DFX Intelligence

RIA Intelligence

Advisor moves

Arrivals at 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
Erich Francis LuebkertVanguard Advisers, Inc. BD affiliatedT. Rowe Price Advisory Services, Inc. independent RIAAffiliated broker-dealer or bank to independent RIAFeb 22, 2021Mar 5, 2021
Edward L. GrayTd Ameritrade, Inc. no RAUMT. Rowe Price Advisory Services, Inc. independent RIAOtherJan 11, 2021Apr 7, 2021 (86 d)
Steven PageTd Ameritrade, Inc. no RAUMT. Rowe Price Advisory Services, Inc. independent RIAOtherJan 11, 2021Apr 27, 2021 (106 d)
Bradley Dale SchramekLPL Financial LLC BD affiliatedT. Rowe Price Advisory Services, Inc. independent RIAAffiliated broker-dealer or bank to independent RIANov 13, 2020Nov 19, 2020
Greg L KokemullerRaymond James & Associates, Inc. national BDT. Rowe Price Advisory Services, Inc. independent RIAAffiliated broker-dealer or bank to independent RIAOct 9, 2020Aug 9, 2022 (669 d)
Isaac J Hinojos MartinezCharles Schwab & Co., Inc. national BDT. Rowe Price Advisory Services, Inc. independent RIAAffiliated broker-dealer or bank to independent RIAAug 20, 2020Apr 20, 2021 (243 d)
Jennifer WhelleyFidelity Personal And Workplace Advisors BD affiliatedT. Rowe Price Advisory Services, Inc. independent RIAAffiliated broker-dealer or bank to independent RIAAug 20, 2020Sep 11, 2020
Susan Diane AuerUsaa Investment Services Company no RAUMT. Rowe Price Advisory Services, Inc. independent RIAOtherJul 8, 2020Nov 17, 2020 (132 d)
Michael Hanson FestaMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseT. Rowe Price Advisory Services, Inc. independent RIAWirehouse to independent RIAJul 1, 2020Jul 7, 2020
Tyler MillsMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseT. Rowe Price Advisory Services, Inc. independent RIAWirehouse to independent RIAMar 23, 2020May 19, 2020 (57 d)
Zacharry WilsonAmeriprise Financial Services, LLC national BDT. Rowe Price Advisory Services, Inc. independent RIAAffiliated broker-dealer or bank to independent RIAMar 20, 2020Jun 12, 2020 (84 d)
Lewis J BrownMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseT. Rowe Price Advisory Services, Inc. independent RIAWirehouse to independent RIAMar 16, 2020Apr 29, 2020 (44 d)
Delaszo Isaiah SmithPark Avenue Securities LLC BD affiliatedT. Rowe Price Advisory Services, Inc. independent RIAAffiliated broker-dealer or bank to independent RIADec 13, 2019Jan 23, 2020 (41 d)
Bryan JohnsonCharles Schwab & Co., Inc. national BDT. Rowe Price Advisory Services, Inc. independent RIAAffiliated broker-dealer or bank to independent RIANov 22, 2019Dec 9, 2019
Joseph M TurekMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseT. Rowe Price Advisory Services, Inc. independent RIAWirehouse to independent RIAOct 7, 2019Oct 10, 2019
Michael LigonsMorgan Stanley wirehouseT. Rowe Price Advisory Services, Inc. BD affiliatedWirehouse to affiliated broker-dealer or bankOct 2, 2019Sep 15, 2026 (2540 d)
Lemium JohnsonNationwide Investment Advisors, LLC BD affiliatedT. Rowe Price Advisory Services, Inc. independent RIAAffiliated broker-dealer or bank to independent RIASep 25, 2019Oct 2, 2019
Ravneet Singh ChadhaMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseT. Rowe Price Advisory Services, Inc. independent RIAWirehouse to independent RIASep 16, 2019May 4, 2021 (596 d)
Michael Brandon WhitemanUsaa Investment Services Company BD affiliatedT. Rowe Price Advisory Services, Inc. independent RIAAffiliated broker-dealer or bank to independent RIASep 13, 2019Oct 8, 2019
Craig Michael GrossVanguard Advisers, Inc. BD affiliatedT. Rowe Price Advisory Services, Inc. independent RIAAffiliated broker-dealer or bank to independent RIASep 6, 2019Sep 16, 2019
