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 Advisory Services, 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.
| Advisor | From | To | Type | Left | Registered |
|---|---|---|---|---|---|
| Lindsey Elizabeth Neal | T. Rowe Price Advisory Services, Inc. BD affiliated | Onedigital institutional | Other | Aug 25, 2026 | Aug 24, 2026 |
| Sullivan Beck-Winter | T. Rowe Price Advisory Services, Inc. BD affiliated | Greenspring Advisors, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Jul 30, 2026 | Sep 3, 2026 (35 d) |
| Robin Michael Meyer | T. Rowe Price Advisory Services, Inc. BD affiliated | Vanguard Advisers, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Jul 20, 2026 | Aug 20, 2026 (31 d) |
| Aranya Mishra | T. Rowe Price Advisory Services, Inc. BD affiliated | Dimensional Fund Advisors LP asset manager | Other | Jun 29, 2026 | Sep 2, 2026 (65 d) |
| Matthew William Knudsen | T. Rowe Price Advisory Services, Inc. BD affiliated | Greenspring Advisors, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Jun 29, 2026 | Jul 7, 2026 |
| Kelly A Traczek | T. Rowe Price Advisory Services, Inc. BD affiliated | Empower Advisory Group, LLC BD affiliated | Affiliated broker-dealer or bank to another | Jun 25, 2026 | Jun 24, 2026 |
| Craig Elliott | T. Rowe Price Advisory Services, Inc. BD affiliated | Empower Advisory Group, LLC BD affiliated | Affiliated broker-dealer or bank to another | Jun 4, 2026 | Jun 11, 2026 |
| Guy Rene Mondjii | T. Rowe Price Advisory Services, Inc. BD affiliated | Vanguard Advisers, Inc. BD affiliated | Affiliated broker-dealer or bank to another | May 28, 2026 | Jun 15, 2026 |
| Anthony Persichitti | T. Rowe Price Advisory Services, Inc. BD affiliated | State Farm Investment Management Corp. asset manager | Other | May 22, 2026 | Jun 2, 2026 |
| Jesse L Perry | T. Rowe Price Advisory Services, Inc. BD affiliated | Fisher Investments independent RIA | Affiliated broker-dealer or bank to independent RIA | May 21, 2026 | Jun 29, 2026 (39 d) |
| Gina J Dandrea | T. Rowe Price Advisory Services, Inc. BD affiliated | Empower Advisory Group, LLC BD affiliated | Affiliated broker-dealer or bank to another | May 15, 2026 | Jun 10, 2026 |
| Leo J Kelly | T. Rowe Price Advisory Services, Inc. BD affiliated | Verdence Capital Advisors, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Apr 23, 2026 | Apr 22, 2026 |
| Darius J Brown | T. Rowe Price Advisory Services, Inc. BD affiliated | Wells Fargo Advisors wirehouse | Affiliated broker-dealer or bank to wirehouse | Apr 20, 2026 | Apr 17, 2026 |
| Spencer Belnap | T. Rowe Price Advisory Services, Inc. BD affiliated | Fisher Investments independent RIA | Affiliated broker-dealer or bank to independent RIA | Apr 16, 2026 | Apr 15, 2026 |
| Michael J Lynch | T. Rowe Price Advisory Services, Inc. BD affiliated | Edward Jones national BD | Affiliated broker-dealer or bank to another | Apr 14, 2026 | Apr 13, 2026 |
| Ryan Malaeb | T. Rowe Price Advisory Services, Inc. BD affiliated | Schwab Wealth Advisory, Inc. no RAUM | Other | Mar 10, 2026 | Mar 12, 2026 |
| Meghan A Young | T. Rowe Price Advisory Services, Inc. BD affiliated | Morgan Stanley wirehouse | Affiliated broker-dealer or bank to wirehouse | Mar 10, 2026 | Mar 19, 2026 |
| Jack Charles Kelly | T. Rowe Price Advisory Services, Inc. BD affiliated | Vanguard Advisers, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Mar 4, 2026 | Mar 10, 2026 |
| Brandon M Williams | T. Rowe Price Advisory Services, Inc. BD affiliated | Empower Advisory Group, LLC BD affiliated | Affiliated broker-dealer or bank to another | Feb 17, 2026 | Feb 24, 2026 |
| Robert Stephen Lydzinski | T. Rowe Price Advisory Services, Inc. BD affiliated | Morgan Stanley wirehouse | Affiliated broker-dealer or bank to wirehouse | Feb 10, 2026 | Feb 9, 2026 |
