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.

AdvisorFromToTypeLeftRegistered
Jonathan Crane BoldebuckT. Rowe Price Advisory Services, Inc. no RAUMLPL Financial LLC otherOtherJan 28, 2010Feb 21, 2013 (1120 d)
Michael R HoffmanT. Rowe Price Advisory Services, Inc. no RAUMMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseOtherDec 1, 2009Dec 7, 2009
Todd Ryan DixonT. Rowe Price Advisory Services, Inc. no RAUMBqs Financial Advisors, LLC institutionalOtherOct 30, 2009Sep 3, 2025 (5787 d)
Jesse Alan WilsonT. Rowe Price Advisory Services, Inc. no RAUMUsaa Financial Planning Services no RAUMOtherAug 26, 2009Sep 11, 2009
Michael Alan AlonsoT. Rowe Price Advisory Services, Inc. no RAUMScottrade Investment Management otherOtherAug 18, 2009May 25, 2017 (2837 d)
Mark Andrew GuajardoT. Rowe Price Advisory Services, Inc. no RAUMUsaa Investment Services Company otherOtherAug 14, 2009Mar 4, 2010 (202 d)
Douglas Price HimelT. Rowe Price Advisory Services, Inc. no RAUMUsaa Financial Planning Services no RAUMOtherAug 11, 2009Oct 15, 2010 (430 d)
Daniel A JohnsonT. Rowe Price Advisory Services, Inc. no RAUMMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseOtherAug 11, 2009Jan 6, 2011 (513 d)
Mark J. PeloquinT. Rowe Price Advisory Services, Inc. no RAUMPnc Wealth Management otherOtherJun 10, 2009Jul 22, 2009 (42 d)
Kristin M. SimpsonT. Rowe Price Advisory Services, Inc. no RAUMStrategic Advisers LLC national BDOtherMar 20, 2009Jun 19, 2013 (1552 d)
Robert Daniel NordeenT. Rowe Price Advisory Services, Inc. no RAUMCommonwealth Financial Network national BDOtherMar 9, 2009Jul 7, 2009 (120 d)
Shawn M IsaacsonT. Rowe Price Advisory Services, Inc. no RAUMMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseOtherDec 31, 2008Mar 27, 2017 (3008 d)
Christina Anne TunisonT. Rowe Price Advisory Services, Inc. no RAUMPrincipal Securities, Inc. otherOtherDec 31, 2008Dec 17, 2010 (716 d)
Jill Elaine IsbellT. Rowe Price Advisory Services, Inc. no RAUMEdward Jones national BDOtherDec 31, 2008Sep 9, 2009 (252 d)
Brent C HullingT. Rowe Price Advisory Services, Inc. no RAUMMorgan Stanley wirehouseOtherNov 20, 2008Feb 26, 2010 (463 d)
James Craig BuckleyT. Rowe Price Advisory Services, Inc. no RAUMUsaa Financial Planning Services no RAUMOtherNov 10, 2008Apr 28, 2016 (2726 d)
Michael Ryan DuckettT. Rowe Price Advisory Services, Inc. no RAUMPrincipal Securities, Inc. otherOtherNov 3, 2008Dec 15, 2008 (42 d)
Mathew Christopher LepakT. Rowe Price Advisory Services, Inc. no RAUMCharles Schwab & Co., Inc. national BDOtherJul 17, 2008Nov 2, 2012 (1569 d)
Jared A FriegT. Rowe Price Advisory Services, Inc. no RAUMSagepoint Financial, Inc. otherOtherMar 6, 2008Jul 10, 2008 (126 d)
Grier G MayT. Rowe Price Advisory Services, Inc. no RAUMWells Fargo Advisors wirehouseOtherFeb 4, 2008Feb 1, 2008
Tiffany Jolene DugasT. Rowe Price Advisory Services, Inc. no RAUMStrategic Advisers LLC national BDOtherJan 7, 2008Mar 11, 2008 (64 d)
Todd H BattyT. Rowe Price Advisory Services, Inc. no RAUMStrategic Advisers LLC national BDOtherDec 31, 2007Jan 29, 2008
Jason B. PowellT. Rowe Price Advisory Services, Inc. no RAUMStrategic Advisers LLC national BDOtherOct 25, 2007Mar 26, 2008 (153 d)
Melissa Renee NaylorT. Rowe Price Advisory Services, Inc. no RAUMWells Fargo Advisors wirehouseOtherOct 25, 2007Aug 29, 2008 (309 d)
Saad Rahmouni IdrissiT. Rowe Price Advisory Services, Inc. no RAUMRaymond James Financial Services, Inc. unclassifiedOtherOct 16, 2007Jan 10, 2008 (86 d)
Ronald J CaffreyT. Rowe Price Advisory Services, Inc. no RAUMRaymond James & Associates, Inc. national BDOtherOct 8, 2007Oct 13, 2009 (736 d)
Stephen Anthony SeivoldT. Rowe Price Advisory Services, Inc. no RAUMM&T Securities, Inc. unclassifiedOtherSep 12, 2007Nov 3, 2009 (783 d)
Alton Dempsey FryerT. Rowe Price Advisory Services, Inc. no RAUMPrincipal Securities, Inc. otherOtherAug 30, 2007Jan 8, 2008 (131 d)
Patrick Andrew NeukomT. Rowe Price Advisory Services, Inc. no RAUMWells Fargo Investments, LLC unclassifiedOtherAug 30, 2007Sep 7, 2007
Deidre Mae FernaldT. Rowe Price Advisory Services, Inc. no RAUMCitigroup Global Markets Inc. otherOtherAug 30, 2007Sep 11, 2007
William Donaldson RootT. Rowe Price Advisory Services, Inc. no RAUMNew England Securities Corporation otherOtherAug 30, 2007Oct 5, 2007 (36 d)
Nicholas Robert FrakeT. Rowe Price Advisory Services, Inc. no RAUMInvest Financial Corporation otherOtherAug 8, 2007Sep 12, 2007 (35 d)
Mark SkirbeT. Rowe Price Advisory Services, Inc. no RAUMTd Ameritrade, Inc. no RAUMOtherJul 25, 2007Dec 15, 2008 (509 d)
James Bryan ShaughnessT. Rowe Price Advisory Services, Inc. no RAUMLegacy Financial Advisors state registeredOtherJul 25, 2007Aug 11, 2026 (6957 d)
William Scott MartinT. Rowe Price Advisory Services, Inc. no RAUMMorgan Stanley wirehouseOtherJul 25, 2007Jul 14, 2011 (1450 d)
Robert Carl StrangesT. Rowe Price Advisory Services, Inc. no RAUMTd Ameritrade, Inc. no RAUMOtherJul 9, 2007Jul 5, 2007
Ellis James De JesusT. Rowe Price Advisory Services, Inc. no RAUMUsaa Financial Planning Services no RAUMOtherJul 9, 2007Jul 7, 2010 (1094 d)
Brad Lee HallockT. Rowe Price Advisory Services, Inc. no RAUMAdvisors Asset Management, Inc. otherOtherJun 14, 2007Sep 23, 2008 (467 d)
Daniela FrickeT. Rowe Price Advisory Services, Inc. no RAUMLPL Financial LLC otherOtherJun 7, 2007Jun 12, 2007
Jay Paul SchumanT. Rowe Price Advisory Services, Inc. no RAUMHoran Capital Management,LLC otherOtherJun 6, 2007Nov 21, 2016 (3456 d)
Amy L MarkerT. Rowe Price Advisory Services, Inc. no RAUMStrategic Advisers LLC national BDOtherApr 26, 2007Jun 8, 2007 (43 d)
Thad Joseph IsmartT. Rowe Price Advisory Services, Inc. no RAUMCitigroup Global Markets Inc. otherOtherMar 27, 2007Apr 19, 2007
David John SullivanT. Rowe Price Advisory Services, Inc. no RAUMM&T Securities, Inc. unclassifiedOtherMar 26, 2007May 9, 2007 (44 d)
John Gabriel DeckerT. Rowe Price Advisory Services, Inc. no RAUMLydian Wealth Management Company, LLC unclassifiedOtherMar 14, 2007Mar 21, 2007
Keith David GinsburgT. Rowe Price Advisory Services, Inc. no RAUMRaymond James & Associates, Inc. national BDOtherMar 8, 2007Mar 22, 2007
Bradley Alan MarshallT. Rowe Price Advisory Services, Inc. no RAUMStrategic Advisers LLC national BDOtherDec 31, 2006Apr 8, 2008 (464 d)
Christopher Geddy HillT. Rowe Price Advisory Services, Inc. no RAUMLydian Wealth Management Company, LLC unclassifiedOtherOct 26, 2006Oct 27, 2006
Robert Edmund MatricardiT. Rowe Price Advisory Services, Inc. no RAUMCharles Schwab & Co., Inc. national BDOtherOct 6, 2006Sep 19, 2006
William Westley JamesT. Rowe Price Advisory Services, Inc. no RAUMCincinnati Analysts, Inc otherOtherSep 28, 2006Oct 12, 2006
Greg L KokemullerT. Rowe Price Advisory Services, Inc. no RAUMRaymond James & Associates, Inc. national BDOtherSep 18, 2006Sep 22, 2006
Keith C KopperudT. Rowe Price Advisory Services, Inc. no RAUMRaymond James Financial Services, Inc. unclassifiedOtherAug 9, 2006Sep 25, 2006 (47 d)
Joena Nicole Bartolini MitchellT. Rowe Price Advisory Services, Inc. no RAUMRaymond James & Associates, Inc. national BDOtherJul 27, 2006Jan 11, 2007 (168 d)
Jason Patrick ZephirT. Rowe Price Advisory Services, Inc. no RAUMStrategic Advisers LLC national BDOtherJul 19, 2006Jun 9, 2008 (691 d)
Jason Bradley BrunsT. Rowe Price Advisory Services, Inc. no RAUMCitigroup Global Markets Inc. otherOtherJul 19, 2006Sep 26, 2006 (69 d)
Andrew Lewis Hollingsworth ThompsonT. Rowe Price Advisory Services, Inc. no RAUMStrategic Advisers LLC national BDOtherJul 10, 2006Aug 30, 2006 (51 d)
Nicole Lee CaringalT. Rowe Price Advisory Services, Inc. no RAUMRaymond James Financial Services, Inc. unclassifiedOtherJul 5, 2006Aug 24, 2006 (50 d)
Peter GruenesT. Rowe Price Advisory Services, Inc. no RAUMTd Ameritrade, Inc. no RAUMOtherJul 5, 2006Jul 10, 2006
Jason LyonsT. Rowe Price Advisory Services, Inc. no RAUME*Trade Capital Management, LLC otherOtherJun 28, 2006Jan 24, 2008 (575 d)
Clark Patrick NeelT. Rowe Price Advisory Services, Inc. no RAUMEdward Jones national BDOtherJun 5, 2006Jun 12, 2006
John Chrisman RobertsonT. Rowe Price Advisory Services, Inc. no RAUMGrove Point Advisors, LLC BD affiliatedOtherJun 1, 2006Feb 4, 2022 (5727 d)
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645 moves match.