DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

Advisor moves

Arrivals at T. Rowe Price Associates, 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.

Advisor	From	To	Type	Left	Registered
Jason Nusse	Blackrock Financial Management, Inc other	T. Rowe Price Associates, Inc. asset manager	Other	Sep 1, 2026	Sep 10, 2026
Michael Theis	Voya Investment Management Co. LLC asset manager	T. Rowe Price Associates, Inc. asset manager	Other	Aug 5, 2026	Aug 25, 2026
Patrick R Donlan	Principal Securities, Inc. BD affiliated	T. Rowe Price Associates, Inc. asset manager	Other	Jul 15, 2026	Sep 2, 2026 (49 d)
Kevin C Johnson	Allspring Funds Management, LLC asset manager	T. Rowe Price Associates, Inc. asset manager	Other	May 22, 2026	Jul 23, 2026 (62 d)
Maurice P Saluan	John Hancock Investment Management LLC asset manager	T. Rowe Price Associates, Inc. asset manager	Other	Apr 13, 2026	Apr 22, 2026
Zachary M Brain	Valic Financial Advisors, Inc. BD affiliated	T. Rowe Price Associates, Inc. asset manager	Other	Feb 13, 2026	Apr 6, 2026 (52 d)
Joseph A Mcadams	Citizens Securities, Inc. BD affiliated	T. Rowe Price Associates, Inc. asset manager	Other	Jan 7, 2026	Feb 12, 2026 (36 d)
Trevor S Crane	Advice And Planning Services BD affiliated	T. Rowe Price Associates, Inc. asset manager	Other	Oct 3, 2025	Aug 17, 2026 (318 d)
John N Androla	Nuveen Asset Management, LLC mixed wealth	T. Rowe Price Associates, Inc. asset manager	Other	Sep 8, 2025	Sep 25, 2025
Matthew Eisenberg	Lord, Abbett & Co. LLC asset manager	T. Rowe Price Associates, Inc. asset manager	Other	Aug 13, 2025	Jan 30, 2026 (170 d)
Charles R Miller	Advisors Asset Management, Inc. mixed wealth	T. Rowe Price Associates, Inc. asset manager	Other	Aug 12, 2025	Feb 6, 2026 (178 d)
Michelle Lewis	Raymond James Investment Management asset manager	T. Rowe Price Associates, Inc. asset manager	Other	May 2, 2025	Sep 15, 2026 (501 d)
Christopher Burnett	Voya Investment Management Co. LLC asset manager	T. Rowe Price Associates, Inc. asset manager	Other	Apr 23, 2025	Jun 3, 2025 (41 d)
J Tyler Sidney Keith	Fidelity Personal And Workplace Advisors BD affiliated	T. Rowe Price Associates, Inc. asset manager	Other	Feb 11, 2025	Mar 25, 2025 (42 d)
Jordan A Laird	Lord, Abbett & Co. LLC asset manager	T. Rowe Price Associates, Inc. asset manager	Other	Feb 4, 2025	Feb 18, 2025
Steven Seid	Touchstone Advisors Inc asset manager	T. Rowe Price Associates, Inc. asset manager	Other	Jan 24, 2025	Feb 13, 2025
Kate A Davidson	Principal Asset Management other	T. Rowe Price Associates, Inc. asset manager	Other	Jan 17, 2025	Mar 19, 2025 (61 d)
Alec M Mielnicki	The Ameriflex Group BD affiliated	T. Rowe Price Associates, Inc. asset manager	Other	Nov 7, 2024	Dec 4, 2024
Joshua M Horesh	Blackrock Fund Advisors asset manager	T. Rowe Price Associates, Inc. asset manager	Other	Nov 5, 2024	Dec 12, 2024 (37 d)
Justin Woolf	Usi Securities, Inc. no RAUM	T. Rowe Price Associates, Inc. asset manager	Other	Oct 30, 2024	Nov 14, 2024
Conor Ruckert	Columbia Management Investment Advisers, LLC asset manager	T. Rowe Price Associates, Inc. asset manager	Other	Oct 13, 2024	Jan 15, 2025 (94 d)
Daniel A Ortiz	Neuberger Berman Bd LLC no RAUM	T. Rowe Price Associates, Inc. asset manager	Other	Sep 5, 2024	Sep 24, 2024
Stephen Gerard Czajka	Blackrock Financial Management, Inc other	T. Rowe Price Associates, Inc. asset manager	Other	Aug 29, 2024	Sep 9, 2024
Dieynaba Sy	Lazard Asset Management LLC other	T. Rowe Price Associates, Inc. asset manager	Other	Aug 2, 2024	Oct 30, 2024 (89 d)
Laura E Ennis	Fidelity Institutional Wealth Adviser LLC mixed wealth	T. Rowe Price Associates, Inc. asset manager	Other	Jul 16, 2024	Sep 6, 2024 (52 d)
Martin Hillel Tischler	Charles Schwab & Co., Inc. national BD	T. Rowe Price Associates, Inc. asset manager	Other	Jun 12, 2024	Jun 21, 2024
Katie Lawther	Raymond James Financial Services Advisors, Inc BD affiliated	T. Rowe Price Associates, Inc. asset manager	Other	May 31, 2024	Jul 11, 2024 (41 d)
Mark A Endres	Nomura Investment Management Business Trust asset manager	T. Rowe Price Associates, Inc. asset manager	Other	May 9, 2024	Aug 30, 2024 (113 d)
John A Shamet	Vanguard Advisers, Inc. BD affiliated	T. Rowe Price Associates, Inc. asset manager	Other	Mar 7, 2024	May 2, 2024 (56 d)
Anthony C Daniel	Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse	T. Rowe Price Associates, Inc. asset manager	Other	Feb 6, 2024	Mar 27, 2024 (50 d)
Christopher Allen Przicina	Federated Global Investment Management Corp. asset manager	T. Rowe Price Associates, Inc. asset manager	Other	Jan 29, 2024	Sep 13, 2024 (228 d)
Matthew Fehmel	Putnam Investment Management, LLC asset manager	T. Rowe Price Associates, Inc. asset manager	Other	Jan 23, 2024	Dec 11, 2025 (688 d)
Gregory T Marlowe	Clearbridge Investments, LLC mixed wealth	T. Rowe Price Associates, Inc. asset manager	Other	Jan 18, 2024	Oct 28, 2024 (284 d)
Ronnie Key'Sean Terry	Robert W. Baird & Co. Incorporated mixed wealth	T. Rowe Price Associates, Inc. asset manager	Other	Jan 8, 2024	Jan 30, 2024
Joshua Ryan Green	Capital Client Group, Inc. no RAUM	T. Rowe Price Associates, Inc. asset manager	Other	Dec 14, 2023	Jan 31, 2024 (48 d)
Jordan T Krantz	Capital Client Group, Inc. no RAUM	T. Rowe Price Associates, Inc. asset manager	Other	Dec 1, 2023	Jan 10, 2024 (40 d)
Kevin Tessmer	T. Rowe Price Advisory Services, Inc. independent RIA	T. Rowe Price Associates, Inc. asset manager	Other	Nov 15, 2023	Jul 16, 2024 (244 d)
William Gordon Ashby	Orion Portfolio Solutions, LLC BD affiliated	T. Rowe Price Associates, Inc. asset manager	Other	Nov 7, 2023	Feb 23, 2024 (108 d)
Joseph Gilmartin Werling	Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse	T. Rowe Price Associates, Inc. asset manager	Other	Oct 31, 2023	Jan 16, 2024 (77 d)
Kelly G Hammond	Northern Trust Investments, Incorporated asset manager	T. Rowe Price Associates, Inc. asset manager	Other	Oct 12, 2023	Jan 10, 2024 (90 d)
