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
Anthony HincyT. Rowe Price Advisory Services, Inc. no RAUMUsaa Financial Planning Services no RAUMOtherSep 29, 2016Oct 18, 2016
Timothy John PlushT. Rowe Price Advisory Services, Inc. no RAUMTd Ameritrade, Inc. no RAUMOtherAug 22, 2016Sep 6, 2016
Tonya T BurneyT. Rowe Price Advisory Services, Inc. no RAUMEdward Jones national BDOtherAug 22, 2016Jun 2, 2026 (3571 d)
Justin Lawrence SchafferT. Rowe Price Advisory Services, Inc. no RAUMMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseOtherAug 5, 2016Aug 17, 2016
Thomas Randolph FoxT. Rowe Price Advisory Services, Inc. no RAUMMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseOtherJul 11, 2016Jul 26, 2016
Christopher J. RysakT. Rowe Price Advisory Services, Inc. no RAUMCharles Schwab & Co., Inc. national BDOtherJun 21, 2016Jul 14, 2016
Jason Bradley BrunsT. Rowe Price Advisory Services, Inc. no RAUMMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseOtherMay 16, 2016May 25, 2016
Alexander UdwariT. Rowe Price Advisory Services, Inc. no RAUMGlobal Financial Private Capital, Inc. otherOtherMay 16, 2016Jun 20, 2016 (35 d)
Margo BryantT. Rowe Price Advisory Services, Inc. no RAUMStrategic Advisers LLC national BDOtherMay 4, 2016May 24, 2016
Charles Joseph KlausmeierT. Rowe Price Advisory Services, Inc. no RAUMUsaa Financial Planning Services no RAUMOtherApr 25, 2016May 13, 2016
Malia Tracy TanakaT. Rowe Price Advisory Services, Inc. no RAUMUsaa Financial Planning Services no RAUMOtherApr 19, 2016May 20, 2016 (31 d)
Lauren Marie FortierT. Rowe Price Advisory Services, Inc. no RAUMAmeriprise Financial Services, LLC national BDOtherApr 12, 2016May 23, 2017 (406 d)
Christopher James McgarveyT. Rowe Price Advisory Services, Inc. no RAUMWall Advisors, Inc. otherOtherApr 12, 2016Jun 8, 2016 (57 d)
Andrew Shepherd TilleyT. Rowe Price Advisory Services, Inc. no RAUMStrategic Advisers LLC national BDOtherApr 5, 2016May 3, 2016
Bradley Dale SchramekT. Rowe Price Advisory Services, Inc. no RAUMTd Ameritrade, Inc. no RAUMOtherMar 15, 2016Mar 23, 2016
Robert E AnkumaT. Rowe Price Advisory Services, Inc. no RAUMPnc Wealth Management otherOtherMar 10, 2016Apr 25, 2016 (46 d)
Michelle Lauren WootenT. Rowe Price Advisory Services, Inc. no RAUMRaymond James & Associates, Inc. national BDOtherFeb 3, 2016Feb 10, 2016
Jason Samuel SperryT. Rowe Price Advisory Services, Inc. no RAUMPrincipal Securities, Inc. otherOtherJan 14, 2016Feb 22, 2016 (39 d)
Brandon AkersT. Rowe Price Advisory Services, Inc. no RAUMStrategic Advisers LLC national BDOtherJan 11, 2016Feb 24, 2016 (44 d)
Dhaval Hiren ShahT. Rowe Price Advisory Services, Inc. no RAUMEdelman Financial Services, LLC otherOtherJan 6, 2016Jan 5, 2016
Lynne Abrahams WhiteheadT. Rowe Price Advisory Services, Inc. no RAUMRaymond James & Associates, Inc. national BDOtherNov 11, 2015Nov 17, 2015
Jacob ChencharT. Rowe Price Advisory Services, Inc. no RAUMFidelity Personal And Workplace Advisors BD affiliatedOtherNov 6, 2015Mar 13, 2019 (1223 d)
Eric Joseph EdwardsT. Rowe Price Advisory Services, Inc. no RAUMM&T Securities, Inc. unclassifiedOtherOct 9, 2015Jan 29, 2016 (112 d)
Jacob Donald WilliamsT. Rowe Price Advisory Services, Inc. no RAUMCharles Schwab & Co., Inc. national BDOtherSep 4, 2015Jan 30, 2017 (514 d)
Paul Leon WrisleyT. Rowe Price Advisory Services, Inc. no RAUMRaymond James & Associates, Inc. national BDOtherAug 6, 2015Aug 3, 2015
Kevin Patrick CothermanT. Rowe Price Advisory Services, Inc. no RAUMMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseOtherJul 23, 2015Aug 19, 2015
Dennis JohnsonT. Rowe Price Advisory Services, Inc. no RAUMStrategic Advisers LLC national BDOtherJun 19, 2015Jul 28, 2015 (39 d)
Joel Robert ZapfT. Rowe Price Advisory Services, Inc. no RAUMSpire Wealth Management, LLC otherOtherJun 5, 2015Jun 18, 2015
Joseph B DanchoT. Rowe Price Advisory Services, Inc. no RAUMFidelity Personal And Workplace Advisors BD affiliatedOtherMay 28, 2015Jun 30, 2022 (2590 d)
Shaun M WeberT. Rowe Price Advisory Services, Inc. no RAUMMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseOtherMay 28, 2015Jun 19, 2015
