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 Fund Advisors

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
Joshua M HoreshMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseBlackrock Fund Advisors otherOtherOct 7, 2013Oct 11, 2013
Ryan James TheuneAllspring Funds Management, LLC otherBlackrock Fund Advisors otherOtherAug 9, 2013Aug 22, 2013
Neil Matthew KayFisher Investments otherBlackrock Fund Advisors otherOtherMay 17, 2013May 13, 2013
Burns Mcneil LowryUBS Financial Services Inc. wirehouseBlackrock Fund Advisors otherOtherMar 19, 2013May 6, 2013 (48 d)
Arin M HoreshMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseBlackrock Fund Advisors otherOtherJul 16, 2012Jul 26, 2012
Daniel Henry FoleyAdvisors Asset Management, Inc. otherBlackrock Fund Advisors otherOtherJun 25, 2012Sep 25, 2012 (92 d)
Li Yan JiangLord, Abbett & Co. LLC otherBlackrock Fund Advisors otherOtherMay 14, 2012May 15, 2012
William Brendan BoweAmeriprise Financial Services, LLC national BDBlackrock Fund Advisors otherOtherMay 11, 2012Apr 24, 2012
Thomas Carl PfeiferAlliancebernstein L.P. otherBlackrock Fund Advisors otherOtherOct 11, 2011Oct 17, 2011
Ian August UharFisher Investments otherBlackrock Fund Advisors otherOtherMay 18, 2011May 27, 2011
Peter Michael SousaCredit Suisse Securities (USA) LLC otherBlackrock Fund Advisors otherOtherDec 22, 2010Dec 21, 2010
Tiffany Nicole TobiasWells Fargo Advisors wirehouseBlackrock Fund Advisors otherOtherNov 12, 2010Dec 22, 2010 (40 d)
Orit HodarkovskyMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseBlackrock Fund Advisors otherOtherOct 12, 2010Dec 23, 2014 (1533 d)
Keith Alan VanordenDelaware Capital Management Advisers, Inc no RAUMBlackrock Fund Advisors otherOtherSep 15, 2010Sep 28, 2010
Dominic Patrick O'DonovanMorgan Stanley wirehouseBlackrock Fund Advisors otherOtherSep 13, 2010Sep 27, 2010
Matthew Tyne RaynorNatixis Advisors, LLC otherBlackrock Fund Advisors otherOtherAug 10, 2010Jan 11, 2011 (154 d)
Timothy Daniel NihillFinancial Telesis, Inc. otherBlackrock Fund Advisors otherOtherJul 27, 2010Sep 10, 2010 (45 d)
Kyle Edward SchmahlRussell Investments otherBlackrock Fund Advisors otherOtherJul 19, 2010Jul 30, 2010
Greg John AdamsWedbush Securities Inc. otherBlackrock Fund Advisors otherOtherJun 9, 2010Mar 27, 2014 (1387 d)
Athena Cristina YostMorgan Stanley wirehouseBlackrock Fund Advisors otherOtherApr 29, 2010May 10, 2010
John Michael DolanChase Investment Services Corp. otherBlackrock Fund Advisors otherOtherJan 11, 2010Jan 28, 2010
Cearull Jack HorganAlliancebernstein L.P. otherBlackrock Fund Advisors otherOtherNov 23, 2009Nov 17, 2009
Elizabeth Lynne DeveauNuveen Fund Advisors, LLC otherBlackrock Fund Advisors otherOtherSep 25, 2009Oct 27, 2009 (32 d)
Ian C KlassBanc Of America Investment Services, Inc. unclassifiedBlackrock Fund Advisors otherOtherSep 10, 2009Oct 12, 2009 (32 d)
Joseph Charles RosenthalLincoln Financial Distributors, Inc. unclassifiedBlackrock Fund Advisors otherOtherSep 9, 2009Sep 21, 2009
Carey Bret MorrisonLazard Asset Management LLC otherBlackrock Fund Advisors otherOtherAug 28, 2008Sep 16, 2008
Nicolle Wright HudachekThinkequity LLC otherBlackrock Fund Advisors otherOtherAug 11, 2008Aug 27, 2008
Thomas Westbrook QuinbyAlliancebernstein L.P. otherBlackrock Fund Advisors otherOtherJul 28, 2008Sep 8, 2009 (407 d)
