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Greg L Kokemuller

T. Rowe Price Advisory Services, Inc.

Parrish, FL

CRD 4591773

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Employer firm

T. Rowe Price Advisory Services, Inc. CRD 108958

$5.90B regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)

From the firm’s Form ADV. Read the guides:

Current Employers
T. Rowe Price Advisory Services, Inc.

4525 Painters Mills Road, Owings Mills, MD 21117 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2022-08-29
MD RA APPROVED 2022-08-09
  • FL RA
    APPROVED
    Since 2022-08-29
  • MD RA
    APPROVED
    Since 2022-08-09

Branch Locations

Parrish, FL • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Raymond James & Associates St. Petersburg FL 09/2006 10/2020
Raymond James Financial Services St. Petersburg FL 02/2008 10/2020
Unemployed Parrish FL 11/2020 04/2021
Foreside Fund Services, Llc Parrish FL 05/2021 05/2022
Compass Distributors, Llc Parrish FL 05/2021 05/2022
Foreside Distribution Services, L.P. Parrish FL 05/2021 05/2022
Foreside Financial Services, Llc Parrish FL 05/2021 05/2022
Foreside Funds Distributors Llc Parrish FL 05/2021 05/2022
Foreside Global Services, Llc Parrish FL 05/2021 05/2022
Foreside Investment Services, Llc Parrish FL 05/2021 05/2022
Funds Distributor, Llc Parrish FL 05/2021 05/2022
Imst Distributors, Llc Parrish FL 05/2021 05/2022
Orbis Investments (U.S.), Llc Parrish FL 05/2021 05/2022
Quasar Distributors, Llc Parrish FL 05/2021 05/2022
Parnassus Funds Distributor, Llc Parrish FL 05/2021 05/2022
Mgi Funds Distributor, Llc Parrish FL 04/2022 05/2022
Johcm Funds Distributor, Llc Parrish FL 04/2022 05/2022
T Rowe Price Parrish FL 05/2022 07/2026
T Rowe Price Parrish FL 07/2026 Present
  • 09/2006 → 10/2020
    Raymond James & Associates
    St. Petersburg, FL
  • 02/2008 → 10/2020
    Raymond James Financial Services
    St. Petersburg, FL
  • 11/2020 → 04/2021
    Unemployed
    Parrish, FL
  • 05/2021 → 05/2022
    Foreside Fund Services, Llc
    Parrish, FL
  • 05/2021 → 05/2022
    Compass Distributors, Llc
    Parrish, FL
  • 05/2021 → 05/2022
    Foreside Distribution Services, L.P.
    Parrish, FL
  • 05/2021 → 05/2022
    Foreside Financial Services, Llc
    Parrish, FL
  • 05/2021 → 05/2022
    Foreside Funds Distributors Llc
    Parrish, FL
  • 05/2021 → 05/2022
    Foreside Global Services, