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

Arrivals at 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
Charles Clifford VicenteJanney Montgomery Scott LLC BD affiliatedBlackrock Investment Management, LLC otherOtherMay 9, 2024Sep 4, 2024 (118 d)
Keith P SchmidtHartford Funds asset managerBlackrock Investment Management, LLC otherOtherApr 26, 2024Jun 6, 2024 (41 d)
Zachary TaylorCharles Schwab & Co., Inc. national BDBlackrock Investment Management, LLC otherOtherApr 4, 2024Mar 21, 2024
Joanie Cheung OjascastroAdvice And Planning Services BD affiliatedBlackrock Investment Management, LLC otherOtherMar 11, 2024Apr 29, 2024 (49 d)
Shannon IsraelMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseBlackrock Investment Management, LLC otherOtherMar 4, 2024Apr 4, 2024 (31 d)
Velislav DanailovPruco Securities, LLC BD affiliatedBlackrock Investment Management, LLC otherOtherJan 26, 2024Feb 2, 2024
Elijah Banza NgbokoliPutnam Investment Management, LLC asset managerBlackrock Investment Management, LLC otherOtherJan 9, 2024Feb 28, 2024 (50 d)
Anne Fitzgerald FrancissenRockefeller Capital Management BD affiliatedBlackrock Investment Management, LLC otherOtherNov 27, 2023Jan 5, 2024 (39 d)
John Adam OstenEaton Vance Management asset managerBlackrock Investment Management, LLC otherOtherSep 20, 2023Sep 22, 2023
Marilyn MuzykNomura Investment Management Business Trust asset managerBlackrock Investment Management, LLC otherOtherSep 13, 2023Sep 18, 2023
Ethan Bennett MillerLord, Abbett & Co. LLC asset managerBlackrock Investment Management, LLC otherOtherAug 4, 2023Jan 23, 2024 (172 d)
Eric J BaughmanMorgan Stanley wirehouseBlackrock Investment Management, LLC otherOtherJul 27, 2023Jun 5, 2024 (314 d)
Nathaniel Aaron BridgersMorgan Stanley wirehouseBlackrock Investment Management, LLC otherOtherJul 27, 2023Apr 22, 2024 (270 d)
Arley Eliu ReyesDimensional Fund Advisors LP asset managerBlackrock Investment Management, LLC otherOtherJun 27, 2023Mar 11, 2024 (258 d)
Delal AliFiera Capital Inc. mixed wealthBlackrock Investment Management, LLC otherOtherJun 9, 2023Jun 27, 2023
Jason Christopher AcabLord, Abbett & Co. LLC asset managerBlackrock Investment Management, LLC otherOtherMay 31, 2023Apr 7, 2025 (677 d)
Carson R TerresEaton Vance Management asset managerBlackrock Investment Management, LLC otherOtherMay 24, 2023Aug 5, 2024 (439 d)
Devin Jarell SaundersGoldman Sachs Wealth Services, L.P. BD affiliatedBlackrock Investment Management, LLC otherOtherMar 22, 2023Feb 28, 2024 (343 d)
Khari Edward SmithNuveen Asset Management, LLC otherBlackrock Investment Management, LLC otherOtherFeb 22, 2023Jun 1, 2023 (99 d)
Joel SalcedoMorgan Stanley wirehouseBlackrock Investment Management, LLC otherOtherNov 15, 2022Jan 11, 2023 (57 d)
Jasmine Annie BouieRaymond James & Associates, Inc. national BDBlackrock Investment Management, LLC otherOtherOct 6, 2022Oct 24, 2022
Michael D WynneJohn Hancock Investment Management LLC asset managerBlackrock Investment Management, LLC otherOtherOct 3, 2022Oct 19, 2022
Kaitlyn BrightbillMorgan Stanley Investment Management Inc. asset managerBlackrock Investment Management, LLC otherOtherSep 14, 2022Sep 29, 2022
Joseph Carmine PicarelloPrimerica Advisors national BDBlackrock Investment Management, LLC otherOtherAug 19, 2022Apr 17, 2023 (241 d)
Ricardo Jose RuizClearbridge Investments, LLC mixed wealthBlackrock Investment Management, LLC otherOtherAug 16, 2022Sep 29, 2022 (44 d)
Alexandra Rose HumphreyRockefeller Capital Management BD affiliatedBlackrock Investment Management, LLC otherOtherAug 10, 2022Sep 19, 2022 (40 d)
Ariel PeraltaMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseBlackrock Investment Management, LLC otherOtherAug 4, 2022Aug 29, 2022
Rebecca Rene GomezFidelity Personal And Workplace Advisors BD affiliatedBlackrock Investment Management, LLC otherOtherJul 29, 2022Sep 8, 2022 (41 d)
Bradley Russell GibsonLPL Financial LLC independent RIABlackrock Investment Management, LLC otherOtherJul 29, 2022Aug 24, 2022
Nicholas Paul BressiAllianz Global Investors U.S. LLC asset managerBlackrock Investment Management, LLC otherOtherJul 14, 2022Aug 9, 2022
Lindsay Diane ZentnerBfs Advisory Group, LLC unclassifiedBlackrock Investment Management, LLC otherOtherJul 14, 2022Nov 17, 2022 (126 d)
Kimberly Decena MalenichJohn Hancock Personal Financial Services, LLC BD affiliatedBlackrock Investment Management, LLC otherOtherJun 29, 2022Aug 11, 2022 (43 d)
Kyle Scott AxelrodRockefeller Capital Management BD affiliatedBlackrock Investment Management, LLC otherOtherJun 15, 2022Jul 5, 2022
Michael MooreInvesco Advisers, Inc. asset managerBlackrock Investment Management, LLC otherOtherJun 8, 2022Jun 16, 2022
Robert Nicholas Edward CaineInvesco Advisers, Inc. asset managerBlackrock Investment Management, LLC otherOtherJun 8, 2022Jul 12, 2022 (34 d)
Pearl Eghosa UmoyeGoldman Sachs Wealth Services, L.P. BD affiliatedBlackrock Investment Management, LLC otherOtherJun 3, 2022Jun 28, 2022
Collin Michael JeffersonCapital Client Group, Inc. no RAUMBlackrock Investment Management, LLC otherOtherMay 26, 2022Jun 16, 2022
Rafael Cabral TeixeiraCitigroup Global Markets Inc. BD affiliatedBlackrock Investment Management, LLC otherOtherMay 18, 2022Jul 6, 2022 (49 d)
Mary Frances MulcahyPallas Capital Advisors, LLC independent RIABlackrock Investment Management, LLC otherOtherMay 13, 2022Aug 3, 2022 (82 d)
David Paul BiascoCantor Fitzgerald Investment Advisors mixed wealthBlackrock Investment Management, LLC otherOtherMay 9, 2022Dec 2, 2025 (1303 d)
Thomas IrvingJ.P. Morgan Securities LLC wirehouseBlackrock Investment Management, LLC otherOtherMay 7, 2022Jun 27, 2022 (51 d)
Brian Patrick RoachLord, Abbett & Co. LLC asset managerBlackrock Investment Management, LLC otherOtherMay 5, 2022May 31, 2022
Jay CaceresMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseBlackrock Investment Management, LLC otherOtherMay 4, 2022May 31, 2022
Alimu AbuduGkfo, LLC independent RIABlackrock Investment Management, LLC otherOtherMay 4, 2022Jun 28, 2022 (55 d)
Jacob Aaron GoldbergSchwab Wealth Advisory, Inc. no RAUMBlackrock Investment Management, LLC otherOtherApr 28, 2022Sep 28, 2022 (153 d)
Jared A RogersMorgan Stanley wirehouseBlackrock Investment Management, LLC otherOtherApr 27, 2022May 17, 2022
Ryan PuketzaMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseBlackrock Investment Management, LLC otherOtherApr 19, 2022Apr 6, 2022
Kevin HoeglerPruco Securities, LLC BD affiliatedBlackrock Investment Management, LLC otherOtherApr 14, 2022Apr 7, 2022
Jeffrey Kenneth WilliamsColumbia Management Investment Advisers, LLC asset managerBlackrock Investment Management, LLC otherOtherApr 11, 2022May 2, 2022
Jason Tyrone QuinnTruist Advisory Services, Inc. BD affiliatedBlackrock Investment Management, LLC otherOtherApr 8, 2022May 10, 2022 (32 d)
Devona J WiseJ.P. Morgan Securities LLC wirehouseBlackrock Investment Management, LLC otherOtherApr 6, 2022Jun 2, 2022 (57 d)
Georgia Carolyn UsryJ.P. Morgan Securities LLC wirehouseBlackrock Investment Management, LLC otherOtherApr 6, 2022May 3, 2023 (392 d)
Yuly Francisca AlcantaraUBS Financial Services Inc. wirehouseBlackrock Investment Management, LLC otherOtherMar 15, 2022Aug 29, 2022 (167 d)
Autumn KaminskiMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseBlackrock Investment Management, LLC otherOtherMar 15, 2022Mar 29, 2022
Shizhan ZhangRBC Securities, Inc. independent RIABlackrock Investment Management, LLC otherOtherMar 14, 2022Aug 23, 2023 (527 d)
Michael A FerrerNomura Investment Management Business Trust otherBlackrock Investment Management, LLC otherOtherMar 4, 2022May 25, 2022 (82 d)
Lauren Marie CataneoMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseBlackrock Investment Management, LLC otherOtherFeb 22, 2022Mar 4, 2022
Claudette GrantCapital Client Group, Inc. no RAUMBlackrock Investment Management, LLC otherOtherFeb 15, 2022Apr 6, 2022 (50 d)
Christoher W BarnesNorthern Trust Securities, Inc BD affiliatedBlackrock Investment Management, LLC otherOtherFeb 11, 2022Mar 22, 2022 (39 d)
Ryan Andrew FischerMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseBlackrock Investment Management, LLC otherOtherFeb 2, 2022Mar 8, 2022 (34 d)
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339 moves match.