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RIA / WealthAdvisordual registered (broker-dealer)20 years in industry

Christopher James Casner

Advisor at T. ROWE PRICE ASSOCIATES, INC.

Salt Lake City, UT

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Search this name across graphsid dfx:ria:c9b623d8-b914-a24f-2b1c-e62fc09a5348

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 11:05 PM UTC and rebuilt at most every 15 minutes.

Relationships: 7
Dated events: 0
On other graphs: 0
Observed: Aug 28, 2006 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: Aug 28, 2006earliest registration or exam on IAPD
Years in industry: 20derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 6
Current registrations: 1
Registered states: 2
Exams: S66
First exam: Dec 6, 2023
First registration: Aug 28, 2006
Dual registered: yes, broker-dealer
Other names: CHRIS CASNER|CHRISTOPHER CASNER|CHRISTOPHER JAMES CASNER|Christopher J Casner
IAPD individual key: 5084566

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	Dec 14, 2023	n/a	yes	Salt Lake City, UT	Current employment
SFG WEALTH MANAGEMENT	Independent wealth	Dec 4, 2017	Dec 31, 2020	no	TOWSON, MD	Previous registration
JEMMA FINANCIAL SERVICES	Independent wealth	Sep 2, 2016	Dec 4, 2017	no	BALTIMORE, MD\|BALTIMORE, MD	Previous registration
REALTA INVESTMENT ADVISORS, INC	Bd affiliated wealth	Apr 25, 2016	Sep 14, 2016	no	Baltimore, MD\|WILMINGTON, DE	Previous registration
SAGEPOINT FINANCIAL, INC.	Former SEC adviser	Feb 12, 2015	Jan 14, 2016	no	BALTIMORE, MD	Previous registration
MSI FINANCIAL SERVICES, INC.	Former SEC adviser	Jan 27, 2010	Jan 20, 2015	no	ELKRIDGE, MD	Previous registration
AMERIPRISE FINANCIAL SERVICES, LLC	National bd RIA	Aug 28, 2006	Jan 6, 2010	no	GAITHERSBURG, 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
SFG WEALTH MANAGEMENT	T. ROWE PRICE ASSOCIATES, INC.	Dec 31, 2020	Dec 14, 2023	1,078	Firm change after gap	Other
JEMMA FINANCIAL SERVICES	SFG WEALTH MANAGEMENT	Dec 4, 2017	Dec 4, 2017	0	Firm change	Other
REALTA INVESTMENT ADVISORS, INC	JEMMA FINANCIAL SERVICES	Sep 14, 2016	Sep 2, 2016	-12	Firm change	Other
SAGEPOINT FINANCIAL, INC.	REALTA INVESTMENT ADVISORS, INC	Jan 14, 2016	Apr 25, 2016	102	Firm change	Other
MSI FINANCIAL SERVICES, INC.	SAGEPOINT FINANCIAL, INC.	Jan 20, 2015	Feb 12, 2015	23	Firm change	Other
AMERIPRISE FINANCIAL SERVICES, LLC	MSI FINANCIAL SERVICES, INC.	Jan 6, 2010	Jan 27, 2010	21	Firm change	Other

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
134952:284198:DE:2016-09-14	Sep 14, 2016	Sep 2, 2016	WILMINGTON, DE	Firm change

Relationships

Registered with (7)

→ T. ROWE PRICE ASSOCIATES, INC.Registered adviserregistration: current employment
Dec 14, 2023 to presentfactForm ADV
→ SFG WEALTH MANAGEMENTRegistered adviserregistration: previous registration
Dec 4, 2017 to Dec 31, 2020factForm ADV
→ JEMMA FINANCIAL SERVICESRegistered adviserregistration: previous registration
Sep 2, 2016 to Dec 4, 2017factForm ADV
→ REALTA INVESTMENT ADVISORS, INCRegistered adviserregistration: previous registration
Apr 25, 2016 to Sep 14, 2016factForm ADV
→ SAGEPOINT FINANCIAL, INC.Registered adviserregistration: previous registration
Feb 12, 2015 to Jan 14, 2016factForm ADV
→ MSI FINANCIAL SERVICES, INC.Registered adviserregistration: previous registration
Jan 27, 2010 to Jan 20, 2015factForm ADV
→ AMERIPRISE FINANCIAL SERVICES, LLCRegistered adviserregistration: previous registration
Aug 28, 2006 to Jan 6, 2010factForm ADV

Dated events

No dated event names this entity yet.