John Robert CrowellOrion Portfolio Solutions, LLC independent RIAT. Rowe Price Advisory Services, Inc. independent RIARIA to RIAAug 21, 2019Jun 18, 2020 (302 d)
Kristina R MeisnerUsaa Investment Services Company BD affiliatedT. Rowe Price Advisory Services, Inc. independent RIAAffiliated broker-dealer or bank to independent RIAAug 14, 2019Aug 23, 2019
Logan Michael LevinVanguard Advisers, Inc. BD affiliatedT. Rowe Price Advisory Services, Inc. independent RIAAffiliated broker-dealer or bank to independent RIAAug 1, 2019Aug 8, 2019
Malcolm ReynoldsMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseT. Rowe Price Advisory Services, Inc. independent RIAWirehouse to independent RIAJul 19, 2019Aug 16, 2019
Emily HersteinJemma Financial Services otherT. Rowe Price Advisory Services, Inc. independent RIAOtherJul 17, 2019Aug 9, 2019
David BowenAllstate Financial Advisors, LLC BD affiliatedT. Rowe Price Advisory Services, Inc. independent RIAAffiliated broker-dealer or bank to independent RIAJul 9, 2019Nov 12, 2021 (857 d)
Christopher Richard RubyAllstate Financial Advisors, LLC BD affiliatedT. Rowe Price Advisory Services, Inc. independent RIAAffiliated broker-dealer or bank to independent RIAJul 5, 2019Aug 9, 2019 (35 d)
Robert Heiskell HillMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseT. Rowe Price Advisory Services, Inc. independent RIAWirehouse to independent RIAJun 14, 2019Aug 1, 2019 (48 d)
Michael Thomas SamraMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseT. Rowe Price Advisory Services, Inc. independent RIAWirehouse to independent RIAMay 28, 2019Aug 8, 2019 (72 d)
Lauren Nicole SzczyborMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseT. Rowe Price Advisory Services, Inc. independent RIAWirehouse to independent RIAMay 21, 2019Jun 11, 2019
Joel Robert ZapfAmeriprise Financial Services, LLC national BDT. Rowe Price Advisory Services, Inc. independent RIAAffiliated broker-dealer or bank to independent RIAMay 9, 2019Jun 10, 2019 (32 d)
Jordan Alan YeomansMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseT. Rowe Price Advisory Services, Inc. independent RIAWirehouse to independent RIAMay 2, 2019Jun 11, 2019 (40 d)
Matthew StuckeyNorthwestern Mutual Investment Services,LLC no RAUMT. Rowe Price Advisory Services, Inc. independent RIAOtherApr 18, 2019Jun 6, 2019 (49 d)
Robert Arnold SkaareT. Rowe Price Associates, Inc. asset managerT. Rowe Price Advisory Services, Inc. independent RIAOtherApr 15, 2019Apr 15, 2019
Holly N HuberT. Rowe Price Associates, Inc. asset managerT. Rowe Price Advisory Services, Inc. independent RIAOtherApr 15, 2019Apr 15, 2019
Cesar Ernesto Silva-MedinaMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseT. Rowe Price Advisory Services, Inc. independent RIAWirehouse to independent RIAMar 26, 2019Apr 11, 2019
Sophat HengFirst Command Advisory Services BD affiliatedT. Rowe Price Advisory Services, Inc. independent RIAAffiliated broker-dealer or bank to independent RIAMar 18, 2019Apr 11, 2019
Joseph AltschulerMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseT. Rowe Price Advisory Services, Inc. independent RIAWirehouse to independent RIAMar 8, 2019Mar 15, 2019
Angela M LancasterUsaa Investment Services Company BD affiliatedT. Rowe Price Advisory Services, Inc. independent RIAAffiliated broker-dealer or bank to independent RIAMar 1, 2019Jan 2, 2020 (307 d)
Zakia Khan WeberMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseT. Rowe Price Advisory Services, Inc. independent RIAWirehouse to independent RIAFeb 27, 2019Apr 11, 2019 (43 d)
