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
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)
Opeoluwa O AfeAdvice And Planning Services otherT. Rowe Price Advisory Services, Inc. independent RIAOtherFeb 8, 2018Apr 3, 2018 (54 d)
Christopher David SchwartzAdvice And Planning Services otherT. Rowe Price Advisory Services, Inc. independent RIAOtherFeb 8, 2018Apr 5, 2018 (56 d)
Martin Brian MeaneyNeuberger Berman Bd LLC no RAUMT. Rowe Price Advisory Services, Inc. independent RIAOtherFeb 6, 2018Oct 16, 2018 (252 d)
Cynthia Horn KennedyPrincipal Securities, Inc. otherT. Rowe Price Advisory Services, Inc. independent RIAOtherJan 8, 2018Oct 12, 2018 (277 d)
Andrew WickUBS Financial Services Inc. wirehouseT. Rowe Price Advisory Services, Inc. independent RIAWirehouse to independent RIADec 5, 2017Oct 12, 2018 (311 d)
Kevin HenryEdward Jones national BDT. Rowe Price Advisory Services, Inc. independent RIAAffiliated broker-dealer or bank to independent RIANov 28, 2017Nov 12, 2020 (1080 d)
Daniel Fallon TafoyaUsaa Financial Planning Services no RAUMT. Rowe Price Advisory Services, Inc. otherOtherSep 29, 2017Nov 2, 2017 (34 d)
Avis AustinPruco Securities, LLC otherT. Rowe Price Advisory Services, Inc. independent RIAOtherSep 19, 2017Jan 18, 2019 (486 d)
Brandon AkersConfluence Financial Advisors unclassifiedT. Rowe Price Advisory Services, Inc. otherOtherSep 15, 2017Nov 2, 2017 (48 d)
John Thomas GrayCitigroup Global Markets Inc. otherT. Rowe Price Advisory Services, Inc. independent RIAOtherJul 20, 2017Oct 16, 2018 (453 d)
Jennifer UnderwoodNational Planning Corporation ("Npc Of America" In Fl & Ny) otherT. Rowe Price Advisory Services, Inc. otherOtherJul 17, 2017Aug 31, 2017 (45 d)
Keith Andre HolmesLPL Financial LLC otherT. Rowe Price Advisory Services, Inc. otherOtherMay 25, 2017Jul 19, 2017 (55 d)
Michael Ryan TrujilloThornburg Investment Management Inc otherT. Rowe Price Advisory Services, Inc. otherOtherMay 18, 2017Jun 15, 2017
Philip W CollierRaymond James & Associates, Inc. national BDT. Rowe Price Advisory Services, Inc. otherOtherMay 5, 2017Jun 13, 2017 (39 d)
Richard Michael SchultzBlackrock Investment Management, LLC otherT. Rowe Price Advisory Services, Inc. otherOtherMay 4, 2017Jun 21, 2017 (48 d)
Juliana RamirezMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseT. Rowe Price Advisory Services, Inc. otherOtherApr 24, 2017Jun 14, 2017 (51 d)
Albert Brandon ShirkeyUsaa Financial Planning Services no RAUMT. Rowe Price Advisory Services, Inc. independent RIAOtherMar 3, 2017Jan 25, 2019 (693 d)
Jillian Christine OlsonRBC Capital Markets, LLC national BDT. Rowe Price Advisory Services, Inc. no RAUMOtherMar 2, 2017Mar 28, 2017
Zachary Richard RiesePnc Wealth Management otherT. Rowe Price Advisory Services, Inc. no RAUMOtherMar 1, 2017Mar 24, 2017
Cecil RockhillMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseT. Rowe Price Advisory Services, Inc. independent RIAWirehouse to independent RIAFeb 16, 2017Sep 11, 2018 (572 d)
Carly M NeideckerWells Fargo Advisors wirehouseT. Rowe Price Advisory Services, Inc. independent RIAWirehouse to independent RIAFeb 15, 2017Mar 6, 2024 (2576 d)
Lindsay Frank TheodoreStrategic Advisers LLC national BDT. Rowe Price Advisory Services, Inc. no RAUMOtherJan 31, 2017Jan 27, 2017
Daniel Zanti StrinePnc Wealth Management otherT. Rowe Price Advisory Services, Inc. no RAUMOtherJan 18, 2017Jan 19, 2017
Roger Allen YoungWells Fargo Advisors wirehouseT. Rowe Price Advisory Services, Inc. no RAUMOtherJan 12, 2017Jan 20, 2017
Jeffrey A BurnsSecurian Financial Services, Inc. otherT. Rowe Price Advisory Services, Inc. no RAUMOtherJan 6, 2017Jan 27, 2017
Russell C BurnsVanguard Advisers, Inc. otherT. Rowe Price Advisory Services, Inc. independent RIAOtherDec 27, 2016Aug 25, 2023 (2432 d)
Joseph Brian MondellCavanal Hill Investment Management, Inc. otherT. Rowe Price Advisory Services, Inc. no RAUMOtherDec 22, 2016Jan 17, 2017
David Morton WeeksThornburg Investment Management Inc otherT. Rowe Price Advisory Services, Inc. independent RIAOtherDec 6, 2016Oct 15, 2018 (678 d)