Aaron GallardoCharles Schwab & Co., Inc. national BDBlackrock Fund Advisors otherOtherJun 25, 2008Aug 13, 2008 (49 d)
Peter Anthony BiancoMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseBlackrock Fund Advisors otherOtherJun 19, 2008Jul 9, 2008
Brian Gregory FairhurstAssembly Wealth otherBlackrock Fund Advisors otherOtherJun 6, 2008Jan 26, 2009 (234 d)
James Andrew RenitskyMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseBlackrock Fund Advisors otherOtherApr 2, 2008May 8, 2008 (36 d)
Nancy H TrieuUBS Financial Services Inc. wirehouseBlackrock Fund Advisors otherOtherMar 12, 2008Apr 11, 2008
Noel C ConneelyMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseBlackrock Fund Advisors otherOtherFeb 19, 2008Apr 15, 2008 (56 d)
John Patrick HylandPutnam Investment Management, LLC otherBlackrock Fund Advisors otherOtherJan 31, 2008Apr 1, 2008 (61 d)
Sean TreanorUBS Financial Services Inc. wirehouseBlackrock Fund Advisors otherOtherJan 29, 2008Feb 8, 2008
Risa Moriyama SistosAllspring Funds Management, LLC otherBlackrock Fund Advisors otherOtherJan 18, 2008Feb 6, 2008
Paul Thomas TuomeyMsi Financial Services, Inc. otherBlackrock Fund Advisors otherOtherJan 15, 2008Feb 11, 2008
Daniel Evan ColluccioMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseBlackrock Fund Advisors otherOtherJan 3, 2008Feb 8, 2008 (36 d)
Jason Christopher AcabMorgan Stanley & Co. LLC unclassifiedBlackrock Fund Advisors otherOtherDec 6, 2007Feb 3, 2010 (790 d)
Kevin Joseph BreyMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseBlackrock Fund Advisors otherOtherNov 8, 2007Feb 12, 2008 (96 d)
Michael F GrecoAlliancebernstein L.P. otherBlackrock Fund Advisors otherOtherOct 23, 2007Dec 4, 2007 (42 d)
Stephanie Anastasia CarrerasFisher Investments otherBlackrock Fund Advisors otherOtherOct 16, 2007Nov 14, 2007
Michael William RiskoInvesco Aim Private Asset Management, Inc. unclassifiedBlackrock Fund Advisors otherOtherSep 6, 2007Oct 10, 2007 (34 d)
Richard Michael SchultzPgim Investments LLC otherBlackrock Fund Advisors otherOtherAug 10, 2007Aug 20, 2007
Marc X ConnollyUBS Financial Services Inc. wirehouseBlackrock Fund Advisors otherOtherMay 25, 2007Dec 6, 2007 (195 d)
Thomas Raymond PlattPutnam Investment Management, LLC otherBlackrock Fund Advisors otherOtherMay 7, 2007Jun 12, 2007 (36 d)
Thomas Patrick KileyLord, Abbett & Co. LLC otherBlackrock Fund Advisors otherOtherNov 17, 2006Jan 9, 2014 (2610 d)
Courtney Elizabeth HornCredit Suisse Securities (USA) LLC otherBlackrock Fund Advisors otherOtherMay 16, 2006Jun 21, 2007 (401 d)
Dennis William MarkeyMorgan Stanley Dw Inc. unclassifiedBlackrock Fund Advisors otherOtherMar 30, 2006Jul 14, 2011 (1932 d)
Vivian Masayo TsaiMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseBlackrock Fund Advisors otherOtherOct 7, 2005Nov 23, 2005 (47 d)
Christian James NesherAmeriprise Financial Services, LLC national BDBlackrock Fund Advisors otherOtherMay 2, 2005Sep 29, 2008 (1246 d)
Sarah C. SchachingerWells Fargo Advisors wirehouseBlackrock Fund Advisors otherOtherMar 10, 2004Mar 29, 2004
Heather Leigh PelantMorgan Stanley Dw Inc. unclassifiedBlackrock Fund Advisors otherOtherJan 15, 2003Aug 11, 2003 (208 d)
Valerie P CorradiniRBC Capital Markets, LLC national BDBlackrock Fund Advisors otherOtherJun 6, 2002Apr 4, 2003 (302 d)
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55 moves match.