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RIA / WealthAdvisordual registered (broker-dealer)12 years in industry

Trevor S Crane

Advisor at T. ROWE PRICE ASSOCIATES, INC.

Colorado Springs, CO

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Search this name across graphsid dfx:ria:0a25a6ae-3a52-a9d2-fd46-c581a7779da7

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 6:41 PM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 4
On other graphs: 0
Observed: Oct 18, 2019 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: T. ROWE PRICE ASSOCIATES, INC.
Current firm class: asset managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Jun 1, 2014earliest registration or exam on IAPD
Years in industry: 12derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 1
Exams: S66
First exam: May 6, 2019
First registration: Oct 18, 2019
Dual registered: yes, broker-dealer
Other names: TREVOR SCOTT CRANE|Trevor Crane|Trevor S Crane
IAPD individual key: 6448857

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
T. ROWE PRICE ASSOCIATES, INC.	Asset manager	Aug 17, 2026	n/a	yes	Colorado Springs, CO	Current employment
ADVICE AND PLANNING SERVICES	Bd affiliated wealth	Mar 24, 2023	Oct 3, 2025	no	Colorado Springs, CO\|DENVER, CO\|Aurora, CO	Previous registration
X ADVISORS, LLC	Independent wealth	Jul 11, 2022	Jan 13, 2023	no	Denver, CO	Previous registration
INDEPENDENT FINANCIAL GROUP, LLC	Bd affiliated wealth	May 11, 2022	Jan 17, 2023	no	Denver, CO\|SAN DIEGO, CA	Previous registration
FIDELITY PERSONAL AND WORKPLACE ADVISORS	Former SEC adviser	Oct 18, 2019	Apr 5, 2022	no	GREENWOOD VILLAGE, CO	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
ADVICE AND PLANNING SERVICES	T. ROWE PRICE ASSOCIATES, INC.	Oct 3, 2025	Aug 17, 2026	318	Firm change	Other
INDEPENDENT FINANCIAL GROUP, LLC	X ADVISORS, LLC	Jan 17, 2023	Jul 11, 2022	-190	Firm change after gap	Ibd to RIA
X ADVISORS, LLC	ADVICE AND PLANNING SERVICES	Jan 13, 2023	Mar 24, 2023	70	Firm change	RIA to ibd
FIDELITY PERSONAL AND WORKPLACE ADVISORS	INDEPENDENT FINANCIAL GROUP, LLC	Apr 5, 2022	May 11, 2022	36	Firm change	Ibd to ibd

Relationships

Registered with (5)

→ T. ROWE PRICE ASSOCIATES, INC.Registered adviserregistration: current employment
Aug 17, 2026 to presentfactForm ADV
→ ADVICE AND PLANNING SERVICESRegistered adviserregistration: previous registration
Mar 24, 2023 to Oct 3, 2025factForm ADV
→ INDEPENDENT FINANCIAL GROUP, LLCRegistered adviserregistration: previous registration
May 11, 2022 to Jan 17, 2023factForm ADV
→ X ADVISORS, LLCRegistered adviserregistration: previous registration
Jul 11, 2022 to Jan 13, 2023factForm ADV
→ FIDELITY PERSONAL AND WORKPLACE ADVISORSRegistered adviserregistration: previous registration
Oct 18, 2019 to Apr 5, 2022factForm ADV

Dated events

Occurred
Oct 3, 2025
Advisor changed firm
Trevor S Crane left Advice And Planning Services for T. Rowe Price Associates, Inc. (registered 2026-08-17)
Form ADVobserved 5 days ago
Occurred
Jan 17, 2023
Advisor changed firm
Trevor S Crane left Independent Financial Group, Llc for X Advisors, Llc (registered 2022-07-11)
Form ADVobserved 5 days ago
Occurred
Jan 13, 2023
Advisor changed firm
Trevor S Crane left X Advisors, Llc for Advice And Planning Services (registered 2023-03-24)
Form ADVobserved 5 days ago
Occurred
Apr 5, 2022
Advisor changed firm
Trevor S Crane left Fidelity Personal And Workplace Advisors for Independent Financial Group, Llc (registered 2022-05-11)
Form ADVobserved 5 days ago