Tara Bates BrummellMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseT. Rowe Price Advisory Services, Inc. otherOtherNov 10, 2016Jul 19, 2017 (251 d)
Kevin Michael KingAdvantage Investment Management, LLC otherT. Rowe Price Advisory Services, Inc. independent RIAOtherNov 1, 2016May 29, 2020 (1305 d)
Andrew Christopher HeigesAdvice And Planning Services otherT. Rowe Price Advisory Services, Inc. no RAUMOtherOct 11, 2016Jan 12, 2017 (93 d)
Matthew J PisanelliBlackrock Investment Management, LLC otherT. Rowe Price Advisory Services, Inc. no RAUMOtherOct 5, 2016Mar 6, 2017 (152 d)
Nolan W PowersAmeriprise Financial Services, LLC national BDT. Rowe Price Advisory Services, Inc. no RAUMOtherJun 8, 2016Jul 26, 2016 (48 d)
Nolan Ryan ReaganRaymond James Financial Services Advisors, Inc otherT. Rowe Price Advisory Services, Inc. no RAUMOtherMar 10, 2016Oct 13, 2016 (217 d)
Christopher John RobinsonEdward Jones national BDT. Rowe Price Advisory Services, Inc. no RAUMOtherFeb 2, 2016Apr 14, 2016 (72 d)
Adam Ira CohenFortigent, LLC otherT. Rowe Price Advisory Services, Inc. independent RIAOtherDec 28, 2015Feb 8, 2018 (773 d)
Christopher S SpearWaddell & Reed otherT. Rowe Price Advisory Services, Inc. no RAUMOtherSep 30, 2015Jan 11, 2016 (103 d)
Megan Lee MullanMcadam LLC otherT. Rowe Price Advisory Services, Inc. no RAUMOtherSep 21, 2015Nov 11, 2015 (51 d)
John Edward ShetterlyEdward Jones national BDT. Rowe Price Advisory Services, Inc. no RAUMOtherAug 25, 2015Sep 16, 2015
Jason C. SmootQp Consulting otherT. Rowe Price Advisory Services, Inc. no RAUMOtherJul 2, 2015Mar 22, 2016 (264 d)
Brittany Nicole ChittamsVanguard Advisers, Inc. otherT. Rowe Price Advisory Services, Inc. no RAUMOtherJun 17, 2015Jun 22, 2015
Eneo Dhimiter DashiWaddell & Reed otherT. Rowe Price Advisory Services, Inc. no RAUMOtherMay 27, 2015Nov 6, 2015 (163 d)
Paul D BishopStrategic Advisers LLC national BDT. Rowe Price Advisory Services, Inc. no RAUMOtherMay 7, 2015Jun 1, 2015
Edward Nigel WaltersJanney Montgomery Scott LLC otherT. Rowe Price Advisory Services, Inc. no RAUMOtherApr 22, 2015Nov 19, 2015 (211 d)
Roberto Antonio RodriguezTd Ameritrade Investment Management, LLC otherT. Rowe Price Advisory Services, Inc. no RAUMOtherMar 23, 2015Nov 4, 2015 (226 d)
Lauren Brooke FerraraStrategic Advisers LLC national BDT. Rowe Price Advisory Services, Inc. independent RIAAffiliated broker-dealer or bank to independent RIAMar 12, 2015Dec 4, 2018 (1363 d)
Anthony Nicholas CefoloMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseT. Rowe Price Advisory Services, Inc. no RAUMOtherFeb 18, 2015Apr 23, 2015 (64 d)
Garrett Steven SiperkoRBC Capital Markets, LLC national BDT. Rowe Price Advisory Services, Inc. independent RIAAffiliated broker-dealer or bank to independent RIAOct 27, 2014Jul 2, 2018 (1344 d)
Tucker Frederick DooleyWaddell & Reed otherT. Rowe Price Advisory Services, Inc. no RAUMOtherOct 21, 2014Apr 25, 2016 (552 d)
William Eugene McdowellEdward Jones national BDT. Rowe Price Advisory Services, Inc. no RAUMOtherSep 2, 2014Oct 2, 2014
Luke Alexander ChenowithPruco Securities, LLC otherT. Rowe Price Advisory Services, Inc. no RAUMOtherJul 17, 2014Aug 20, 2014 (34 d)
Steven Clark EylerNorthwestern Mutual Investment Services,LLC otherT. Rowe Price Advisory Services, Inc. no RAUMOtherJun 9, 2014Aug 13, 2014 (65 d)
Andrew Michael WinnCurian Capital, LLC otherT. Rowe Price Advisory Services, Inc. no RAUMOtherJun 3, 2014Jul 23, 2014 (50 d)
Heidi Christine KaneyNuveen Asset Management, LLC otherT. Rowe Price Advisory Services, Inc. otherOtherOct 31, 2013Aug 30, 2017 (1399 d)
Thomas M MurphyUBS Asset Management (Americas) LLC otherT. Rowe Price Advisory Services, Inc. independent RIAOtherAug 29, 2013Mar 15, 2018 (1659 d)
Erin Sue LanePrincipal Securities, Inc. otherT. Rowe Price Advisory Services, Inc. no RAUMOtherAug 27, 2013Jul 20, 2015 (692 d)
Wayne Conway EwanEdward Jones national BDT. Rowe Price Advisory Services, Inc. otherOtherMay 2, 2013Sep 27, 2017 (1609 d)
Constante Ross AbayaBrandes Investment Partners, LP otherT. Rowe Price Advisory Services, Inc. otherOtherMay 1, 2013Sep 1, 2017 (1584 d)
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306 moves match.