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
Derick W. Grembi	Blackrock Investment Management, LLC other	Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse	Other	Jun 6, 2013	Jun 3, 2013
Timothy Michael Buick	Blackrock Investment Management, LLC other	Logan Capital Management, Inc. other	Other	Mar 28, 2013	Apr 10, 2013
Jack Zheng Sun	Blackrock Investment Management, LLC other	Empirical Wealth Management independent RIA	Other	Feb 8, 2013	Jun 11, 2024 (4141 d)
Omar Khalifa	Blackrock Investment Management, LLC other	Wells Fargo Advisors wirehouse	Other	Jan 3, 2013	Jan 11, 2013
Derek Douglas Swanner	Blackrock Investment Management, LLC other	Wbi Investments, LLC other	Other	Dec 12, 2012	Jan 4, 2013
Trevor James Smallwood	Blackrock Investment Management, LLC other	Brandes Investment Partners, LP other	Other	Nov 6, 2012	Nov 15, 2012
Tyler Reid Mccraw	Blackrock Investment Management, LLC other	Osaic Fa, Inc. other	Other	Oct 3, 2012	Aug 28, 2012
Justin Mccall	Blackrock Investment Management, LLC other	Northwestern Mutual Investment Services,LLC other	Other	Sep 11, 2012	May 6, 2013 (237 d)
Timothy J Bartlett	Blackrock Investment Management, LLC other	Msi Financial Services, Inc. other	Other	Aug 16, 2012	Oct 9, 2013 (419 d)
Shane Alan Russell	Blackrock Investment Management, LLC other	Capital Client Group, Inc. no RAUM	Other	May 18, 2012	Apr 25, 2013 (342 d)
Joseph David Deziel	Blackrock Investment Management, LLC other	Waddell & Reed other	Other	May 16, 2012	Aug 2, 2012 (78 d)
Tomer Daniel Yabrov	Blackrock Investment Management, LLC other	Advisors Asset Management, Inc. other	Other	Jan 24, 2012	Feb 13, 2013 (386 d)
Jason Bennett Apuzzio	Blackrock Investment Management, LLC other	Pnc Wealth Management other	Other	Dec 9, 2011	Nov 7, 2013 (699 d)
Christian Joseph Faino	Blackrock Investment Management, LLC other	Delaware Capital Management Advisers, Inc no RAUM	Other	Dec 7, 2011	Jul 5, 2012 (211 d)
John Gregory Zessin	Blackrock Investment Management, LLC other	Invesco Advisers, Inc. asset manager	Other	Dec 7, 2011	Jul 18, 2025 (4972 d)
Daniel Isaac Glod	Blackrock Investment Management, LLC other	Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse	Other	Jun 15, 2011	Aug 2, 2011 (48 d)
Gary A Fee	Blackrock Investment Management, LLC other	Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse	Other	Mar 11, 2011	May 13, 2014 (1159 d)
Dominique Richard Hebert	Blackrock Investment Management, LLC other	Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse	Other	Mar 11, 2011	Jul 6, 2011 (117 d)
Brett Michael Shaver	Blackrock Investment Management, LLC other	Princeton Global Asset Management LLC other	Other	Jan 7, 2011	Dec 15, 2016 (2169 d)
Colin James Heaney	Blackrock Investment Management, LLC other	Citigroup Global Markets Inc. other	Other	Nov 12, 2010	Dec 1, 2010
Kristen M Davis	Blackrock Investment Management, LLC other	Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse	Other	Nov 12, 2010	Dec 8, 2010
Maria Riggi	Blackrock Investment Management, LLC other	Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse	Other	Jul 22, 2010	Jul 28, 2010
Michael Alan Dawkins	Blackrock Investment Management, LLC other	J.P. Morgan Securities LLC wirehouse	Other	Jul 19, 2010	Aug 13, 2025 (5504 d)
Graig Stephen Nickel	Blackrock Investment Management, LLC other	Next Financial Group, Inc. BD affiliated	Other	Apr 9, 2010	Jan 17, 2024 (5031 d)
Ryan J Lundy	Blackrock Investment Management, LLC other	Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse	Other	Sep 25, 2009	Jan 15, 2010 (112 d)
Mary Erwin	Blackrock Investment Management, LLC other	Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse	Other	Jul 31, 2009	Oct 15, 2013 (1537 d)
Leslie Gabell Crilley	Blackrock Investment Management, LLC other	UBS Financial Services Inc. wirehouse	Other	May 6, 2009	May 11, 2009
Christopher Hulit Simone	Blackrock Investment Management, LLC other	Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse	Other	Apr 7, 2009	Jun 26, 2009 (80 d)
