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
Darrell ReaganSecurities America Advisors, Inc. otherT. Rowe Price Advisory Services, Inc. no RAUMOtherFeb 14, 2013Mar 19, 2013 (33 d)
Sean Patrick KilcoyneValley Forge Asset Management, LLC otherT. Rowe Price Advisory Services, Inc. no RAUMOtherOct 25, 2012May 9, 2014 (561 d)
Robert Dudley GillMissionsquare Retirement otherT. Rowe Price Advisory Services, Inc. no RAUMOtherJun 29, 2012Feb 5, 2014 (586 d)
Marie Anne CanterburyWells Fargo Advisors wirehouseT. Rowe Price Advisory Services, Inc. no RAUMWirehouse to a newly registered adviser (no RAUM reported yet)Apr 23, 2012Jul 13, 2012 (81 d)
John RohrsWaddell & Reed otherT. Rowe Price Advisory Services, Inc. no RAUMOtherFeb 17, 2012Feb 5, 2014 (719 d)
Peter W LushMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseT. Rowe Price Advisory Services, Inc. no RAUMWirehouse to a newly registered adviser (no RAUM reported yet)Feb 16, 2012Mar 22, 2012 (35 d)
Robert Arnold SkaareCharles Schwab & Co., Inc. national BDT. Rowe Price Advisory Services, Inc. no RAUMAffiliated broker-dealer or bank to a newly registered adviserJan 17, 2012Feb 22, 2012 (36 d)
Debra S HemphillAdvice And Planning Services otherT. Rowe Price Advisory Services, Inc. BD affiliatedOtherNov 19, 2011Oct 11, 2024 (4710 d)
Ryan Christopher HerreraWells Fargo Advisors wirehouseT. Rowe Price Advisory Services, Inc. no RAUMWirehouse to a newly registered adviser (no RAUM reported yet)Oct 25, 2011Nov 2, 2011
Dorothy C SawyerMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseT. Rowe Price Advisory Services, Inc. no RAUMWirehouse to a newly registered adviser (no RAUM reported yet)Oct 10, 2011Nov 3, 2011
Michael R SteinPnc Wealth Management otherT. Rowe Price Advisory Services, Inc. independent RIAOtherApr 4, 2011Mar 26, 2019 (2913 d)
Barbara Ann BieluckiNew England Securities Corporation otherT. Rowe Price Advisory Services, Inc. independent RIAOtherFeb 24, 2011Apr 16, 2019 (2973 d)
Maxwell Leonard HackerEdward Jones national BDT. Rowe Price Advisory Services, Inc. no RAUMAffiliated broker-dealer or bank to a newly registered adviserJan 31, 2011Jun 11, 2012 (497 d)
Hugh J. OhernPnc Wealth Management otherT. Rowe Price Advisory Services, Inc. no RAUMOtherJan 3, 2011Feb 9, 2011 (37 d)
Mary Louise FletcherAlliancebernstein L.P. otherT. Rowe Price Advisory Services, Inc. otherOtherOct 19, 2010Aug 31, 2017 (2508 d)
Chad Michael BermanWells Fargo Advisors wirehouseT. Rowe Price Advisory Services, Inc. no RAUMWirehouse to a newly registered adviser (no RAUM reported yet)Oct 5, 2010Dec 10, 2010 (66 d)
Kyle David SmithWaddell & Reed otherT. Rowe Price Advisory Services, Inc. no RAUMOtherJun 16, 2010Jun 28, 2010
Matthew Dillion BlickenderferWaddell & Reed otherT. Rowe Price Advisory Services, Inc. no RAUMOtherJun 15, 2010Jul 14, 2010
Antonia Milo VaughnWaddell & Reed otherT. Rowe Price Advisory Services, Inc. no RAUMOtherFeb 3, 2010Jun 7, 2012 (855 d)
Eric Lamont WellsMsi Financial Services, Inc. otherT. Rowe Price Advisory Services, Inc. no RAUMOtherJan 15, 2010Jun 28, 2010 (164 d)
