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.

Advisor	From	To	Type	Left	Registered
Michael L Meacham	Blackrock Investment Management, LLC other	Advisors Asset Management, Inc. mixed wealth	Other	May 2, 2017	Oct 26, 2018 (542 d)
Chad Wesley Terry	Blackrock Investment Management, LLC other	Ameriprise Financial Services, LLC national BD	Other	Apr 27, 2017	Jun 16, 2017 (50 d)
Mary Flaherty	Blackrock Investment Management, LLC other	Morgan Stanley wirehouse	Other	Apr 18, 2017	Jun 16, 2021 (1520 d)
Susan Elizabeth Rohe	Blackrock Investment Management, LLC other	Fidelity Personal And Workplace Advisors BD affiliated	Other	Apr 7, 2017	Apr 2, 2020 (1091 d)
Michael Lester Mcgowan	Blackrock Investment Management, LLC other	Crestone Asset Management LLC other	Other	Mar 28, 2017	May 11, 2017 (44 d)
Adam John Fletcher	Blackrock Investment Management, LLC other	T. Rowe Price Associates, Inc. other	Other	Mar 7, 2017	Apr 25, 2017 (49 d)
Joshua James Smith	Blackrock Investment Management, LLC other	Capital Client Group, Inc. no RAUM	Other	Mar 7, 2017	Jun 4, 2018 (454 d)
Jeffrey Lynn Bryan	Blackrock Investment Management, LLC other	Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse	Other	Jan 26, 2017	May 30, 2017 (124 d)
Kevin Randy James	Blackrock Investment Management, LLC other	Advice And Planning Services BD affiliated	Other	Jan 26, 2017	Jul 9, 2025 (3086 d)
Joseph M. Hurchik	Blackrock Investment Management, LLC other	Delaware Capital Management Advisers, Inc no RAUM	Other	Jan 26, 2017	Apr 19, 2017 (83 d)
Louis Augustus Fennell	Blackrock Investment Management, LLC other	Victory Capital Management Inc. other	Other	Jan 12, 2017	Jan 9, 2018 (362 d)
Charles Edward Sickles	Blackrock Investment Management, LLC other	Advisors Asset Management, Inc. other	Other	Jan 9, 2017	Feb 16, 2017 (38 d)
Omar Khalifa	Blackrock Investment Management, LLC other	Janney Montgomery Scott LLC other	Other	Jan 5, 2017	Mar 20, 2017 (74 d)
Travis Simao Roe-Raymond	Blackrock Investment Management, LLC other	Advice And Planning Services other	Other	Jan 5, 2017	Jan 20, 2017
Karl E Schwartz	Blackrock Investment Management, LLC other	Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse	Other	Dec 13, 2016	Oct 13, 2022 (2130 d)
Dustin Alexander Vile	Blackrock Investment Management, LLC other	Dimensional Fund Advisors LP other	Other	Nov 8, 2016	Mar 27, 2017 (139 d)
Matthew J Pisanelli	Blackrock Investment Management, LLC other	T. Rowe Price Advisory Services, Inc. no RAUM	Other	Oct 5, 2016	Mar 6, 2017 (152 d)
Catherine B Mannes	Blackrock Investment Management, LLC other	Morgan Stanley wirehouse	Other	Aug 31, 2016	Oct 3, 2016 (33 d)
Charles Thomas Akin	Blackrock Investment Management, LLC other	Capital Client Group, Inc. no RAUM	Other	Jul 26, 2016	Aug 12, 2016
Gino Damelio	Blackrock Investment Management, LLC other	Edward Jones national BD	Other	Jul 12, 2016	Apr 11, 2018 (638 d)
Thomas A Evans	Blackrock Investment Management, LLC other	Calamos Advisors LLC asset manager	Other	Jul 12, 2016	Jun 28, 2018 (716 d)
Fong K Chan	Blackrock Investment Management, LLC other	Cetera Investment Advisers LLC other	Other	Jul 6, 2016	Jul 29, 2016
Jason Thomas Laird	Blackrock Investment Management, LLC other	Mondrian Investment Partners (U.S.), Inc. state registered	Other	Jul 1, 2016	Nov 25, 2024 (3069 d)
Justin Syers	Blackrock Investment Management, LLC other	Strategic Advisers LLC national BD	Other	May 10, 2016	May 25, 2016
Charles William Kusche	Blackrock Investment Management, LLC other	Raymond James & Associates, Inc. national BD	Other	May 2, 2016	Jun 13, 2016 (42 d)
Kirsten Erin Kinnan	Blackrock Investment Management, LLC other	Morgan Stanley wirehouse	Other	Apr 25, 2016	Oct 29, 2018 (917 d)
Geoffrey Zawatski	Blackrock Investment Management, LLC other	Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse	Other	Apr 20, 2016	Aug 16, 2017 (483 d)
Michael Murray	Blackrock Investment Management, LLC other	Foresters Advisory Services, LLC other	Other	Mar 2, 2016	Jun 21, 2016 (111 d)
Mindy Yu	Blackrock Investment Management, LLC other	UBS Financial Services Inc. wirehouse	Other	Mar 1, 2016	Apr 23, 2019 (1148 d)
Emily Gordon De La Reguera	Blackrock Investment Management, LLC other	UBS Financial Services Inc. wirehouse	Other	Feb 23, 2016	Jul 15, 2024 (3065 d)
