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
Chase Edward CoffinBlackrock Investment Management, LLC otherMoneta Group Investment Advisors, LLC independent RIAOtherJan 18, 2023Apr 26, 2023 (98 d)
William Zach FriedrichBlackrock Investment Management, LLC otherWealthspire Retirement Advisory institutionalOtherJan 18, 2023Jan 24, 2023
Stacy Lynn SalvatoreBlackrock Investment Management, LLC otherAdvice And Planning Services BD affiliatedOtherJan 17, 2023Jan 23, 2024 (371 d)
Noah Alexander KrollBlackrock Investment Management, LLC otherAllspring Funds Management, LLC asset managerOtherOct 21, 2022Nov 3, 2022
Michael StarrBlackrock Investment Management, LLC otherCharles Schwab & Co., Inc. national BDOtherOct 21, 2022Jul 25, 2024 (643 d)
Michael James FerraroBlackrock Investment Management, LLC otherEnvestnet Pmc independent RIAOtherOct 21, 2022May 29, 2024 (586 d)
Jennifer FosterBlackrock Investment Management, LLC otherCommonwealth Financial Network national BDOtherSep 20, 2022Oct 5, 2022
Craig MckinlayBlackrock Investment Management, LLC otherSchwab Wealth Advisory, Inc. no RAUMOtherSep 20, 2022Dec 15, 2025 (1182 d)
Dillon Willis LullBlackrock Investment Management, LLC otherCapital Client Group, Inc. no RAUMOtherSep 8, 2022Sep 18, 2022
Noah Bradley LittinBlackrock Investment Management, LLC otherLPL Financial LLC BD affiliatedOtherSep 7, 2022Jul 12, 2024 (674 d)
Adam Michael GrowleyBlackrock Investment Management, LLC otherMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseOtherAug 18, 2022Sep 12, 2022
Scott M PearlmanBlackrock Investment Management, LLC otherEnvestnet Pmc independent RIAOtherAug 18, 2022Sep 4, 2024 (748 d)
Omid EftekhariBlackrock Investment Management, LLC otherTowneley Capital Management, Inc. mixed wealthOtherAug 18, 2022Dec 2, 2022 (106 d)
Brett Andrew SheelyBlackrock Investment Management, LLC otherAlliancebernstein L.P. asset managerOtherAug 17, 2022Sep 15, 2022
Matthew HalpernBlackrock Investment Management, LLC otherWells Fargo Advisors wirehouseOtherJul 21, 2022Nov 23, 2022 (125 d)
Katrina Marie DifigliaBlackrock Investment Management, LLC otherNuveen Asset Management, LLC otherOtherJul 14, 2022Aug 12, 2022
Dharma PatelBlackrock Investment Management, LLC otherMorgan Stanley wirehouseOtherJun 9, 2022Jan 26, 2026 (1327 d)
Rainey LordBlackrock Investment Management, LLC otherCapital Client Group, Inc. no RAUMOtherJun 9, 2022Aug 5, 2025 (1153 d)
Matthew Shreve CollierBlackrock Investment Management, LLC otherCrowdstreet Advisors, LLC mixed wealthOtherMay 12, 2022Jun 17, 2022 (36 d)
Fahad Khalid JamilBlackrock Investment Management, LLC otherCapital Client Group, Inc. no RAUMOtherMay 12, 2022May 26, 2022
Riley FealkoBlackrock Investment Management, LLC otherAlliancebernstein L.P. asset managerOtherApr 28, 2022May 4, 2022
Karim William Salazar AntoniBlackrock Investment Management, LLC otherLazard Asset Management LLC otherOtherApr 26, 2022Apr 28, 2022
Robert M PaciccoBlackrock Investment Management, LLC otherPruco Securities, LLC BD affiliatedOtherApr 26, 2022May 13, 2022
Hugh S AnstyBlackrock Investment Management, LLC otherHilton Capital Management, LLC mixed wealthOtherMar 17, 2022Apr 20, 2022 (34 d)
Roshun Dayananda PaiBlackrock Investment Management, LLC otherLazard Asset Management LLC otherOtherMar 10, 2022Mar 31, 2022
John Joseph LyonsBlackrock Investment Management, LLC otherShorehaven Wealth Partners, LLC independent RIAOtherMar 10, 2022Jan 17, 2024 (678 d)
Sean MurphyBlackrock Investment Management, LLC otherNorthern Trust Investments, Incorporated asset managerOtherMar 4, 2022Mar 25, 2022
Jeffrey Carrera PaguiriganBlackrock Investment Management, LLC otherCapital Client Group, Inc. no RAUMOtherFeb 17, 2022Feb 25, 2022
Joseph N. DolesBlackrock Investment Management, LLC otherFidelity Personal And Workplace Advisors BD affiliatedOtherFeb 10, 2022Mar 28, 2022 (46 d)
Kevin A. VoorheesBlackrock Investment Management, LLC otherCharles Schwab & Co., Inc. national BDOtherFeb 4, 2022Jun 23, 2026 (1600 d)
Travis Scott GilbergBlackrock Investment Management, LLC otherCapital Client Group, Inc. no RAUMOtherDec 22, 2021Dec 12, 2023 (720 d)
Sean Patrick CribbinBlackrock Investment Management, LLC otherNuveen Asset Management, LLC otherOtherNov 18, 2021Dec 17, 2021
Robert David JacobsBlackrock Investment Management, LLC otherMML Investors Services, LLC BD affiliatedOtherNov 4, 2021Aug 26, 2026 (1756 d)
Sivan Loren SackBlackrock Investment Management, LLC otherAlliancebernstein L.P. asset managerOtherOct 29, 2021Aug 22, 2023 (662 d)
Gregory AbelliBlackrock Investment Management, LLC otherEdward Jones national BDOtherOct 22, 2021Jan 3, 2022 (73 d)
Jennifer Michi HashimotoBlackrock Investment Management, LLC otherRockefeller Capital Management BD affiliatedOtherSep 16, 2021Oct 18, 2021 (32 d)
Stephen PielaBlackrock Investment Management, LLC otherUBS Financial Services Inc. wirehouseOtherSep 9, 2021Sep 17, 2021
Brian J ConnellyBlackrock Investment Management, LLC otherEnvestnet Pmc independent RIAOtherAug 30, 2021May 24, 2023 (632 d)
Mary Helen DonovanBlackrock Investment Management, LLC otherT. Rowe Price Associates, Inc. asset managerOtherAug 16, 2021Oct 7, 2021 (52 d)
Christopher Joseph LedellBlackrock Investment Management, LLC otherMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseOtherAug 16, 2021Aug 12, 2021
Dieynaba SyBlackrock Investment Management, LLC otherLazard Asset Management LLC otherOtherJul 8, 2021Jan 3, 2023 (544 d)
Adrian Todd ColarussoBlackrock Investment Management, LLC otherTarget Rock Wealth Management, LLC independent RIAOtherJul 1, 2021Jan 19, 2022 (202 d)
Vikrant Nahal AryaBlackrock Investment Management, LLC otherNuveen Asset Management, LLC otherOtherJun 24, 2021Oct 18, 2021 (116 d)
Robert Lincoln PanettiBlackrock Investment Management, LLC otherRockefeller Capital Management BD affiliatedOtherJun 17, 2021Sep 8, 2021 (83 d)
Tigran KazaryanBlackrock Investment Management, LLC otherNuveen Asset Management, LLC otherOtherJun 15, 2021Oct 4, 2021 (111 d)
Patrick F NolanBlackrock Investment Management, LLC otherFirst Citizens Investor Services, Inc. BD affiliatedOtherApr 15, 2021May 19, 2021 (34 d)
Austin Matthew SchliemanBlackrock Investment Management, LLC otherLPL Financial LLC BD affiliatedOtherApr 8, 2021Apr 12, 2021
John Patrick FinneranBlackrock Investment Management, LLC otherCapital Client Group, Inc. no RAUMOtherMar 22, 2021May 4, 2021 (43 d)
Azulena Mahala GodeckBlackrock Investment Management, LLC otherRaymond James Financial Services Advisors, Inc BD affiliatedOtherMar 22, 2021Jul 18, 2025 (1579 d)
Kurt Peter KempkesBlackrock Investment Management, LLC otherMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseOtherMar 4, 2021Oct 26, 2021 (236 d)
Maximilian H MckelvyBlackrock Investment Management, LLC otherMorgan Stanley wirehouseOtherFeb 26, 2021Mar 31, 2021 (33 d)
Peter McevoyBlackrock Investment Management, LLC otherDeutsche Bank Securities Inc. BD affiliatedOtherJan 26, 2021Aug 22, 2022 (573 d)
Joseph Frederick McdonoughBlackrock Investment Management, LLC otherLewis Asset Management independent RIAOtherJan 26, 2021May 2, 2025 (1557 d)
Thomas Gill BakerBlackrock Investment Management, LLC otherAmeritas Advisory Services BD affiliatedOtherJan 13, 2021Jul 6, 2021 (174 d)
Nathan Allan PerryBlackrock Investment Management, LLC otherFisher Investments independent RIAOtherJan 13, 2021Aug 16, 2021 (215 d)
Matthew Lester LantzBlackrock Investment Management, LLC otherLPL Financial LLC BD affiliatedOtherJan 13, 2021Jul 7, 2021 (175 d)
Jonathan Paul AdamskiBlackrock Investment Management, LLC otherMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseOtherJan 13, 2021Mar 17, 2021 (63 d)
Justin Charles GutwaldBlackrock Investment Management, LLC otherNorthern Trust Investments, Incorporated asset managerOtherJan 13, 2021Jul 22, 2021 (190 d)
Steven LuongBlackrock Investment Management, LLC otherAllworth Financial, L.P. independent RIAOtherJan 13, 2021Jun 2, 2021 (140 d)
Timothy John BottomlyBlackrock Investment Management, LLC otherOrion Portfolio Solutions, LLC independent RIAOtherDec 1, 2020Nov 18, 2021 (352 d)
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355 moves match.