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
Amanda Elizabeth Malone KlinkT. Rowe Price Advisory Services, Inc. no RAUMT. Rowe Price Associates, Inc. asset managerOtherOct 16, 2012Aug 30, 2023 (3970 d)
Michael P BrunoT. Rowe Price Advisory Services, Inc. no RAUMInvestment Centers Of America, Inc. otherOtherOct 5, 2012Oct 30, 2012
Joshua GarfinT. Rowe Price Advisory Services, Inc. no RAUMStrategic Advisers LLC national BDOtherSep 19, 2012Oct 3, 2012
Katheryn P. V. Pine-HolmesT. Rowe Price Advisory Services, Inc. no RAUMStrategic Advisers LLC national BDOtherSep 4, 2012Oct 30, 2012 (56 d)
Chad MillerT. Rowe Price Advisory Services, Inc. no RAUMRaymond James Financial Services Advisors, Inc otherOtherSep 4, 2012Oct 29, 2012 (55 d)
April Anne Malicsi OrsiT. Rowe Price Advisory Services, Inc. no RAUMTransamerica Retirement Advisors, LLC otherOtherJul 17, 2012Mar 27, 2018 (2079 d)
Andrew WickT. Rowe Price Advisory Services, Inc. no RAUMUBS Financial Services Inc. wirehouseOtherJul 10, 2012Dec 5, 2014 (878 d)
Alma Delia MendezT. Rowe Price Advisory Services, Inc. no RAUMAdvice And Planning Services otherOtherJun 29, 2012Jan 8, 2018 (2019 d)
Shannon McskimmingT. Rowe Price Advisory Services, Inc. no RAUMStrategic Advisers LLC national BDOtherJun 4, 2012Dec 10, 2013 (554 d)
Casey James ReaseT. Rowe Price Advisory Services, Inc. no RAUMMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseOtherMay 21, 2012Jun 5, 2012
Dennis J OconnellT. Rowe Price Advisory Services, Inc. no RAUMTd Ameritrade Investment Management, LLC otherOtherMay 7, 2012May 11, 2012
Marco A. SotoT. Rowe Price Advisory Services, Inc. no RAUMMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseOtherApr 25, 2012May 8, 2012
Brandon GattisT. Rowe Price Advisory Services, Inc. no RAUMStrategic Advisers LLC national BDOtherApr 12, 2012Apr 25, 2012
Lindsay Frank TheodoreT. Rowe Price Advisory Services, Inc. no RAUMStrategic Advisers LLC national BDOtherApr 11, 2012May 24, 2013 (408 d)
Daniel Aaron NewmanT. Rowe Price Advisory Services, Inc. no RAUMKey Investment Services LLC otherOtherMar 21, 2012Mar 19, 2012
Christopher RoehrkasseT. Rowe Price Advisory Services, Inc. no RAUMStrategic Advisers LLC national BDOtherMar 8, 2012Apr 17, 2012 (40 d)
Michelle Elizabeth DockterT. Rowe Price Advisory Services, Inc. no RAUMAmeriprise Financial Services, LLC national BDOtherFeb 28, 2012Mar 21, 2012
Shannon LittlejohnT. Rowe Price Advisory Services, Inc. no RAUMMsi Financial Services, Inc. otherOtherJan 25, 2012Mar 27, 2012 (62 d)
David T. KellyT. Rowe Price Advisory Services, Inc. no RAUMStrategic Advisers LLC national BDOtherJan 25, 2012Feb 7, 2012
Blake Edward CorriganT. Rowe Price Advisory Services, Inc. no RAUMStrategic Advisers LLC national BDOtherJan 9, 2012Feb 8, 2012
Chad EberlyT. Rowe Price Advisory Services, Inc. no RAUMM&T Securities, Inc. unclassifiedOtherDec 21, 2011Jan 6, 2012
Apu PatelT. Rowe Price Advisory Services, Inc. no RAUMStrategic Advisers LLC national BDOtherOct 18, 2011Apr 27, 2012 (192 d)
Jonathan Alexander HolmesT. Rowe Price Advisory Services, Inc. no RAUMStrategic Advisers LLC national BDOtherSep 21, 2011Oct 11, 2011
Benjamin Robert HolguinT. Rowe Price Advisory Services, Inc. no RAUMUsaa Financial Planning Services no RAUMOtherJul 26, 2011Aug 25, 2011
Alexander GurinT. Rowe Price Advisory Services, Inc. no RAUME*Trade Capital Management, LLC otherOtherJul 5, 2011Jul 11, 2011
Mark Nicholas PittelkauT. Rowe Price Advisory Services, Inc. no RAUMStrategic Advisers LLC national BDOtherJun 24, 2011Jul 18, 2011
John R. PolicastroT. Rowe Price Advisory Services, Inc. no RAUMChase Investment Services Corp. otherOtherJun 2, 2011Jun 29, 2011
Donald Robert PageT. Rowe Price Advisory Services, Inc. no RAUMUBS Financial Services Inc. wirehouseOtherMay 31, 2011Jun 8, 2011
David Griffin HunterT. Rowe Price Advisory Services, Inc. no RAUMRaymond James & Associates, Inc. national BDOtherMay 3, 2011May 2, 2011
Jae Man ShinT. Rowe Price Advisory Services, Inc. no RAUMT. Rowe Price Associates, Inc. asset managerOtherApr 11, 2011Jun 26, 2019 (2998 d)