John R. PolicastroCharles Schwab & Co., Inc. national BDT. Rowe Price Advisory Services, Inc. no RAUMAffiliated broker-dealer or bank to a newly registered adviserDec 18, 2009Jul 21, 2010 (215 d)
Shawn Allen SacchettiMsi Financial Services, Inc. otherT. Rowe Price Advisory Services, Inc. no RAUMOtherNov 18, 2009Sep 30, 2010 (316 d)
Roben HoffmanEdward Jones national BDT. Rowe Price Advisory Services, Inc. no RAUMAffiliated broker-dealer or bank to a newly registered adviserDec 9, 2008May 6, 2013 (1609 d)
Michelle Elizabeth DockterAmeriprise Advisor Services, Inc. unclassifiedT. Rowe Price Advisory Services, Inc. no RAUMOtherNov 18, 2008Jan 21, 2009 (64 d)
Michael John SkinnerMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseT. Rowe Price Advisory Services, Inc. no RAUMWirehouse to a newly registered adviser (no RAUM reported yet)Oct 13, 2008Nov 20, 2008 (38 d)
Francisco Renato SolisAmeriprise Financial Services, LLC national BDT. Rowe Price Advisory Services, Inc. no RAUMAffiliated broker-dealer or bank to a newly registered adviserJul 14, 2008Oct 1, 2008 (79 d)
April Anne Malicsi OrsiAmeriprise Financial Services, LLC national BDT. Rowe Price Advisory Services, Inc. no RAUMAffiliated broker-dealer or bank to a newly registered adviserJun 3, 2008May 10, 2010 (706 d)
Paul D BishopLincoln Investment otherT. Rowe Price Advisory Services, Inc. no RAUMOtherFeb 28, 2008Apr 23, 2008 (55 d)
Michael Alan AlonsoMorgan Stanley & Co. LLC unclassifiedT. Rowe Price Advisory Services, Inc. no RAUMOtherFeb 25, 2008Apr 24, 2008 (59 d)
Michael Patrick PautaurosWells Fargo Advisors wirehouseT. Rowe Price Advisory Services, Inc. no RAUMWirehouse to a newly registered adviser (no RAUM reported yet)Dec 10, 2007Sep 27, 2010 (1022 d)
David L SteinbergAtlas Private Wealth Management, LLC otherT. Rowe Price Advisory Services, Inc. independent RIAOtherNov 15, 2007Feb 12, 2019 (4107 d)
Hernando ParedesAmeriprise Financial Services, LLC national BDT. Rowe Price Advisory Services, Inc. no RAUMAffiliated broker-dealer or bank to a newly registered adviserNov 6, 2007Jan 24, 2008 (79 d)
Dianna Lynn GalloValic Financial Advisors, Inc. otherT. Rowe Price Advisory Services, Inc. no RAUMOtherOct 31, 2007Nov 2, 2007
Frank PoliEquitable Advisors, LLC national BDT. Rowe Price Advisory Services, Inc. no RAUMAffiliated broker-dealer or bank to a newly registered adviserOct 12, 2007Jun 6, 2008 (238 d)
Mark Andrew ArkelianMorgan Stanley & Co. LLC unclassifiedT. Rowe Price Advisory Services, Inc. no RAUMOtherOct 11, 2007Dec 10, 2007 (60 d)
Jeffrey Scott FedanFederated Investment Counseling otherT. Rowe Price Advisory Services, Inc. no RAUMOtherOct 8, 2007Jan 10, 2008 (94 d)
Brent C HullingRaymond James & Associates, Inc. national BDT. Rowe Price Advisory Services, Inc. no RAUMAffiliated broker-dealer or bank to a newly registered adviserFeb 16, 2007Aug 9, 2007 (174 d)
Mark J. PeloquinClearbridge Investments, LLC otherT. Rowe Price Advisory Services, Inc. no RAUMOtherJan 26, 2007Jan 22, 2009 (727 d)
Jason Bradley BrunsCitigroup Global Markets Inc. otherT. Rowe Price Advisory Services, Inc. no RAUMOtherDec 1, 2006Dec 16, 2015 (3302 d)
