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
Jason M JohnsBlackrock Investment Management, LLC otherRock Harbor Capital LLC state registeredOtherDec 1, 2020Aug 12, 2026 (2080 d)
Ryan Jeffrey JakubekBlackrock Investment Management, LLC otherFirst Trust Advisors LP asset managerOtherNov 30, 2020Feb 3, 2022 (430 d)
Dominika GergelyBlackrock Investment Management, LLC otherNuveen Asset Management, LLC mixed wealthOtherNov 30, 2020Dec 7, 2020
Charles Christopher DhanrajBlackrock Investment Management, LLC otherCliftonlarsonallen Wealth Advisors, LLC BD affiliatedOtherNov 10, 2020Nov 9, 2020
William R EberleBlackrock Investment Management, LLC otherThornburg Investment Management Inc asset managerOtherNov 10, 2020Mar 16, 2021 (126 d)
Karsten K. HolbeinBlackrock Investment Management, LLC otherFidelity Personal And Workplace Advisors BD affiliatedOtherJul 17, 2020Aug 11, 2020
Brooks SchafferBlackrock Investment Management, LLC otherWaypoint West state registeredOtherJun 2, 2020Jun 30, 2025 (1854 d)
Jared A RogersBlackrock Investment Management, LLC otherMorgan Stanley wirehouseOtherMay 21, 2020Dec 21, 2021 (579 d)
Alexander Francis CastrichiniBlackrock Investment Management, LLC otherOnedigital institutionalOtherMar 3, 2020Mar 23, 2020
James Paul MeindlBlackrock Investment Management, LLC otherCommonwealth Financial Network national BDOtherMar 3, 2020Mar 3, 2020
Joseph Andrew RoslovicBlackrock Investment Management, LLC otherWells Fargo Advisors wirehouseOtherFeb 6, 2020Aug 19, 2026 (2386 d)
Steven Geoffrey SchwanekampBlackrock Investment Management, LLC otherAdvisors Asset Management, Inc. otherOtherJan 21, 2020Mar 2, 2023 (1136 d)
James Joseph PenneyBlackrock Investment Management, LLC otherNuveen Asset Management, LLC otherOtherJan 21, 2020Jan 31, 2022 (741 d)
Mary Grace MacphersonBlackrock Investment Management, LLC otherT. Rowe Price Associates, Inc. asset managerOtherJan 9, 2020Feb 24, 2020 (46 d)
Timothy O'ConnorBlackrock Investment Management, LLC otherMorgan Stanley wirehouseOtherDec 5, 2019Dec 23, 2019
Alesandra MillerBlackrock Investment Management, LLC otherMorgan Stanley wirehouseOtherOct 3, 2019Oct 17, 2019
Thomas Joseph WeberBlackrock Investment Management, LLC otherCadaret Grant & Co Inc BD affiliatedOtherSep 10, 2019May 11, 2020 (244 d)
Stephanie Lauren SchilsBlackrock Investment Management, LLC otherNeuberger Berman Bd LLC no RAUMOtherSep 4, 2019Sep 11, 2019
Edmund Sean SullivanBlackrock Investment Management, LLC otherBfg Wealth independent RIAOtherAug 22, 2019Aug 21, 2019
Kyle P GriffithBlackrock Investment Management, LLC otherMorgan Stanley wirehouseOtherAug 22, 2019Jun 11, 2024 (1755 d)
Christopher Ryan BellBlackrock Investment Management, LLC otherOppenheimer & Co. Inc. BD affiliatedOtherAug 8, 2019Jul 13, 2026 (2531 d)
Micah DworakBlackrock Investment Management, LLC otherIconiq Capital, LLC mixed wealthOtherJul 16, 2019Aug 6, 2019
Harison SidhuBlackrock Investment Management, LLC otherCambridge Investment Research Advisors, Inc. BD affiliatedOtherJun 18, 2019Aug 5, 2025 (2240 d)
Jill Marie BorgesBlackrock Investment Management, LLC otherMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseOtherMay 14, 2019Jun 9, 2020 (392 d)
Ian Michael HassBlackrock Investment Management, LLC otherThornburg Investment Management Inc asset managerOtherMay 10, 2019May 15, 2019
Daniel Michael DeeBlackrock Investment Management, LLC otherMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseOtherApr 9, 2019Mar 11, 2020 (337 d)
Jason Christopher AcabBlackrock Investment Management, LLC otherLord, Abbett & Co. LLC asset managerOtherMar 28, 2019Apr 9, 2019
Kenneth William BradshawBlackrock Investment Management, LLC otherMeyer Capital Group independent RIAOtherMar 26, 2019Apr 11, 2019
Mary ErwinBlackrock Investment Management, LLC otherCaptrust institutionalOtherMar 22, 2019Apr 18, 2019
Robert Anthony LoreBlackrock Investment Management, LLC otherCharles Schwab & Co., Inc. national BDOtherMar 14, 2019Apr 8, 2019
Deborah DurrantBlackrock Investment Management, LLC otherPrimerica Advisors national BDOtherJan 25, 2019Feb 9, 2021 (746 d)
