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
Valerie JoseffyT. Rowe Price Advisory Services, Inc. no RAUMStrategic Advisers LLC national BDOtherJun 16, 2014Aug 8, 2014 (53 d)
Kristina R MeisnerT. Rowe Price Advisory Services, Inc. no RAUMUsaa Financial Planning Services no RAUMOtherJun 16, 2014Jul 11, 2014
Ian Robert YarberryT. Rowe Price Advisory Services, Inc. no RAUMBancwest Investment Services, Inc. (Bwis) otherOtherJun 16, 2014Jan 9, 2015 (207 d)
Benjamin Joseph AshbyT. Rowe Price Advisory Services, Inc. no RAUMTd Ameritrade, Inc. no RAUMOtherJun 2, 2014Jun 4, 2014
Zachary L NewbergT. Rowe Price Advisory Services, Inc. no RAUMAdvice And Planning Services otherOtherMay 23, 2014Jun 3, 2014
Stephen Daniel HeitzmannT. Rowe Price Advisory Services, Inc. no RAUMAdvice And Planning Services otherOtherMay 23, 2014Jul 22, 2014 (60 d)
Tracy Michelle SaylorT. Rowe Price Advisory Services, Inc. no RAUMMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseOtherMay 13, 2014Apr 5, 2016 (693 d)
Nolan Ryan ReaganT. Rowe Price Advisory Services, Inc. no RAUMRaymond James Financial Services Advisors, Inc otherOtherApr 23, 2014Dec 23, 2015 (609 d)
Jeffrey A BurnsT. Rowe Price Advisory Services, Inc. no RAUMSecurian Financial Services, Inc. otherOtherMar 25, 2014May 31, 2016 (798 d)
Thomas A HarmonT. Rowe Price Advisory Services, Inc. no RAUMLcm Global Partners LLC otherOtherFeb 18, 2014May 29, 2015 (465 d)
Lisa Marie WindsorT. Rowe Price Advisory Services, Inc. no RAUMStrategic Advisers LLC national BDOtherJan 24, 2014Mar 6, 2014 (41 d)
Joseph ValdriniT. Rowe Price Advisory Services, Inc. no RAUMMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseOtherJan 16, 2014Feb 26, 2014 (41 d)
Lauren Grace PepeT. Rowe Price Advisory Services, Inc. no RAUMInvestment Centers Of America, Inc. otherOtherJan 16, 2014Jan 23, 2014
Antonia Milo VaughnT. Rowe Price Advisory Services, Inc. no RAUMAdvenire Wealth Management state registeredOtherJan 16, 2014Jan 1, 2026 (4368 d)
Joseph C SimpsonT. Rowe Price Advisory Services, Inc. no RAUMRaymond James Financial Services Advisors, Inc otherOtherDec 31, 2013Jun 2, 2014 (153 d)
Melissa M RupeT. Rowe Price Advisory Services, Inc. no RAUMUsaa Financial Planning Services no RAUMOtherNov 5, 2013Nov 22, 2013
Dean F. BowenT. Rowe Price Advisory Services, Inc. no RAUMPnc Wealth Management otherOtherNov 5, 2013May 6, 2014 (182 d)
Steven MoffatT. Rowe Price Advisory Services, Inc. no RAUMUsaa Financial Planning Services no RAUMOtherNov 4, 2013Nov 22, 2013
Lauren Brooke FerraraT. Rowe Price Advisory Services, Inc. no RAUMStrategic Advisers LLC national BDOtherOct 16, 2013Nov 26, 2013 (41 d)
Peter Vincent SerianoT. Rowe Price Advisory Services, Inc. no RAUMFifth Third Securities, Inc. otherOtherOct 4, 2013Oct 7, 2013
Andrew KesslerT. Rowe Price Advisory Services, Inc. no RAUMStrategic Advisers LLC national BDOtherOct 4, 2013Nov 1, 2013
Earl Franklin VaughnT. Rowe Price Advisory Services, Inc. no RAUMStrategic Advisers LLC national BDOtherSep 5, 2013Sep 25, 2013
Matthew L ElsberryT. Rowe Price Advisory Services, Inc. no RAUMStrategic Advisers LLC national BDOtherSep 5, 2013Oct 8, 2013 (33 d)
Alicia StiversonT. Rowe Price Advisory Services, Inc. no RAUMStrategic Advisers LLC national BDOtherAug 13, 2013Oct 1, 2013 (49 d)
Juliana RamirezT. Rowe Price Advisory Services, Inc. no RAUMTd Ameritrade, Inc. no RAUMOtherAug 7, 2013Aug 21, 2013
Giovanni ForteT. Rowe Price Advisory Services, Inc. no RAUMMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseOtherJul 12, 2013Jul 24, 2013
Gilbert Joseph SchislerT. Rowe Price Advisory Services, Inc. no RAUMUsaa Financial Planning Services no RAUMOtherJul 8, 2013Aug 12, 2013 (35 d)
Kyle Alan HowellT. Rowe Price Advisory Services, Inc. no RAUMCrown Capital Securities, L.P. otherOtherJul 1, 2013Apr 7, 2014 (280 d)
Blagojce KocovskiT. Rowe Price Advisory Services, Inc. no RAUMUsaa Financial Planning Services no RAUMOtherJul 1, 2013Aug 12, 2013 (42 d)
Brian Alexander ZiplerT. Rowe Price Advisory Services, Inc. no RAUMCharles Schwab & Co., Inc. national BDOtherJul 1, 2013Jul 16, 2013