Ann Winifred Hayes	Blackrock Investment Management, LLC other	Ameriprise Financial Services, LLC national BD	Other	Apr 3, 2009	Mar 14, 2016 (2537 d)
James Peter Gauthier	Blackrock Investment Management, LLC other	Vansant Mewshaw other	Other	Apr 3, 2009	Dec 2, 2009 (243 d)
Patrick Evans	Blackrock Investment Management, LLC other	Neuberger Berman Bd LLC other	Other	Apr 3, 2009	Aug 27, 2012 (1242 d)
James Kevin Clark	Blackrock Investment Management, LLC other	Stone Fortress Wealth Strategies state registered	Other	Apr 3, 2009	Nov 18, 2025 (6073 d)
Brendan Diarmuid Connaughton	Blackrock Investment Management, LLC other	Edward Jones national BD	Other	Apr 2, 2009	Dec 19, 2011 (991 d)
Nicholas Zamparelli	Blackrock Investment Management, LLC other	Sequoia Financial Group, L.L.C. independent RIA	Other	Jan 14, 2009	May 2, 2024 (5587 d)
Marc John Coppotelli	Blackrock Investment Management, LLC other	Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse	Other	Dec 5, 2008	Oct 12, 2009 (311 d)
James Anthony Kilcommons	Blackrock Investment Management, LLC other	People'S Securities, Inc. other	Other	Dec 5, 2008	Oct 28, 2010 (692 d)
Jeffrey Toussaint	Blackrock Investment Management, LLC other	Amundi Asset Management US, Inc. asset manager	Other	Dec 4, 2008	Sep 24, 2024 (5773 d)
Glenn H Steinberg	Blackrock Investment Management, LLC other	Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse	Other	Dec 4, 2008	Apr 2, 2009 (119 d)
Roger Andre Lopez	Blackrock Investment Management, LLC other	Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse	Other	Dec 4, 2008	Mar 31, 2009 (117 d)
Elena Makovskaya	Blackrock Investment Management, LLC other	Managed Account Advisors LLC other	Other	Dec 2, 2008	Dec 15, 2008
Claudia A Muindi	Blackrock Investment Management, LLC other	Managed Account Advisors LLC other	Other	Oct 2, 2008	Oct 22, 2008
David Farace	Blackrock Investment Management, LLC other	Golden Capital Management, LLC other	Other	May 20, 2008	Jul 11, 2009 (417 d)
Jill Ann Jensen	Blackrock Investment Management, LLC other	Van Kampen Advisors Inc unclassified	Other	Apr 24, 2008	Jun 5, 2007
Patrick C Todd	Blackrock Investment Management, LLC other	Durata Wealth Management state registered	Other	Jan 25, 2008	Aug 6, 2026 (6768 d)
Leslie Marie Krajnak	Blackrock Investment Management, LLC other	Eagle Strategies LLC BD affiliated	Other	Oct 31, 2007	Jan 2, 2024 (5907 d)
Raymond Joseph Kelly	Blackrock Investment Management, LLC other	Curian Capital, LLC other	Other	Jun 5, 2007	Apr 4, 2013 (2130 d)
Paul Jeffrey Gerard	Blackrock Investment Management, LLC other	Princeton Global Asset Management LLC other	Other	May 22, 2007	Apr 16, 2009 (695 d)
Michael Bevan Carroll	Blackrock Investment Management, LLC other	Aristotle Capital Management, LLC other	Other	Mar 1, 2007	Jul 7, 2015 (3050 d)
Joseph Anthony Mccreesh	Blackrock Investment Management, LLC other	Capital Client Group, Inc. no RAUM	Other	Feb 6, 2007	Jun 15, 2013 (2321 d)
John J. Hayes	Blackrock Investment Management, LLC other	J.P. Morgan Investment Management Inc. other	Other	Feb 6, 2007	Dec 12, 2008 (675 d)
Brian Mckinney	Blackrock Investment Management, LLC other	Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse	Other	Feb 6, 2007	Dec 5, 2006
Lauren Lehman	Blackrock Investment Management, LLC other	Lydian Wealth Management Company, LLC unclassified	Other	Jan 3, 2007	Jan 16, 2007
Kristen E Pulley	Blackrock Investment Management, LLC other	Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse	Other	Dec 13, 2006	Nov 28, 2006
Brian Edward Pieloch	Blackrock Investment Management, LLC other	Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse	Other	Dec 4, 2006	Dec 12, 2006
Kenneth William Bradshaw	Blackrock Investment Management, LLC other	Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse	Other	Dec 4, 2006	Feb 14, 2007 (72 d)

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355 moves match.