DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

Advisor moves

Departures from T. Rowe Price Associates, Inc.

A move is two dates on IAPD: the day a person’s registration through one firm ended and the day a registration through another began. The type reads the class of each firm. This is the movement tape the mobility research is validated against; it says what happened, never why, and never who is about to.

AdvisorFromToTypeLeftRegistered
Caitlin FallonT. Rowe Price Associates, Inc. asset managerFidelity Personal And Workplace Advisors BD affiliatedOtherMar 31, 2022Apr 26, 2022
Sarah GundersonT. Rowe Price Associates, Inc. asset managerFidelity Personal And Workplace Advisors BD affiliatedOtherMar 31, 2022May 5, 2022 (35 d)
Brandon M WilliamsT. Rowe Price Associates, Inc. asset managerT. Rowe Price Advisory Services, Inc. independent RIAOtherJan 25, 2022Sep 7, 2022 (225 d)
Megan Amy HoppsT. Rowe Price Associates, Inc. asset managerHartford Funds asset managerOtherJan 10, 2022Jan 24, 2022
Adam P PeachT. Rowe Price Associates, Inc. asset managerCapital Client Group, Inc. no RAUMOtherJan 10, 2022Jan 18, 2022
John Thomas GrayT. Rowe Price Associates, Inc. asset managerMissionsquare Retirement institutionalOtherNov 10, 2021Dec 2, 2021
William Leahy HarrisonT. Rowe Price Associates, Inc. asset managerMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseOtherAug 2, 2021Nov 4, 2021 (94 d)
Amgad Magdy YassaT. Rowe Price Associates, Inc. asset managerAlight Financial Advisors, LLC independent RIAOtherApr 14, 2021Aug 3, 2021 (111 d)
Gregory MoroT. Rowe Price Associates, Inc. asset managerPolen Capital Management, LLC asset managerOtherAug 31, 2020Sep 25, 2020
Meylin J MauldinT. Rowe Price Associates, Inc. asset managerFidelity Personal And Workplace Advisors BD affiliatedOtherMar 13, 2020Jul 28, 2020 (137 d)
Michael Connor CallahanT. Rowe Price Associates, Inc. asset managerProshare Advisors LLC asset managerOtherMar 10, 2020Dec 6, 2020 (271 d)
Rob CraftT. Rowe Price Associates, Inc. asset managerSentinel Asset Management, LLC state registeredOtherOct 22, 2019Sep 8, 2021 (687 d)
Cynthia Horn KennedyT. Rowe Price Associates, Inc. asset managerFidelity Personal And Workplace Advisors BD affiliatedOtherOct 8, 2019Sep 17, 2021 (710 d)
Robert Arnold SkaareT. Rowe Price Associates, Inc. asset managerT. Rowe Price Advisory Services, Inc. independent RIAOtherApr 15, 2019Apr 15, 2019
Holly N HuberT. Rowe Price Associates, Inc. asset managerT. Rowe Price Advisory Services, Inc. independent RIAOtherApr 15, 2019Apr 15, 2019
Edward Nigel WaltersT. Rowe Price Associates, Inc. asset managerOsaic Fa, Inc. BD affiliatedOtherApr 8, 2019Apr 5, 2019
Rast Mohamad GozehT. Rowe Price Associates, Inc. asset managerKassira Wealth Management, LLC independent RIAOtherApr 1, 2019Apr 22, 2020 (387 d)
Antonio Marcel BassT. Rowe Price Associates, Inc. asset managerCapital Client Group, Inc. no RAUMOtherJul 16, 2018Aug 10, 2018
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78 moves match.