DFX Intelligence

RIA Intelligence

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
Juliana RamirezT. Rowe Price Advisory Services, Inc. independent RIACharles Schwab & Co., Inc. national BDRIA to affiliated broker-dealer or bankNov 5, 2018Nov 7, 2018
Joshua Ryan JohnsonT. Rowe Price Advisory Services, Inc. independent RIARaymond James & Associates, Inc. national BDRIA to affiliated broker-dealer or bankNov 5, 2018Nov 8, 2018
Dianna Lynn GalloT. Rowe Price Advisory Services, Inc. independent RIAFacet independent RIARIA to RIAOct 15, 2018Dec 13, 2018 (59 d)
Carly Nicole HughesT. Rowe Price Advisory Services, Inc. independent RIAFidelity Personal And Workplace Advisors BD affiliatedRIA to affiliated broker-dealer or bankOct 15, 2018Oct 5, 2020 (721 d)
Danielle M ChaissonT. Rowe Price Advisory Services, Inc. independent RIACharles Schwab & Co., Inc. national BDRIA to affiliated broker-dealer or bankOct 8, 2018Oct 26, 2018
Kevin Michael WingT. Rowe Price Advisory Services, Inc. independent RIACharles Schwab & Co., Inc. national BDRIA to affiliated broker-dealer or bankOct 8, 2018Oct 31, 2018
Alyssa Nicole NeblettT. Rowe Price Advisory Services, Inc. independent RIARaymond James & Associates, Inc. national BDRIA to affiliated broker-dealer or bankSep 10, 2018Sep 21, 2018
Martin Peter MitelaT. Rowe Price Advisory Services, Inc. independent RIARaymond James & Associates, Inc. national BDRIA to affiliated broker-dealer or bankSep 10, 2018Sep 21, 2018
Edward Nigel WaltersT. Rowe Price Advisory Services, Inc. independent RIAT. Rowe Price Associates, Inc. asset managerOtherSep 7, 2018Sep 7, 2018
Joseph Brian MondellT. Rowe Price Advisory Services, Inc. independent RIARaymond James & Associates, Inc. national BDRIA to affiliated broker-dealer or bankSep 6, 2018Sep 4, 2018
David Wade TomberlinT. Rowe Price Advisory Services, Inc. independent RIARaymond James & Associates, Inc. national BDRIA to affiliated broker-dealer or bankSep 6, 2018Sep 6, 2018
Daniel Scott BareT. Rowe Price Advisory Services, Inc. independent RIARaymond James & Associates, Inc. national BDRIA to affiliated broker-dealer or bankAug 27, 2018Sep 13, 2018
Steven Paul SaundersT. Rowe Price Advisory Services, Inc. independent RIACharles Schwab & Co., Inc. national BDRIA to affiliated broker-dealer or bankAug 20, 2018Sep 6, 2018
Christopher J ScagnelliT. Rowe Price Advisory Services, Inc. independent RIARaymond James Financial Services Advisors, Inc BD affiliatedRIA to affiliated broker-dealer or bankAug 13, 2018Aug 21, 2018
Michael Paul SimonT. Rowe Price Advisory Services, Inc. independent RIAMorgan Stanley wirehouseRIA to wirehouseJul 27, 2018Aug 20, 2018
Jared Edward SandersT. Rowe Price Advisory Services, Inc. independent RIARaymond James & Associates, Inc. national BDRIA to affiliated broker-dealer or bankJul 27, 2018Aug 3, 2018
Dejon Tiffany SingletonT. Rowe Price Advisory Services, Inc. independent RIAAmeriprise Financial Services, LLC national BDRIA to affiliated broker-dealer or bankJul 27, 2018Aug 14, 2018
Keith Bryan ElserT. Rowe Price Advisory Services, Inc. independent RIAMorgan Stanley wirehouseRIA to wirehouseJul 27, 2018Aug 15, 2018