Matthew WenzlaffPruco Securities, LLC BD affiliatedT. Rowe Price Advisory Services, Inc. independent RIAAffiliated broker-dealer or bank to independent RIAFeb 20, 2019Feb 26, 2019
Sarah Elizabeth WhiteMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseT. Rowe Price Advisory Services, Inc. independent RIAWirehouse to independent RIAJan 22, 2019Jun 5, 2019 (134 d)
Michael P BrunoCetera Investment Advisers LLC BD affiliatedT. Rowe Price Advisory Services, Inc. independent RIAAffiliated broker-dealer or bank to independent RIAJan 18, 2019Mar 7, 2019 (48 d)
Wendy Sue ChavezRaymond James & Associates, Inc. national BDT. Rowe Price Advisory Services, Inc. independent RIAAffiliated broker-dealer or bank to independent RIANov 20, 2018Feb 26, 2019 (98 d)
Zeyn E DesaiPnc Wealth Management BD affiliatedT. Rowe Price Advisory Services, Inc. independent RIAAffiliated broker-dealer or bank to independent RIAOct 25, 2018Aug 5, 2019 (284 d)
Jesse L Perry1st Global Advisors Inc BD affiliatedT. Rowe Price Advisory Services, Inc. independent RIAAffiliated broker-dealer or bank to independent RIAOct 11, 2018Jan 3, 2019 (84 d)
Melinda Loren Manning RobinsonMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseT. Rowe Price Advisory Services, Inc. independent RIAWirehouse to independent RIAOct 2, 2018Feb 22, 2019 (143 d)
Scott DutcherPgim Investments LLC asset managerT. Rowe Price Advisory Services, Inc. independent RIAOtherSep 12, 2018Sep 12, 2018
Danielle Marie KalkmanMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseT. Rowe Price Advisory Services, Inc. independent RIAWirehouse to independent RIAAug 14, 2018Jun 19, 2019 (309 d)
Matthew BilleMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseT. Rowe Price Advisory Services, Inc. independent RIAWirehouse to independent RIAAug 1, 2018Aug 5, 2019 (369 d)
Erin Marie HoganEquitable Advisors, LLC national BDT. Rowe Price Advisory Services, Inc. independent RIAAffiliated broker-dealer or bank to independent RIAJul 6, 2018Nov 5, 2018 (122 d)
Steven Michael JamesPks Investment Advisors LLC independent RIAT. Rowe Price Advisory Services, Inc. independent RIARIA to RIAJun 25, 2018Sep 20, 2018 (87 d)
Richard E FalcioneAmundi Pioneer Institutional Asset Management, Inc. otherT. Rowe Price Advisory Services, Inc. independent RIAOtherMay 25, 2018Jun 15, 2018
Michael Connor CallahanLord, Abbett & Co. LLC asset managerT. Rowe Price Advisory Services, Inc. independent RIAOtherApr 30, 2018Oct 16, 2018 (169 d)
Stephanie PackMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseT. Rowe Price Advisory Services, Inc. independent RIAWirehouse to independent RIAApr 5, 2018Oct 12, 2018 (190 d)
Pavel PetrashPnc Wealth Management BD affiliatedT. Rowe Price Advisory Services, Inc. independent RIAAffiliated broker-dealer or bank to independent RIAMar 22, 2018Apr 12, 2018
Craig ElliottMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseT. Rowe Price Advisory Services, Inc. independent RIAWirehouse to independent RIAMar 16, 2018Apr 5, 2018
Christopher John ArkfeldTd Ameritrade Investment Management, LLC independent RIAT. Rowe Price Advisory Services, Inc. independent RIARIA to RIAMar 12, 2018Oct 18, 2018 (220 d)
Christian James NesherBlackrock Fund Advisors otherT. Rowe Price Advisory Services, Inc. independent RIAOtherMar 9, 2018Oct 16, 2018 (221 d)
George Nepacena MejiaScottrade Investment Management BD affiliatedT. Rowe Price Advisory Services, Inc. independent RIAAffiliated broker-dealer or bank to independent RIAMar 9, 2018Dec 10, 2019 (641 d)
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304 moves match.