David Michael MontgomeryT. Rowe Price Advisory Services, Inc. no RAUMWaddell & Reed otherOtherMar 17, 2011Mar 24, 2011
Greg Alan FulkersonT. Rowe Price Advisory Services, Inc. no RAUMCharles Schwab & Co., Inc. national BDOtherMar 15, 2011Mar 24, 2011
Danielle M PlumbT. Rowe Price Advisory Services, Inc. no RAUMStrategic Advisers LLC national BDOtherMar 4, 2011Apr 21, 2011 (48 d)
Nathan Matthew ArchuletaT. Rowe Price Advisory Services, Inc. no RAUMCommonwealth Financial Network national BDOtherFeb 22, 2011Mar 30, 2011 (36 d)
Frank PoliT. Rowe Price Advisory Services, Inc. no RAUMUBS Financial Services Inc. wirehouseOtherJan 31, 2011Oct 26, 2011 (268 d)
Michael J HartT. Rowe Price Advisory Services, Inc. no RAUMMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseOtherJan 31, 2011Mar 2, 2011
Alfred Ronald SantoT. Rowe Price Advisory Services, Inc. no RAUMPrincipal Securities, Inc. otherOtherJan 7, 2011Apr 18, 2011 (101 d)
Joseph A. DigiovanniT. Rowe Price Advisory Services, Inc. no RAUMStrategic Advisers LLC national BDOtherJan 5, 2011Jan 31, 2011
Phillip Haydn ConnorsT. Rowe Price Advisory Services, Inc. no RAUMValue Financial Advisers, Inc. otherOtherJan 5, 2011Sep 6, 2013 (975 d)
Justin MuhlT. Rowe Price Advisory Services, Inc. no RAUMStrategic Advisers LLC national BDOtherDec 31, 2010Dec 20, 2012 (720 d)
Kevin DesquitadoT. Rowe Price Advisory Services, Inc. no RAUMStrategic Advisers LLC national BDOtherNov 26, 2010Jul 14, 2011 (230 d)
Thomas Tristany TrelaT. Rowe Price Advisory Services, Inc. no RAUMPark Avenue Securities LLC otherOtherNov 18, 2010Sep 4, 2014 (1386 d)
David BowenT. Rowe Price Advisory Services, Inc. no RAUMM&T Securities, Inc. unclassifiedOtherNov 9, 2010Nov 28, 2011 (384 d)
Brian Paul WindsorT. Rowe Price Advisory Services, Inc. no RAUMStrategic Advisers LLC national BDOtherOct 14, 2010Nov 12, 2010
Cheryl Ann CowanT. Rowe Price Advisory Services, Inc. no RAUMAmeriprise Financial Services, LLC national BDOtherAug 13, 2010Oct 11, 2010 (59 d)
David Fritz WirthT. Rowe Price Advisory Services, Inc. no RAUMAdvice And Planning Services otherOtherJul 30, 2010Aug 19, 2010
Eric Lamont WellsT. Rowe Price Advisory Services, Inc. no RAUMCambridge Investment Research Advisors, Inc. BD affiliatedOtherJul 23, 2010Jan 5, 2026 (5645 d)
Eugene A FistaniT. Rowe Price Advisory Services, Inc. no RAUMCuso Financial Services, L.P. otherOtherJul 13, 2010Sep 16, 2010 (65 d)
Logan Kiehl HaagT. Rowe Price Advisory Services, Inc. no RAUMSeason Investments, LLC independent RIAOtherJun 30, 2010Aug 28, 2020 (3712 d)
Angela M. SmithT. Rowe Price Advisory Services, Inc. no RAUMStrategic Advisers LLC national BDOtherJun 17, 2010Dec 12, 2025 (5657 d)
John Phillip ArredondoT. Rowe Price Advisory Services, Inc. no RAUMAdvice And Planning Services otherOtherJun 14, 2010Nov 2, 2012 (872 d)
Seth Alan GusmanT. Rowe Price Advisory Services, Inc. no RAUMEdelman Financial Engines mixed wealthOtherMay 21, 2010Jun 6, 2020 (3669 d)
Michael Anthony CapellaT. Rowe Price Advisory Services, Inc. no RAUMAlliancebernstein L.P. otherOtherMay 21, 2010Jul 27, 2010 (67 d)
Jeffrey Scott FedanT. Rowe Price Advisory Services, Inc. no RAUMFederated Investment Counseling institutionalOtherMay 21, 2010Apr 19, 2018 (2890 d)
Brian L CarpenterT. Rowe Price Advisory Services, Inc. no RAUMStrategic Advisers LLC national BDOtherMay 20, 2010Jul 26, 2010 (67 d)
Jill M. CarrollT. Rowe Price Advisory Services, Inc. no RAUMStrategic Advisers LLC national BDOtherMay 3, 2010Nov 16, 2010 (197 d)
Clint Michael RosebushT. Rowe Price Advisory Services, Inc. no RAUMCharles Schwab & Co., Inc. national BDOtherApr 22, 2010May 10, 2010
Jason Chieh ChaoT. Rowe Price Advisory Services, Inc. no RAUMMorgan Stanley wirehouseOtherMar 22, 2010Jun 28, 2010 (98 d)
Milton Jesus MejiaT. Rowe Price Advisory Services, Inc. no RAUMTransamerica Retirement Advisors, LLC otherOtherMar 19, 2010Jul 14, 2015 (1943 d)
Jonathan McallisterT. Rowe Price Advisory Services, Inc. no RAUMStrategic Advisers LLC national BDOtherMar 2, 2010Mar 17, 2010
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645 moves match.