Amanda Jean MillerT. Rowe Price Advisory Services, Inc. independent RIACharles Schwab & Co., Inc. national BDRIA to affiliated broker-dealer or bankJul 24, 2018Aug 2, 2018
Raymond Russell MckenneyT. Rowe Price Advisory Services, Inc. independent RIANewport Group Consulting, LLC institutionalOtherJul 24, 2018Aug 23, 2018
Daniel MartinezT. Rowe Price Advisory Services, Inc. independent RIAOsaic Wealth, Inc. BD affiliatedRIA to affiliated broker-dealer or bankJul 19, 2018Aug 27, 2019 (404 d)
John Charles GeilfussT. Rowe Price Advisory Services, Inc. independent RIAEdelman Financial Services, LLC BD affiliatedRIA to affiliated broker-dealer or bankJul 16, 2018Jul 19, 2018
Christopher K JohnsonT. Rowe Price Advisory Services, Inc. independent RIARaymond James & Associates, Inc. national BDRIA to affiliated broker-dealer or bankJul 16, 2018Jul 19, 2018
Salvador Roberto RosasT. Rowe Price Advisory Services, Inc. independent RIAUsaa Investment Services Company BD affiliatedRIA to affiliated broker-dealer or bankJun 25, 2018Mar 19, 2019 (267 d)
Cameron John GardnerT. Rowe Price Advisory Services, Inc. independent RIARaymond James & Associates, Inc. national BDRIA to affiliated broker-dealer or bankJun 15, 2018Jun 27, 2018
Roberto Antonio RodriguezT. Rowe Price Advisory Services, Inc. independent RIANationwide Investment Advisors, LLC BD affiliatedRIA to affiliated broker-dealer or bankJun 8, 2018Aug 29, 2018 (82 d)
Andrew J. BrownT. Rowe Price Advisory Services, Inc. independent RIAMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseRIA to wirehouseJun 8, 2018Aug 1, 2018 (54 d)
Christopher S SpearT. Rowe Price Advisory Services, Inc. independent RIARaymond James & Associates, Inc. national BDRIA to affiliated broker-dealer or bankMay 22, 2018May 25, 2018
Michael Alan HayT. Rowe Price Advisory Services, Inc. independent RIATd Ameritrade, Inc. no RAUMOtherApr 19, 2018May 4, 2018
Constante Ross AbayaT. Rowe Price Advisory Services, Inc. independent RIAMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseRIA to wirehouseMar 27, 2018Nov 21, 2018 (239 d)
Jesse L PerryT. Rowe Price Advisory Services, Inc. independent RIA1st Global Advisors Inc BD affiliatedRIA to affiliated broker-dealer or bankMar 27, 2018Oct 1, 2018 (188 d)
Gregory Joseph BakerT. Rowe Price Advisory Services, Inc. independent RIACharles Schwab & Co., Inc. national BDRIA to affiliated broker-dealer or bankMar 20, 2018Apr 3, 2018
Bryant MayesT. Rowe Price Advisory Services, Inc. independent RIANationwide Investment Advisors, LLC BD affiliatedRIA to affiliated broker-dealer or bankMar 2, 2018May 31, 2018 (90 d)
Jennifer Diane Bishop KruegerT. Rowe Price Advisory Services, Inc. independent RIACharles Schwab & Co., Inc. national BDRIA to affiliated broker-dealer or bankFeb 22, 2018Mar 12, 2018
John S GoodrichT. Rowe Price Advisory Services, Inc. independent RIAT. Rowe Price Associates, Inc. asset managerOtherFeb 22, 2018Jan 9, 2024 (2147 d)
Aaron M MotaiT. Rowe Price Advisory Services, Inc. independent RIAUsaa Investment Services Company BD affiliatedRIA to affiliated broker-dealer or bankFeb 22, 2018Jul 10, 2019 (503 d)
Chadd Jason EatonT. Rowe Price Advisory Services, Inc. independent RIAWells Fargo Advisors wirehouseRIA to wirehouseFeb 22, 2018Feb 28, 2018