Matthew Gawlowski	Northern Trust Investments, Incorporated asset manager	T. Rowe Price Associates, Inc. asset manager	Other	Oct 12, 2023	May 3, 2024 (204 d)
Brooke A Evans	Capital Client Group, Inc. no RAUM	T. Rowe Price Associates, Inc. asset manager	Other	Oct 5, 2023	Nov 3, 2023
Ross A Lang	New York Life Investment Management LLC asset manager	T. Rowe Price Associates, Inc. asset manager	Other	Oct 2, 2023	Nov 25, 2025 (785 d)
Ryan Joseph Lancaster	Nuveen Asset Management, LLC other	T. Rowe Price Associates, Inc. asset manager	Other	Sep 18, 2023	Nov 1, 2023 (44 d)
Ramy I Sawaged	Advisors Asset Management, Inc. other	T. Rowe Price Associates, Inc. asset manager	Other	Aug 29, 2023	Apr 9, 2024 (224 d)
Peter R Gross	Emerge Capital Management asset manager	T. Rowe Price Associates, Inc. asset manager	Other	Aug 22, 2023	Aug 29, 2023
Supriya Upreti	Morgan Stanley wirehouse	T. Rowe Price Associates, Inc. asset manager	Other	Jun 29, 2023	Feb 25, 2025 (607 d)
Natasha Marie Zelenka	T. Rowe Price Advisory Services, Inc. independent RIA	T. Rowe Price Associates, Inc. asset manager	Other	Jun 28, 2023	Jun 28, 2023
Matthew J Pisanelli	T. Rowe Price Advisory Services, Inc. independent RIA	T. Rowe Price Associates, Inc. asset manager	Other	Jun 19, 2023	Jun 19, 2023
Mark D Tishman	Amundi Asset Management US, Inc. asset manager	T. Rowe Price Associates, Inc. asset manager	Other	May 19, 2023	Jun 13, 2023
David C Massey	Empower Advisory Group, LLC BD affiliated	T. Rowe Price Associates, Inc. asset manager	Other	May 15, 2023	Oct 10, 2024 (514 d)
Elle Page Mcnider	Dimensional Fund Advisors LP asset manager	T. Rowe Price Associates, Inc. asset manager	Other	May 5, 2023	Jun 12, 2023 (38 d)
Colby Hosmer	John Hancock Investment Management LLC asset manager	T. Rowe Price Associates, Inc. asset manager	Other	Mar 15, 2023	Jun 7, 2023 (84 d)
Rohan Sharma	Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse	T. Rowe Price Associates, Inc. asset manager	Other	Nov 21, 2022	Nov 7, 2023 (351 d)
Tigran Kazaryan	Nuveen Asset Management, LLC other	T. Rowe Price Associates, Inc. asset manager	Other	Jul 15, 2022	Feb 20, 2026 (1316 d)
Daniel Escorcia	Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse	T. Rowe Price Associates, Inc. asset manager	Other	May 10, 2022	Jul 6, 2022 (57 d)
Joel G Pare	Citigroup Global Markets Inc. BD affiliated	T. Rowe Price Associates, Inc. asset manager	Other	Mar 29, 2022	Oct 12, 2023 (562 d)
Cheng Qian	Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse	T. Rowe Price Associates, Inc. asset manager	Other	Mar 15, 2022	Jul 1, 2023 (473 d)
Danielle Marie Kalkman	T. Rowe Price Advisory Services, Inc. independent RIA	T. Rowe Price Associates, Inc. asset manager	Other	Feb 28, 2022	Jul 22, 2022 (144 d)
Christopher James Knorr	T. Rowe Price Advisory Services, Inc. independent RIA	T. Rowe Price Associates, Inc. asset manager	Other	Feb 24, 2022	Nov 21, 2023 (635 d)

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142 moves match.