Robert Oliver KronBlackrock Investment Management, LLC otherNuveen Asset Management, LLC mixed wealthOtherJan 16, 2019Jan 14, 2026 (2555 d)
Christopher Thomas KrugBlackrock Investment Management, LLC otherConfidence Wealth Management, Inc. independent RIAOtherJan 16, 2019Jan 1, 2026 (2542 d)
Paul Francis CooneyBlackrock Investment Management, LLC otherT. Rowe Price Associates, Inc. asset managerOtherJan 15, 2019Feb 24, 2020 (405 d)
Keith S. GreenbergBlackrock Investment Management, LLC otherMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseOtherJan 15, 2019Jul 19, 2019 (185 d)
Michael P OrihelBlackrock Investment Management, LLC otherMML Investors Services, LLC BD affiliatedOtherDec 4, 2018Apr 6, 2020 (489 d)
Alison B SimpsonBlackrock Investment Management, LLC otherDelaware Capital Management Advisers, Inc no RAUMOtherOct 17, 2018Oct 29, 2018
Matthew Jordan SeliharBlackrock Investment Management, LLC otherRussell Investments asset managerOtherOct 17, 2018Oct 24, 2018
Doron EisenscherBlackrock Investment Management, LLC otherMorgan Stanley wirehouseOtherOct 11, 2018Jun 26, 2019 (258 d)
Gordon Westcott PriceBlackrock Investment Management, LLC otherAdvisors Asset Management, Inc. mixed wealthOtherSep 11, 2018Sep 17, 2018
Peter John SchintzlerBlackrock Investment Management, LLC otherMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseOtherAug 16, 2018Aug 29, 2018
Li Yan JiangBlackrock Investment Management, LLC otherInvesco Advisers, Inc. asset managerOtherAug 3, 2018Mar 9, 2020 (584 d)
Robert John KruseBlackrock Investment Management, LLC otherMorgan Stanley wirehouseOtherJul 19, 2018Apr 12, 2019 (267 d)
Michael P SheaBlackrock Investment Management, LLC otherCommonwealth Financial Network national BDOtherJun 28, 2018Aug 23, 2018 (56 d)
Cearull Jack HorganBlackrock Investment Management, LLC otherVine Street Wealth Management, LLC independent RIAOtherMay 31, 2018Jun 22, 2018
Marilyn MuzykBlackrock Investment Management, LLC otherMorgan Stanley wirehouseOtherMay 23, 2018May 15, 2019 (357 d)
Jesse James PantanoBlackrock Investment Management, LLC otherMercer Global Advisors Inc. independent RIAOtherApr 3, 2018Apr 6, 2018
Matthew Allen KothBlackrock Investment Management, LLC otherRussell Investments asset managerOtherMar 6, 2018Jul 16, 2018 (132 d)
Sara Bee PichetteBlackrock Investment Management, LLC otherMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseOtherMar 6, 2018Apr 3, 2018
Aimee Ruth KorchBlackrock Investment Management, LLC otherBreckinridge Capital Advisors Inc independent RIAOtherJan 23, 2018Jul 11, 2018 (169 d)
Glenn Tad GullicksonBlackrock Investment Management, LLC otherContego Capital Group, Inc. mixed wealthOtherJan 11, 2018Oct 10, 2024 (2464 d)
Sean Robert WalkerBlackrock Investment Management, LLC otherRussell Investments otherOtherDec 14, 2017Jun 12, 2025 (2737 d)
Jennifer Lynn GouldBlackrock Investment Management, LLC otherWells Fargo Advisors wirehouseOtherNov 9, 2017Nov 16, 2017
Andrew HawesBlackrock Investment Management, LLC otherColumbia Management Investment Advisers, LLC asset managerOtherOct 26, 2017Feb 20, 2018 (117 d)
Christopher John BerkleyBlackrock Investment Management, LLC otherTd Ameritrade Investment Management, LLC independent RIAOtherJul 20, 2017Apr 12, 2018 (266 d)
Steven RamsdenBlackrock Investment Management, LLC otherHartford Funds asset managerOtherJul 13, 2017Mar 20, 2019 (615 d)
Gia Marie BubnisBlackrock Investment Management, LLC otherVirtus Investment Advisers, LLC asset managerOtherJul 6, 2017Feb 11, 2021 (1316 d)
Gregory M KuhfeldtBlackrock Investment Management, LLC otherEdward Jones national BDOtherJun 27, 2017Dec 10, 2024 (2723 d)
Walter Keith MartinBlackrock Investment Management, LLC otherInvesco Advisers, Inc. asset managerOtherJun 8, 2017Aug 3, 2018 (421 d)
Richard Michael SchultzBlackrock Investment Management, LLC otherT. Rowe Price Advisory Services, Inc. otherOtherMay 4, 2017Jun 21, 2017 (48 d)
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355 moves match.