DFX Intelligence
Data Factory
Reading the graph
Reading the graph
Advisor at T. ROWE PRICE ASSOCIATES, INC.
BALTIMORE, MD
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 ASSOCIATES, INC. | Asset manager | Feb 23, 2024 | n/a | yes | BALTIMORE, MD | Current employment |
| ORION PORTFOLIO SOLUTIONS, LLC | Bd affiliated wealth | Jan 17, 2023 | Nov 7, 2023 | no | Berwyn, PA|OMAHA, NE | Previous registration |
| ORION PORTFOLIO SOLUTIONS, LLC | Former SEC adviser | Jan 8, 2022 | Jan 6, 2023 | no | Berwyn, PA|OMAHA, NE | Previous registration |
| ORION PORTFOLIO SOLUTIONS, LLC | Bd affiliated wealth | Oct 16, 2020 | Dec 31, 2021 | no | OMAHA, NE | Previous registration |
| BRINKER CAPITAL INC | Former SEC adviser | Apr 16, 2019 | Oct 16, 2020 | no | BERWYN, PA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| ORION PORTFOLIO SOLUTIONS, LLC | T. ROWE PRICE ASSOCIATES, INC. | Nov 7, 2023 | Feb 23, 2024 | 108 | Firm change | Other |
| ORION PORTFOLIO SOLUTIONS, LLC | ORION PORTFOLIO SOLUTIONS, LLC | Jan 6, 2023 | Jan 17, 2023 | 11 | Bulk transfer | RIA to ibd |
| ORION PORTFOLIO SOLUTIONS, LLC | ORION PORTFOLIO SOLUTIONS, LLC | Dec 31, 2021 | Jan 8, 2022 | 8 | Bulk transfer | Ibd to RIA |
| BRINKER CAPITAL INC | ORION PORTFOLIO SOLUTIONS, LLC | Oct 16, 2020 | Oct 16, 2020 | 0 | Bulk transfer | Ibd to ibd |