DFX Intelligence
Data Factory
Reading the graph
Reading the graph
Advisor at T. ROWE PRICE ADVISORY SERVICES, INC.
Fort Lauderdale, FL
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 20, 2024 | n/a | yes | Fort Lauderdale, FL | Current employment |
| POLEN CAPITAL MANAGEMENT, LLC | Asset manager | Sep 6, 2022 | Nov 16, 2023 | no | BOCA RATON, FL | Previous registration |
| RAYMOND JAMES & ASSOCIATES, INC. | National bd RIA | Mar 7, 2019 | Apr 11, 2022 | no | ST. PETERSBURG, FL | Previous registration |
| T. ROWE PRICE ADVISORY SERVICES, INC. | Bd affiliated wealth | Jun 16, 2015 | Feb 25, 2019 | no | TAMPA, FL | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| POLEN CAPITAL MANAGEMENT, LLC | T. ROWE PRICE ADVISORY SERVICES, INC. | Nov 16, 2023 | Sep 20, 2024 | 309 | Firm change | Other |
| RAYMOND JAMES & ASSOCIATES, INC. | POLEN CAPITAL MANAGEMENT, LLC | Apr 11, 2022 | Sep 6, 2022 | 148 | Firm change | Other |
| T. ROWE PRICE ADVISORY SERVICES, INC. | RAYMOND JAMES & ASSOCIATES, INC. | Feb 25, 2019 | Mar 7, 2019 | 10 | Firm change | RIA to ibd |