John David HuddlestonT. Rowe Price Advisory Services, Inc. no RAUMStrategic Advisers LLC national BDOtherMay 11, 2015Jul 8, 2015 (58 d)
Ian Michael FrankT. Rowe Price Advisory Services, Inc. no RAUMTd Ameritrade, Inc. no RAUMOtherMay 11, 2015May 4, 2015
Robert Darryl OlenchalkT. Rowe Price Advisory Services, Inc. no RAUMStrategic Advisers LLC national BDOtherApr 22, 2015Jul 9, 2015 (78 d)
Michelle Lynn EvanichT. Rowe Price Advisory Services, Inc. no RAUMRaymond James & Associates, Inc. national BDOtherApr 22, 2015Apr 23, 2015
Matthew Dillion BlickenderferT. Rowe Price Advisory Services, Inc. no RAUMStrategic Advisers LLC national BDOtherApr 2, 2015May 29, 2015 (57 d)
Lawrence DalessandroT. Rowe Price Advisory Services, Inc. no RAUMEdward Jones national BDOtherMar 30, 2015Jun 6, 2024 (3356 d)
Shantel WashingtonT. Rowe Price Advisory Services, Inc. no RAUMMissionsquare Retirement otherOtherMar 13, 2015Apr 20, 2015 (38 d)
Paul D BishopT. Rowe Price Advisory Services, Inc. no RAUMStrategic Advisers LLC national BDOtherFeb 24, 2015Mar 6, 2015
Keyon Oronde SmithT. Rowe Price Advisory Services, Inc. no RAUMMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseOtherFeb 9, 2015May 1, 2015 (81 d)
Michele Patricia HartmanT. Rowe Price Advisory Services, Inc. no RAUMCommonwealth Financial Network national BDOtherJan 13, 2015Jan 5, 2015
Steven NoceT. Rowe Price Advisory Services, Inc. no RAUMValic Financial Advisors, Inc. otherOtherJan 5, 2015Jan 9, 2015
Charles D FullerT. Rowe Price Advisory Services, Inc. no RAUMTd Ameritrade Investment Management, LLC otherOtherDec 31, 2014Nov 9, 2017 (1044 d)
Audrey Christine WheatT. Rowe Price Advisory Services, Inc. no RAUMCaptrust otherOtherDec 31, 2014Feb 11, 2016 (407 d)
Hugh J. OhernT. Rowe Price Advisory Services, Inc. no RAUMStrategic Advisers LLC national BDOtherDec 23, 2014Jan 15, 2015
Holly Nicole MyersT. Rowe Price Advisory Services, Inc. no RAUMMorgan Stanley wirehouseOtherDec 23, 2014Jan 5, 2015
Paige Tyrone DavisT. Rowe Price Advisory Services, Inc. no RAUMT. Rowe Price Associates, Inc. otherOtherDec 4, 2014Dec 4, 2014
Phillip Michael KlineT. Rowe Price Advisory Services, Inc. no RAUMUsaa Financial Planning Services no RAUMOtherOct 30, 2014Nov 21, 2014
Maxwell Leonard HackerT. Rowe Price Advisory Services, Inc. no RAUMMotley Fool Wealth Management, LLC otherOtherOct 24, 2014Oct 13, 2014
Miguel Angel SaldanaT. Rowe Price Advisory Services, Inc. no RAUMUsaa Financial Planning Services no RAUMOtherOct 24, 2014Nov 21, 2014
Aron MaddoxT. Rowe Price Advisory Services, Inc. no RAUMMML Investors Services, LLC BD affiliatedOtherOct 16, 2014Feb 24, 2023 (3053 d)
Edwin LeeT. Rowe Price Advisory Services, Inc. no RAUMMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseOtherOct 16, 2014Oct 24, 2022 (2930 d)
George William PikounisT. Rowe Price Advisory Services, Inc. no RAUMTd Ameritrade, Inc. no RAUMOtherOct 16, 2014Oct 15, 2014
Mark Andrew ArkelianT. Rowe Price Advisory Services, Inc. no RAUMRaymond James & Associates, Inc. national BDOtherSep 16, 2014Sep 15, 2014
Jesse Armas CampionT. Rowe Price Advisory Services, Inc. no RAUMTd Ameritrade Investment Management, LLC otherOtherSep 16, 2014Sep 30, 2014
Janelle SchultheisT. Rowe Price Advisory Services, Inc. no RAUMStrategic Advisers LLC national BDOtherAug 22, 2014Jan 15, 2015 (146 d)
Sean Anthony ConnollyT. Rowe Price Advisory Services, Inc. no RAUMAdvice And Planning Services otherOtherAug 20, 2014Aug 26, 2014
Nicholas E GlennT. Rowe Price Advisory Services, Inc. no RAUMCharles Schwab & Co., Inc. national BDOtherJul 25, 2014Jan 7, 2015 (166 d)
Scott Gregory BoultonT. Rowe Price Advisory Services, Inc. no RAUMFiduciary Investment Advisors, LLC otherOtherJun 30, 2014Aug 25, 2014 (56 d)
Racquel R SmithT. Rowe Price Advisory Services, Inc. no RAUMMorgan Stanley wirehouseOtherJun 16, 2014Jan 12, 2021 (2402 d)
Justin JoseffyT. Rowe Price Advisory Services, Inc. no RAUMMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseOtherJun 16, 2014Aug 14, 2014 (59 d)
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645 moves match.