Jonathon KnightE*Trade Capital Management, LLC otherT. Rowe Price Advisory Services, Inc. no RAUMOtherOct 11, 2006Dec 6, 2006 (56 d)
Jesse Alan WilsonZions Direct, Inc. unclassifiedT. Rowe Price Advisory Services, Inc. no RAUMOtherSep 22, 2006Oct 23, 2006 (31 d)
Ellis James De JesusAmeriprise Financial Services, LLC national BDT. Rowe Price Advisory Services, Inc. no RAUMAffiliated broker-dealer or bank to a newly registered adviserSep 13, 2006Oct 18, 2006 (35 d)
Michael Ryan DuckettH. Beck, Inc. otherT. Rowe Price Advisory Services, Inc. no RAUMOtherSep 13, 2006Aug 18, 2008 (705 d)
Melissa Renee NaylorA. G. Edwards & Sons, Inc. unclassifiedT. Rowe Price Advisory Services, Inc. no RAUMOtherJul 20, 2006Aug 8, 2006
James MugnoCiticorp Investment Services unclassifiedT. Rowe Price Advisory Services, Inc. independent RIAOtherMay 11, 2006Sep 24, 2018 (4519 d)
Daniela FrickeLPL Financial LLC otherT. Rowe Price Advisory Services, Inc. no RAUMOtherMay 4, 2006May 12, 2006
Cornelius D EvansMorgan Stanley Dw Inc. unclassifiedT. Rowe Price Advisory Services, Inc. independent RIAOtherFeb 14, 2006Feb 15, 2019 (4749 d)
Mathew Christopher LepakTd Ameritrade, Inc. no RAUMT. Rowe Price Advisory Services, Inc. no RAUMOtherFeb 1, 2006Mar 15, 2007 (407 d)
David Harold ApplesteinDunham otherT. Rowe Price Advisory Services, Inc. BD affiliatedOtherJan 31, 2006Mar 18, 2025 (6986 d)
Christopher Peter PhotiouChase Investment Services Corp. otherT. Rowe Price Advisory Services, Inc. no RAUMOtherDec 6, 2005Oct 10, 2013 (2865 d)
Paige Tyrone DavisBanneker Capital Management Corp. unclassifiedT. Rowe Price Advisory Services, Inc. no RAUMOtherJun 28, 2005Oct 29, 2014 (3410 d)
Peter GruenesCharles Schwab & Co., Inc. national BDT. Rowe Price Advisory Services, Inc. no RAUMAffiliated broker-dealer or bank to a newly registered adviserJun 20, 2005Feb 2, 2006 (227 d)
Bradley Hal YatesWaddell & Reed otherT. Rowe Price Advisory Services, Inc. no RAUMOtherApr 29, 2005Mar 20, 2006 (325 d)
Ryan Steele ReeseCharles Schwab & Co., Inc. national BDT. Rowe Price Advisory Services, Inc. no RAUMAffiliated broker-dealer or bank to a newly registered adviserJan 6, 2005Mar 11, 2005 (64 d)
Michael Anthony CapellaUBS Financial Services Inc. wirehouseT. Rowe Price Advisory Services, Inc. no RAUMWirehouse to a newly registered adviser (no RAUM reported yet)Nov 3, 2004Jan 3, 2005 (61 d)
Gary Michael StevensLegg Mason Wood Walker, Incorporated unclassifiedT. Rowe Price Advisory Services, Inc. no RAUMOtherAug 6, 2004Sep 24, 2010 (2240 d)
Keith Patrick McgurrinMorgan Stanley Dw Inc. unclassifiedT. Rowe Price Advisory Services, Inc. no RAUMOtherJun 18, 2004Mar 16, 2010 (2097 d)
Christopher Todd ChilcoatLegg Mason Wood Walker, Incorporated unclassifiedT. Rowe Price Advisory Services, Inc. no RAUMOtherJun 15, 2004Aug 9, 2004 (55 d)
James Gregory EverlofLiberty Ridge Capital unclassifiedT. Rowe Price Advisory Services, Inc. no RAUMOtherApr 6, 2004Apr 27, 2004
Marzena Beata HanekInvest Financial Corporation otherT. Rowe Price Advisory Services, Inc. no RAUMOtherFeb 10, 2004May 27, 2004 (107 d)
Page 5 of 6PreviousNext
306 moves match.