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
Jiachen CaiMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseBlackrock Investment Management, LLC asset managerOtherSep 8, 2026Sep 10, 2026
Andrew Raymond WilliamsVictory Capital Management Inc. asset managerBlackrock Investment Management, LLC asset managerOtherAug 17, 2026Sep 2, 2026
Joseph Manuel De Los Santos MorrisSei Investments Management Corp mixed wealthBlackrock Investment Management, LLC asset managerOtherJul 27, 2026Aug 25, 2026
Daniel Frank RinaldiUBS Financial Services Inc. wirehouseBlackrock Investment Management, LLC asset managerOtherJul 20, 2026Jul 15, 2026
Nicholas Hartley BurnsMorgan Stanley wirehouseBlackrock Investment Management, LLC asset managerOtherJun 29, 2026Jul 22, 2026
Mahabaduge JayasuriyaAmeriprise Financial Services, LLC national BDBlackrock Investment Management, LLC asset managerOtherJun 24, 2026Jul 27, 2026 (33 d)
Robert Lefone JamesFederated Global Investment Management Corp. asset managerBlackrock Investment Management, LLC asset managerOtherJun 18, 2026Jun 12, 2026
Sheraton Edward WelchCapital Client Group, Inc. no RAUMBlackrock Investment Management, LLC asset managerOtherJun 5, 2026Jun 15, 2026
Grace Anne MckennaPutnam Investment Management, LLC asset managerBlackrock Investment Management, LLC asset managerOtherJun 1, 2026Jun 5, 2026
Jessica N BulenJ.P. Morgan Securities LLC wirehouseBlackrock Investment Management, LLC asset managerOtherMay 29, 2026Jul 20, 2026 (52 d)
Jeremy Devin LeaverIeq Capital, LLC independent RIABlackrock Investment Management, LLC asset managerOtherMay 19, 2026Aug 21, 2026 (94 d)
Michael RobbinsMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseBlackrock Investment Management, LLC asset managerOtherMay 7, 2026May 13, 2026
Sophia Maxine StarrPutnam Investment Management, LLC asset managerBlackrock Investment Management, LLC asset managerOtherApr 2, 2026Apr 2, 2026
Lauren JamesJ.P. Morgan Securities LLC wirehouseBlackrock Investment Management, LLC asset managerOtherMar 15, 2026Apr 10, 2026
Andrew Michael GirouardCetera Investment Advisers LLC BD affiliatedBlackrock Investment Management, LLC otherOtherFeb 27, 2026Feb 27, 2026
Hunter Michael HaleVoya Investment Management Co. LLC asset managerBlackrock Investment Management, LLC otherOtherJan 21, 2026Jan 29, 2026
Zivi Ben-Ami MagenheimEquitable Advisors, LLC national BDBlackrock Investment Management, LLC otherOtherJan 8, 2026Jan 26, 2026
Kelly Anne DavidsonLoomis, Sayles & Company, L.P. otherBlackrock Investment Management, LLC otherOtherJan 2, 2026Jan 23, 2026
Griffin Wright PhillipsRiverfront Investment Group, LLC mixed wealthBlackrock Investment Management, LLC otherOtherDec 31, 2025Jan 7, 2026
Chirag D Sharma RatanpalWiss Private Client Advisors, LLC independent RIABlackrock Investment Management, LLC asset managerOtherDec 24, 2025Apr 16, 2026 (113 d)
Matthew Austin RigelLPL Financial LLC BD affiliatedBlackrock Investment Management, LLC otherOtherDec 11, 2025Jan 2, 2026
David Hanseung KohMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseBlackrock Investment Management, LLC otherOtherOct 21, 2025Nov 3, 2025
Pascal Ambrose Lyon BrasseyPathstone independent RIABlackrock Investment Management, LLC otherOtherOct 1, 2025Aug 21, 2025
Lauren Kathryn MatteoPrincipal Asset Management otherBlackrock Investment Management, LLC otherOtherSep 8, 2025Sep 23, 2025
Kevin Michael ChabrierCitigroup Global Markets Inc. BD affiliatedBlackrock Investment Management, LLC otherOtherSep 1, 2025Sep 9, 2025
Peter Anthony CiuffredaMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseBlackrock Investment Management, LLC otherOtherJul 22, 2025Aug 25, 2025 (34 d)
Anthony James DenelloCitizens Securities, Inc. BD affiliatedBlackrock Investment Management, LLC otherOtherJul 16, 2025Aug 14, 2025
Ryan Alexander FairbrotherFederated Global Investment Management Corp. asset managerBlackrock Investment Management, LLC otherOtherJun 26, 2025Sep 25, 2025 (91 d)
John - Dylan RomannGrayscale Advisors asset managerBlackrock Investment Management, LLC otherOtherJun 25, 2025Jul 9, 2025
