund Advisors LP asset managerOtherJan 25, 2024Jul 31, 2025 (553 d)
Thomas Patrick O'RourkeBlackrock Investment Management, LLC otherRockefeller Capital Management BD affiliatedOtherJan 16, 2024May 13, 2024 (118 d)
Kevin Michael SochovkaBlackrock Investment Management, LLC otherTcw Investment Management Company LLC asset managerOtherJan 16, 2024Mar 8, 2024 (52 d)
George Joseph WolfBlackrock Investment Management, LLC otherCapital Client Group, Inc. no RAUMOtherJan 12, 2024May 1, 2024 (110 d)
Daren RobertsBlackrock Investment Management, LLC otherRBC Capital Markets, LLC national BDOtherJan 12, 2024Jan 10, 2025 (364 d)
Gregory Alan JonesBlackrock Investment Management, LLC otherCalamos Advisors LLC asset managerOtherJan 11, 2024Mar 26, 2025 (440 d)
John Joseph KayserBlackrock Investment Management, LLC otherCharles Schwab & Co., Inc. national BDOtherJan 11, 2024Oct 9, 2024 (272 d)
Robert Samuel BrunerBlackrock Investment Management, LLC otherBankplus Wealth Advisors independent RIAOtherJan 11, 2024Apr 11, 2024 (91 d)
Tracy ZimmererBlackrock Investment Management, LLC otherEquitable Advisors, LLC national BDOtherDec 7, 2023Jan 11, 2024 (35 d)
Justin Michael MaddoxBlackrock Investment Management, LLC otherCapital Client Group, Inc. no RAUMOtherDec 7, 2023Dec 12, 2023
Matthew OsderBlackrock Investment Management, LLC otherSand Hill Global Advisors, LLC independent RIAOtherNov 30, 2023Aug 26, 2024 (270 d)
Benjamin Mckinnon MarlorBlackrock Investment Management, LLC otherMML Investors Services, LLC BD affiliatedOtherNov 15, 2023Nov 24, 2023
Nicholas Robert LanierBlackrock Investment Management, LLC otherMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseOtherNov 1, 2023Nov 14, 2023
Gregory Scott StevensBlackrock Investment Management, LLC otherHartford Funds asset managerOtherOct 20, 2023Oct 27, 2023
Cole Jameson WellsBlackrock Investment Management, LLC otherRockefeller Capital Management BD affiliatedOtherSep 28, 2023Jan 24, 2024 (118 d)
Amanda Elizabeth TonerBlackrock Investment Management, LLC otherFidelity Personal And Workplace Advisors BD affiliatedOtherSep 25, 2023Nov 10, 2023 (46 d)
Robert Nicholas Edward CaineBlackrock Investment Management, LLC otherStifel, Nicolaus & Company, Incorporated national BDOtherSep 7, 2023Sep 15, 2023
Kenneth H LassnerBlackrock Investment Management, LLC otherNorthern Trust Investments, Incorporated asset managerOtherAug 3, 2023Nov 5, 2024 (460 d)
Kyra HansonBlackrock Investment Management, LLC otherStrategic Advisers LLC national BDOtherJul 24, 2023Jun 17, 2025 (694 d)
Katherine AbbottBlackrock Investment Management, LLC otherBondbloxx asset managerOtherJun 28, 2023Sep 13, 2024 (443 d)
Georgi Ellen BattocchioBlackrock Investment Management, LLC otherFidelity Personal And Workplace Advisors BD affiliatedOtherApr 20, 2023Jul 26, 2023 (97 d)
Jefferson Toffey PucketteBlackrock Investment Management, LLC otherClass Vi Family Office, LLC independent RIAOtherApr 5, 2023Apr 13, 2023
Nicholas Peter SarkosBlackrock Investment Management, LLC otherAriel Investments, LLC otherOtherMar 29, 2023May 8, 2023 (40 d)
Christina Nicole CapobiancoBlackrock Investment Management, LLC otherCetera Investment Advisers LLC BD affiliatedOtherMar 22, 2023Jun 29, 2023 (99 d)
Thomas IrvingBlackrock Investment Management, LLC otherJ.P. Morgan Securities LLC wirehouseOtherMar 7, 2023Apr 28, 2023 (52 d)
Victoria PantaleoBlackrock Investment Management, LLC otherArete Wealth Advisors, LLC BD affiliatedOtherFeb 27, 2023Dec 10, 2024 (652 d)
Lawrence Daniel GarrityBlackrock Investment Management, LLC otherCantor Fitzgerald Investment Advisors independent RIAOtherJan 18, 2023Apr 13, 2023 (85 d)
Geraldine Ann RaymondBlackrock Investment Management, LLC otherCommonwealth Financial Network national BDOtherJan 18, 2023May 24, 2024 (492 d)
Derek William JanuarioBlackrock Investment Management, LLC otherAdvisors Asset Management, Inc. otherOtherJan 18, 2023Jun 6, 2023 (139 d)
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355 moves match.