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Advisor at T. ROWE PRICE ADVISORY SERVICES, INC.
Colorado Springs, CO
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
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.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| T. ROWE PRICE ADVISORY SERVICES, INC. | Bd affiliated wealth | Sep 17, 2026 | n/a | yes | Colorado Springs, CO | Current employment |
| STRATEGIC ADVISERS LLC | National bd RIA | Mar 31, 2025 | n/a | yes | COLORADO SPRINGS, CO|GREENWOOD VILLAGE, CO | Current employment |
| STRATEGIC ADVISERS LLC | National bd RIA | Mar 31, 2025 | Sep 14, 2026 | no | COLORADO SPRINGS, CO|COLORADO SPRINGS, CO|GREENWOOD VILLAGE, CO|BOSTON, MA | Previous registration |
| FIDELITY PERSONAL AND WORKPLACE ADVISORS | Former SEC adviser | Mar 28, 2024 | Mar 31, 2025 | no | GREENWOOD VILLAGE, CO | Previous registration |
| FIDELITY PERSONAL AND WORKPLACE ADVISORS | Former SEC adviser | Mar 28, 2024 | Mar 31, 2025 | no | GREENWOOD VILLAGE, CO | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| STRATEGIC ADVISERS LLC | T. ROWE PRICE ADVISORY SERVICES, INC. | Sep 14, 2026 | Sep 17, 2026 | 3 | Firm change | Ibd to ibd |
| FIDELITY PERSONAL AND WORKPLACE ADVISORS | STRATEGIC ADVISERS LLC | Mar 31, 2025 | Mar 31, 2025 | 0 | Bulk transfer | Ibd to ibd |