Neal Blaine GuidryNomura Investment Management Business Trust asset managerBlackrock Investment Management, LLC otherOtherJun 10, 2025Jun 23, 2025
Adam L SalachJohn Hancock Investment Management LLC asset managerBlackrock Investment Management, LLC otherOtherApr 25, 2025May 2, 2025
Matthew Brian FuentesLPL Financial LLC BD affiliatedBlackrock Investment Management, LLC otherOtherApr 3, 2025May 21, 2025 (48 d)
Matthew N OzbalikPgim Investments LLC asset managerBlackrock Investment Management, LLC otherOtherApr 3, 2025Apr 24, 2025
Quinn O'ConnorNatixis Advisors, LLC BD affiliatedBlackrock Investment Management, LLC otherOtherMar 28, 2025Jun 5, 2025 (69 d)
Joshua Chase RyanCitizens Securities, Inc. BD affiliatedBlackrock Investment Management, LLC otherOtherMar 13, 2025Jun 13, 2025 (92 d)
Jacob Harry PeiserMorningstar Investment Services LLC independent RIABlackrock Investment Management, LLC otherOtherJan 3, 2025Feb 3, 2025 (31 d)
Kenneth Wesley ShellMercer Global Advisors Inc. independent RIABlackrock Investment Management, LLC otherOtherDec 12, 2024Mar 25, 2025 (103 d)
Eric Vincent SpiresJanney Montgomery Scott LLC BD affiliatedBlackrock Investment Management, LLC otherOtherDec 2, 2024Feb 12, 2025 (72 d)
Olivia Nicole VeneziaFidelity Personal And Workplace Advisors BD affiliatedBlackrock Investment Management, LLC otherOtherDec 2, 2024Dec 10, 2024
Zachary B CurtisPgim Investments LLC asset managerBlackrock Investment Management, LLC otherOtherNov 18, 2024Dec 11, 2024
Austin James AnastasiaEaton Vance Management asset managerBlackrock Investment Management, LLC otherOtherNov 15, 2024Feb 13, 2025 (90 d)
Matthew Dey VosslerJohn Hancock Investment Management LLC asset managerBlackrock Investment Management, LLC otherOtherOct 31, 2024Nov 13, 2024
Ziyue ZhangJ.P. Morgan Securities LLC wirehouseBlackrock Investment Management, LLC otherOtherOct 11, 2024Jan 26, 2026 (472 d)
Marina F DestefanisNatixis Advisors, LLC BD affiliatedBlackrock Investment Management, LLC otherOtherOct 2, 2024Oct 4, 2024
Dean Keith RichardsonCharles Schwab & Co., Inc. national BDBlackrock Investment Management, LLC otherOtherSep 25, 2024Oct 9, 2024
Michael Joseph VitaleLord, Abbett & Co. LLC asset managerBlackrock Investment Management, LLC otherOtherSep 25, 2024Nov 1, 2024 (37 d)
Matthew Robert SestiMorgan Stanley wirehouseBlackrock Investment Management, LLC otherOtherSep 24, 2024Nov 5, 2024 (42 d)
Austin M GuarinoProshare Advisors LLC asset managerBlackrock Investment Management, LLC otherOtherSep 19, 2024Sep 27, 2024
Casey John SullivanMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseBlackrock Investment Management, LLC otherOtherSep 3, 2024Nov 7, 2024 (65 d)
Antonio A AlmirallMorgan Stanley wirehouseBlackrock Investment Management, LLC otherOtherAug 27, 2024Sep 4, 2024
Matthew Steven FlemingCreative Planning independent RIABlackrock Investment Management, LLC otherOtherAug 5, 2024Sep 12, 2024 (38 d)
Michael Carmine ChiusanoMorgan Stanley wirehouseBlackrock Investment Management, LLC otherOtherJul 19, 2024Sep 16, 2024 (59 d)
Stephen JagardJohn Hancock Investment Management LLC asset managerBlackrock Investment Management, LLC otherOtherJul 17, 2024Jan 22, 2025 (189 d)
Sean MurphyNorthern Trust Investments, Incorporated asset managerBlackrock Investment Management, LLC asset managerOtherJul 10, 2024Apr 2, 2026 (631 d)
Jordan Luke DirksJ.P. Morgan Securities LLC wirehouseBlackrock Investment Management, LLC otherOtherJun 29, 2024Aug 26, 2024 (58 d)
Spencer A CuelloMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseBlackrock Investment Management, LLC otherOtherJun 12, 2024Jul 23, 2024 (41 d)
Samantha Marie WalkerCharles Schwab & Co., Inc. national BDBlackrock Investment Management, LLC otherOtherJun 11, 2024Jun 26, 2024
Nicholas Edmond HittiPruco Securities, LLC BD affiliatedBlackrock Investment Management, LLC otherOtherJun 7, 2024Mar 3, 2025 (269 d)
Ashley Taylor StamboulianJ.P. Morgan Securities LLC wirehouseBlackrock Investment Management, LLC otherOtherMay 30, 2024Jul 1, 2024 (32 d)
Stephen A. ManziLPL Financial LLC BD affiliatedBlackrock Investment Management, LLC otherOtherMay 10, 2024Mar 28, 2025 (322 d)
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339 moves match.