Robert Heiskell HillT. Rowe Price Advisory Services, Inc. otherMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseOtherOct 30, 2017Nov 20, 2017
Megan Lee MullanT. Rowe Price Advisory Services, Inc. otherHarbor Investment Advisory, LLC otherOtherOct 30, 2017Oct 27, 2017
Ryan Lee DippoldT. Rowe Price Advisory Services, Inc. otherFisher Investments otherOtherOct 17, 2017Nov 16, 2017
Lemium JohnsonT. Rowe Price Advisory Services, Inc. otherMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseOtherOct 9, 2017Apr 24, 2018 (197 d)
Brandon Phillip-CheeksT. Rowe Price Advisory Services, Inc. otherMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseOtherSep 18, 2017Oct 16, 2017
Emily Marie HarperT. Rowe Price Advisory Services, Inc. otherMonument Wealth Management otherOtherSep 13, 2017Oct 6, 2017
Kerry Joseph HilsabeckT. Rowe Price Advisory Services, Inc. otherThree Points Financial, Inc. independent RIAOtherSep 5, 2017Apr 17, 2018 (224 d)
Matthew James FrainT. Rowe Price Advisory Services, Inc. otherEmpower Advisory Group, LLC BD affiliatedOtherSep 5, 2017Mar 2, 2023 (2004 d)
Ashley RowettT. Rowe Price Advisory Services, Inc. otherMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseOtherAug 22, 2017Aug 28, 2017
Timothy David BirchT. Rowe Price Advisory Services, Inc. otherDimensional Fund Advisors LP asset managerOtherJul 27, 2017Jun 8, 2018 (316 d)
Patrick Frank WatsonT. Rowe Price Advisory Services, Inc. otherAlliancebernstein L.P. otherOtherJul 3, 2017Jul 28, 2017
James Gregory SweetT. Rowe Price Advisory Services, Inc. otherTd Ameritrade, Inc. no RAUMOtherMay 25, 2017Jun 26, 2017 (32 d)
Timothy Michael SachsT. Rowe Price Advisory Services, Inc. otherPark Avenue Securities LLC BD affiliatedOtherMay 9, 2017Feb 7, 2018 (274 d)
John RohrsT. Rowe Price Advisory Services, Inc. otherMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseOtherApr 28, 2017Apr 27, 2026 (3286 d)
Charles L PizzilloT. Rowe Price Advisory Services, Inc. otherMorgan Stanley wirehouseOtherApr 28, 2017Feb 14, 2018 (292 d)
Anthony Jules TheodoreT. Rowe Price Advisory Services, Inc. otherTd Ameritrade Investment Management, LLC otherOtherApr 17, 2017May 8, 2017
Michael GrossmanT. Rowe Price Advisory Services, Inc. otherWells Fargo Advisors wirehouseOtherApr 10, 2017Oct 2, 2018 (540 d)
Corey Jerome BryantT. Rowe Price Advisory Services, Inc. no RAUMMcbroom & Associates, LLC independent RIAOtherMar 22, 2017Jul 2, 2025 (3024 d)
Gary Michael StevensT. Rowe Price Advisory Services, Inc. no RAUMMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseOtherJan 19, 2017Jan 31, 2017
Taylor A HarrounT. Rowe Price Advisory Services, Inc. no RAUMCreative Planning otherOtherJan 9, 2017Feb 2, 2017
Steven Michael JamesT. Rowe Price Advisory Services, Inc. no RAUMPks Investment Advisors LLC otherOtherJan 4, 2017Jan 10, 2017
Jonathan Michael FeolaT. Rowe Price Advisory Services, Inc. no RAUMEmpower Advisory Group, LLC otherOtherJan 3, 2017Jan 31, 2017
Nathan Hale PfeifferT. Rowe Price Advisory Services, Inc. no RAUMT. Rowe Price Associates, Inc. asset managerOtherOct 31, 2016Apr 23, 2020 (1270 d)
Page 6 of 11PreviousNext
645 moves match.