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RIA / WealthAdvisorCertified Financial Plannerdual registered (broker-dealer)25 years in industry

Mycha Morgan Marshall

Advisor at T. ROWE PRICE ADVISORY SERVICES, INC.

Owings Mills, MD

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Search this name across graphsid dfx:ria:2fcbb913-d3fd-fe41-4d2a-3f19efe34787

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 3:01 PM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 1
On other graphs: 0
Observed: Jan 1, 2002 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 ADVISORY SERVICES, INC.
Current firm class: broker-dealer affiliated wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Aug 6, 2001earliest registration or exam on IAPD
Years in industry: 25derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 1
Designations: Certified Financial Planner
Exams: S63|S65
First exam: Aug 6, 2001
First registration: Jan 1, 2002
Dual registered: yes, broker-dealer
Other names: MYCHA MYCHELLE MORGAN|MYCHA MORGAN MARSHALL|Mycha M Marshall
IAPD individual key: 4560908

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 ADVISORY SERVICES, INC.	Bd affiliated wealth	Nov 26, 2024	n/a	yes	Owings Mills, MD\|Owings Mills, MD	Current employment
BESTGATE WEALTH ADVISORS, LLC	Independent wealth	Oct 27, 2021	Aug 27, 2024	no	FREDERICK, MD	Previous registration
PRIVATE ADVISOR GROUP, LLC	Bd affiliated wealth	Feb 11, 2020	Nov 23, 2021	no	MORRISTOWN, NJ\|Columbia, MD	Previous registration
WEALTH ASSET MANAGEMENT, INC.	n/a	Oct 31, 2005	Dec 31, 2005	no	TOWSON, MD	Previous registration
COURT PLACE ADVISORS LLC	Former SEC adviser	Jan 1, 2002	Dec 31, 2004	no	TOWSON, MD	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
BESTGATE WEALTH ADVISORS, LLC	T. ROWE PRICE ADVISORY SERVICES, INC.	Aug 27, 2024	Nov 26, 2024	91	Firm change	RIA to ibd
PRIVATE ADVISOR GROUP, LLC	BESTGATE WEALTH ADVISORS, LLC	Nov 23, 2021	Oct 27, 2021	-27	Firm change	Ibd to RIA
WEALTH ASSET MANAGEMENT, INC.	PRIVATE ADVISOR GROUP, LLC	Dec 31, 2005	Feb 11, 2020	5,155	Firm change after gap	Other
COURT PLACE ADVISORS LLC	WEALTH ASSET MANAGEMENT, INC.	Dec 31, 2004	Oct 31, 2005	304	Firm change	Other

Relationships

Registered with (5)

→ T. ROWE PRICE ADVISORY SERVICES, INC.Registered adviserregistration: current employment
Nov 26, 2024 to presentfactForm ADV
→ BESTGATE WEALTH ADVISORS, LLCRegistered adviserregistration: previous registration
Oct 27, 2021 to Aug 27, 2024factForm ADV
→ PRIVATE ADVISOR GROUP, LLCRegistered adviserregistration: previous registration
Feb 11, 2020 to Nov 23, 2021factForm ADV
→ WEALTH ASSET MANAGEMENT, INC.Registered adviserregistration: previous registration
Oct 31, 2005 to Dec 31, 2005factForm ADV
→ COURT PLACE ADVISORS LLCRegistered adviserregistration: previous registration
Jan 1, 2002 to Dec 31, 2004factForm ADV

Dated events

Occurred
Aug 27, 2024
Advisor changed firm
Mycha Morgan Marshall left Bestgate Wealth Advisors, Llc for T. Rowe Price Advisory Services, Inc. (registered 2024-11-26)
Form ADVobserved 4 days ago