Antonio Marcel BassT. Rowe Price Advisory Services, Inc. no RAUMT. Rowe Price Associates, Inc. otherOtherJun 11, 2013Sep 14, 2017 (1556 d)
Michael Hugh SmithT. Rowe Price Advisory Services, Inc. no RAUMFifth Third Securities, Inc. otherOtherJun 4, 2013Oct 3, 2013 (121 d)
Jonathon KnightT. Rowe Price Advisory Services, Inc. no RAUMMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseOtherJun 3, 2013Jun 24, 2013
Robert Arnold SkaareT. Rowe Price Advisory Services, Inc. no RAUMT. Rowe Price Associates, Inc. asset managerOtherJun 3, 2013Feb 16, 2018 (1719 d)
Marzena Beata HanekT. Rowe Price Advisory Services, Inc. no RAUMMercer Global Advisors Inc. otherOtherJun 3, 2013Sep 11, 2017 (1561 d)
Anthony Nicholas CefoloT. Rowe Price Advisory Services, Inc. no RAUMMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseOtherJun 3, 2013Jul 1, 2013
Elisha Ann Sandhu SanchezT. Rowe Price Advisory Services, Inc. no RAUMMercer Global Advisors Inc. otherOtherJun 3, 2013Feb 11, 2016 (983 d)
Nicholas AgostinoT. Rowe Price Advisory Services, Inc. no RAUMSummit Financial Group Inc otherOtherJun 3, 2013Jun 12, 2015 (739 d)
Chad M FitzpatrickT. Rowe Price Advisory Services, Inc. no RAUMAdvice And Planning Services otherOtherJun 3, 2013Aug 1, 2013 (59 d)
Angel Ivan ColonT. Rowe Price Advisory Services, Inc. no RAUMAdvice And Planning Services otherOtherJun 3, 2013Jul 2, 2013
Megan SpeethT. Rowe Price Advisory Services, Inc. no RAUMStrategic Advisers LLC national BDOtherJun 3, 2013Aug 8, 2013 (66 d)
Sarah De BarrosT. Rowe Price Advisory Services, Inc. no RAUMTd Ameritrade, Inc. no RAUMOtherJun 3, 2013Jun 12, 2013
John Paul DigamonT. Rowe Price Advisory Services, Inc. no RAUMScottrade Investment Management otherOtherJun 3, 2013Mar 27, 2017 (1393 d)
Kyle David SmithT. Rowe Price Advisory Services, Inc. no RAUMStrategic Advisers LLC national BDOtherJun 3, 2013Aug 1, 2013 (59 d)
Gregory Dennis BurdT. Rowe Price Advisory Services, Inc. no RAUMAdvice And Planning Services otherOtherJun 3, 2013Aug 20, 2013 (78 d)
Thomas Lee Morris JrT. Rowe Price Advisory Services, Inc. no RAUMStrategic Advisers LLC national BDOtherMay 30, 2013Jul 7, 2014 (403 d)
Ryan Christopher HerreraT. Rowe Price Advisory Services, Inc. no RAUMTd Ameritrade Investment Management, LLC otherOtherApr 19, 2013Apr 22, 2013
Hernando ParedesT. Rowe Price Advisory Services, Inc. no RAUMStrategic Advisers LLC national BDOtherApr 17, 2013Nov 15, 2013 (212 d)
Ronald VornbergT. Rowe Price Advisory Services, Inc. no RAUMCharles Schwab & Co., Inc. national BDOtherApr 17, 2013May 30, 2023 (3695 d)
Derrick Kyle HobbsT. Rowe Price Advisory Services, Inc. no RAUMTd Ameritrade, Inc. no RAUMOtherApr 4, 2013May 31, 2013 (57 d)
Kyle Anthony RichardsonT. Rowe Price Advisory Services, Inc. no RAUMUsaa Financial Planning Services no RAUMOtherFeb 28, 2013Apr 4, 2013 (35 d)
Lauren Marie BradleyT. Rowe Price Advisory Services, Inc. no RAUMCaptrust institutionalOtherFeb 22, 2013Jul 17, 2026 (4893 d)
Charles Christopher StennettT. Rowe Price Advisory Services, Inc. no RAUMUsaa Financial Planning Services no RAUMOtherFeb 22, 2013Apr 4, 2013 (41 d)
Anthony Clarence BlauertT. Rowe Price Advisory Services, Inc. no RAUMWells Fargo Advisors wirehouseOtherFeb 4, 2013Feb 4, 2013
Kazumi S SantiagoT. Rowe Price Advisory Services, Inc. no RAUMMorgan Stanley wirehouseOtherJan 25, 2013Mar 1, 2013 (35 d)
Joshua LebsonT. Rowe Price Advisory Services, Inc. no RAUMPnc Wealth Management otherOtherJan 16, 2013Jan 30, 2013
Joseph Carl DellutriT. Rowe Price Advisory Services, Inc. no RAUMInvestment Centers Of America, Inc. otherOtherJan 4, 2013Jan 15, 2013
Jordan Elliott LeuschkeT. Rowe Price Advisory Services, Inc. no RAUMCharles Schwab & Co., Inc. national BDOtherJan 4, 2013Feb 15, 2013 (42 d)
Benjamin Clifford HeikesT. Rowe Price Advisory Services, Inc. no RAUMStrategic Advisers LLC national BDOtherNov 28, 2012Jan 29, 2013 (62 d)
Brice W PayneT. Rowe Price Advisory Services, Inc. no RAUMPnc Wealth Management otherOtherOct 26, 2012Mar 6, 2013 (131 d)
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645 moves match.