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Advisor at T. ROWE PRICE ADVISORY SERVICES, INC.
Phoenix, AZ
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 | Mar 12, 2026 | n/a | yes | Phoenix, AZ | Current employment |
| NATIONWIDE INVESTMENT ADVISORS, LLC | Bd affiliated wealth | Jan 14, 2025 | Feb 24, 2026 | no | COLUMBUS, OH | Previous registration |
| Captrust | Institutional manager | Jun 4, 2020 | May 24, 2022 | no | RALEIGH, NC | Previous registration |
| EDWARD JONES | National bd RIA | Oct 30, 2003 | Sep 9, 2004 | no | PEORIA, AZ | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| NATIONWIDE INVESTMENT ADVISORS, LLC | T. ROWE PRICE ADVISORY SERVICES, INC. | Feb 24, 2026 | Mar 12, 2026 | 16 | Firm change | Ibd to ibd |
| Captrust | NATIONWIDE INVESTMENT ADVISORS, LLC | May 24, 2022 | Jan 14, 2025 | 966 | Firm change after gap | Other |
| EDWARD JONES | Captrust | Sep 9, 2004 | Jun 4, 2020 | 5,747 | Firm change after gap | Other |