Erin Catherine Brady	Blackrock Investment Management, LLC other	Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse	Other	Feb 18, 2016	Mar 4, 2016
Jonathan Samuel Markle	Blackrock Investment Management, LLC other	Pnc Wealth Management other	Other	Nov 5, 2015	Jun 6, 2016 (214 d)
Brian Lee Leone	Blackrock Investment Management, LLC other	Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse	Other	Nov 5, 2015	Feb 25, 2016 (112 d)
Ian Joseph Stock	Blackrock Investment Management, LLC other	J.P. Morgan Securities LLC wirehouse	Other	Nov 5, 2015	Aug 10, 2022 (2470 d)
Ryan Troy	Blackrock Investment Management, LLC other	J.P. Morgan Securities LLC wirehouse	Other	Oct 6, 2015	Nov 14, 2016 (405 d)
Paul William Harvey	Blackrock Investment Management, LLC other	Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse	Other	Jul 9, 2015	Jun 28, 2017 (720 d)
Melissa Margaret Karwoski	Blackrock Investment Management, LLC other	Wbi Investments, LLC other	Other	Jun 25, 2015	Jul 29, 2015 (34 d)
Theodore Edward Williams	Blackrock Investment Management, LLC other	Mdt Advisers, A Division Of Federated Mdta LLC other	Other	Jun 19, 2015	Jul 9, 2015
James Burgess Conner	Blackrock Investment Management, LLC other	Natixis Advisors, LLC BD affiliated	Other	Jun 8, 2015	Sep 29, 2020 (1940 d)
Sharon Harshbarger-Kucera	Blackrock Investment Management, LLC other	Morgan Stanley wirehouse	Other	Apr 15, 2015	Sep 28, 2015 (166 d)
Michael James Kollar	Blackrock Investment Management, LLC other	Clearbridge Investments, LLC mixed wealth	Other	Apr 9, 2015	Apr 25, 2022 (2573 d)
Kevin R Tiernan	Blackrock Investment Management, LLC other	Dimensional Fund Advisors LP other	Other	Mar 10, 2015	Apr 2, 2015
Erin Elizabeth Burke	Blackrock Investment Management, LLC other	Lord, Abbett & Co. LLC other	Other	Mar 2, 2015	Apr 6, 2015 (35 d)
Gregory Watson Ferguson	Blackrock Investment Management, LLC other	Stadion Money Management, LLC other	Other	Oct 2, 2014	Feb 25, 2015 (146 d)
Ryan Federico	Blackrock Investment Management, LLC other	Td Ameritrade, Inc. no RAUM	Other	Sep 8, 2014	Oct 6, 2014
Benjamin Woodhouse	Blackrock Investment Management, LLC other	Edward Jones national BD	Other	Sep 2, 2014	Jan 28, 2015 (148 d)
Eric Michael Brey	Blackrock Investment Management, LLC other	Clearbridge Investments, LLC mixed wealth	Other	Aug 4, 2014	Apr 7, 2021 (2438 d)
Christopher Han	Blackrock Investment Management, LLC other	Sentinel Pension Advisors, LLC. institutional	Other	Jul 16, 2014	Jul 10, 2019 (1820 d)
Morgan Stickler	Blackrock Investment Management, LLC other	Wells Fargo Advisors wirehouse	Other	Jul 3, 2014	Jun 3, 2026 (4353 d)
Matthew Joseph Eisenhardt	Blackrock Investment Management, LLC other	Capital Client Group, Inc. no RAUM	Other	Jun 3, 2014	Jun 5, 2014
Daniel William Courtney	Blackrock Investment Management, LLC other	Clearbridge Investments, LLC other	Other	May 7, 2014	Jun 6, 2014
Joel Heymsfeld	Blackrock Investment Management, LLC other	Princeton Global Asset Management LLC other	Other	Apr 30, 2014	Feb 19, 2009
William Griffin Bridge	Blackrock Investment Management, LLC other	Capital Client Group, Inc. no RAUM	Other	Apr 2, 2014	Apr 22, 2014
Joseph William Christianson	Blackrock Investment Management, LLC other	Invesco Advisers, Inc. other	Other	Feb 24, 2014	Feb 25, 2014
Peter Joseph Capotosto	Blackrock Investment Management, LLC other	J.P. Morgan Securities LLC wirehouse	Other	Dec 20, 2013	Nov 18, 2021 (2890 d)
Kevin M. Scott	Blackrock Investment Management, LLC other	Usaa Financial Planning Services no RAUM	Other	Dec 13, 2013	Mar 26, 2014 (103 d)
Jeffrey Sussman	Blackrock Investment Management, LLC other	Strategic Advisers LLC national BD	Other	Sep 25, 2013	Nov 16, 2015 (782 d)
Michael John Angelo	Blackrock Investment Management, LLC other	Vanguard Advisers, Inc. BD affiliated	Other	Aug 20, 2013	Sep 17, 2021 (2950 d)
Michael P Walsh	Blackrock Investment Management, LLC other	Wbi Investments, LLC other	Other	Aug 9, 2013	Oct 1, 2013 (53 d)
Charisse Lela Kirkley	Blackrock Investment Management, LLC other	Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse	Other	Jun 19, 2013	Nov 21, 2013 (155 d)

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355 moves match.