| Quade Levi Yaegel | T. Rowe Price Advisory Services, Inc. BD affiliated | Empower Advisory Group, LLC BD affiliated | Affiliated broker-dealer or bank to another | Feb 4, 2026 | Feb 6, 2026 |
| Joshua Gravois | T. Rowe Price Advisory Services, Inc. BD affiliated | Charles Schwab & Co., Inc. national BD | Affiliated broker-dealer or bank to another | Feb 4, 2026 | Feb 24, 2026 |
| Adam V Macleod | T. Rowe Price Advisory Services, Inc. BD affiliated | UBS Financial Services Inc. wirehouse | Affiliated broker-dealer or bank to wirehouse | Feb 4, 2026 | Apr 30, 2026 (85 d) |
| Carly M Neidecker | T. Rowe Price Advisory Services, Inc. BD affiliated | Kestra Advisory Services, LLC BD affiliated | Affiliated broker-dealer or bank to another | Jan 26, 2026 | Jan 23, 2026 |
| Steven Marcano | T. Rowe Price Advisory Services, Inc. BD affiliated | Schwab Wealth Advisory, Inc. no RAUM | Other | Nov 25, 2025 | Dec 16, 2025 |
| Kaden Obrian Deguzman | T. Rowe Price Advisory Services, Inc. BD affiliated | Transamerica Retirement Advisors, LLC BD affiliated | Affiliated broker-dealer or bank to another | Nov 25, 2025 | Apr 14, 2026 (140 d) |
| Ian M Glasgow | T. Rowe Price Advisory Services, Inc. BD affiliated | Edward Jones national BD | Affiliated broker-dealer or bank to another | Nov 14, 2025 | Feb 23, 2026 (101 d) |
| Jalisa Yolanda Beckwith | T. Rowe Price Advisory Services, Inc. BD affiliated | Morgan Stanley wirehouse | Affiliated broker-dealer or bank to wirehouse | Nov 14, 2025 | Nov 13, 2025 |
| Stella L Nash | T. Rowe Price Advisory Services, Inc. BD affiliated | J. W. Cole Advisors, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Nov 12, 2025 | Nov 20, 2025 |
| Zain Wasi | T. Rowe Price Advisory Services, Inc. BD affiliated | Morgan Stanley wirehouse | Affiliated broker-dealer or bank to wirehouse | Nov 3, 2025 | Nov 3, 2025 |
| Nathan Fuchs | T. Rowe Price Advisory Services, Inc. BD affiliated | Empower Advisory Group, LLC BD affiliated | Affiliated broker-dealer or bank to another | Oct 29, 2025 | Aug 12, 2026 (287 d) |
| Christian W Haviland | T. Rowe Price Advisory Services, Inc. BD affiliated | Empower Advisory Group, LLC BD affiliated | Affiliated broker-dealer or bank to another | Oct 14, 2025 | Nov 4, 2025 |
| Logan K Simering | T. Rowe Price Advisory Services, Inc. BD affiliated | Truist Advisory Services, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Oct 8, 2025 | Oct 8, 2025 |
| Christian Fields | T. Rowe Price Advisory Services, Inc. BD affiliated | Schwab Wealth Advisory, Inc. no RAUM | Other | Sep 17, 2025 | Sep 22, 2025 |
| Brandon Akers | T. Rowe Price Advisory Services, Inc. BD affiliated | Schwab Wealth Advisory, Inc. no RAUM | Other | Sep 9, 2025 | Oct 16, 2025 (37 d) |
| John P Mead | T. Rowe Price Advisory Services, Inc. BD affiliated | Robert W. Baird & Co. Incorporated mixed wealth | Affiliated broker-dealer or bank to independent RIA | Aug 28, 2025 | Jun 1, 2026 (277 d) |
| Dayla Cabeza De Vaca | T. Rowe Price Advisory Services, Inc. BD affiliated | Missionsquare Retirement BD affiliated | Affiliated broker-dealer or bank to another | Aug 8, 2025 | Dec 19, 2025 (133 d) |
| Roben Hoffman | T. Rowe Price Advisory Services, Inc. BD affiliated | Empower Advisory Group, LLC BD affiliated | Affiliated broker-dealer or bank to another | Aug 8, 2025 | Jun 18, 2026 (314 d) |
| Lyubov Igorevna Sidorova | T. Rowe Price Advisory Services, Inc. BD affiliated | Empower Advisory Group, LLC BD affiliated | Affiliated broker-dealer or bank to another | Aug 8, 2025 | Dec 11, 2025 (125 d) |
| Patrick Looney | T. Rowe Price Advisory Services, Inc. BD affiliated | MML Investors Services, LLC BD affiliated | Affiliated broker-dealer or bank to another | Aug 8, 2025 | Mar 3, 2026 (207 d) |
| Daniel Robert Easton | T. Rowe Price Advisory Services, Inc. BD affiliated | 56 Capital Partners, Ltd independent RIA | Affiliated broker-dealer or bank to independent RIA | Aug 8, 2025 | Feb 9, 2026 (185 d) |
| Jonathan Bunch | T. Rowe Price Advisory Services, Inc. BD affiliated | Empower Advisory Group, LLC BD affiliated | Affiliated broker-dealer or bank to another | Aug 8, 2025 | Dec 3, 2025 (117 d) |
| James Mccormick | T. Rowe Price Advisory Services, Inc. BD affiliated | Morgan Stanley wirehouse | Affiliated broker-dealer or bank to wirehouse | Aug 8, 2025 | Oct 3, 2025 (56 d) |
| Tiffany T Jones | T. Rowe Price Advisory Services, Inc. BD affiliated | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Affiliated broker-dealer or bank to wirehouse | Jul 25, 2025 | Jul 9, 2026 (349 d) |
| Micah Williams | T. Rowe Price Advisory Services, Inc. BD affiliated | Empower Advisory Group, LLC BD affiliated | Affiliated broker-dealer or bank to another | Jun 26, 2025 | Nov 3, 2025 (130 d) |
| Ryan Michael Hartsock | T. Rowe Price Advisory Services, Inc. BD affiliated | Principal Securities, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Jun 17, 2025 | Jun 17, 2025 |
| Michael D Hartman | T. Rowe Price Advisory Services, Inc. BD affiliated | Rfg Advisory, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Apr 30, 2025 | Oct 6, 2025 (159 d) |
| William H Kim | T. Rowe Price Advisory Services, Inc. BD affiliated | Truist Advisory Services, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Apr 16, 2025 | Apr 16, 2025 |
| Adam Snyder | T. Rowe Price Advisory Services, Inc. BD affiliated | Empower Advisory Group, LLC BD affiliated | Affiliated broker-dealer or bank to another | Apr 14, 2025 | Jul 1, 2025 (78 d) |
| Raena Sword | T. Rowe Price Advisory Services, Inc. BD affiliated | Empower Advisory Group, LLC BD affiliated | Affiliated broker-dealer or bank to another | Apr 2, 2025 | Apr 25, 2025 |
| Brian David Sierer | T. Rowe Price Advisory Services, Inc. BD affiliated | Empower Advisory Group, LLC BD affiliated | Affiliated broker-dealer or bank to another | Mar 28, 2025 | Jul 24, 2025 (118 d) |
| Christopher Kent Scherschel | T. Rowe Price Advisory Services, Inc. BD affiliated | Empower Advisory Group, LLC BD affiliated | Affiliated broker-dealer or bank to another | Mar 18, 2025 | Mar 23, 2026 (370 d) |
| John Dillon Ladenburger | T. Rowe Price Advisory Services, Inc. BD affiliated | Captrust institutional | Other | Mar 18, 2025 | Apr 18, 2025 (31 d) |
| Christina Rene Nolan | T. Rowe Price Advisory Services, Inc. BD affiliated | Mwa Financial Services, Inc. independent RIA | Affiliated broker-dealer or bank to independent RIA | Mar 13, 2025 | Apr 10, 2025 |
| Frederick Stauffer Platt | T. Rowe Price Advisory Services, Inc. BD affiliated | Usaa Investment Services Company no RAUM | Other | Mar 4, 2025 | Mar 10, 2026 (371 d) |
| Lucas W Rogers | T. Rowe Price Advisory Services, Inc. BD affiliated | Global Retirement Partners LLC institutional | Other | Feb 27, 2025 | Feb 26, 2025 |
| Kyle Jeffrey Stricker | T. Rowe Price Advisory Services, Inc. BD affiliated | LPL Financial LLC BD affiliated | Affiliated broker-dealer or bank to another | Feb 25, 2025 | May 18, 2026 (447 d) |
| Samantha J Smith | T. Rowe Price Advisory Services, Inc. BD affiliated | Captrust institutional | Other | Feb 4, 2025 | Feb 3, 2025 |
| Jonathan Brunk Harnish | T. Rowe Price Advisory Services, Inc. BD affiliated | Cetera Investment Advisers LLC BD affiliated | Affiliated broker-dealer or bank to another | Jan 30, 2025 | Apr 25, 2025 (85 d) |
| Jeffrey S Simet | T. Rowe Price Advisory Services, Inc. BD affiliated | Verdence Capital Advisors, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Jan 23, 2025 | Apr 7, 2026 (439 d) |
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645 moves match.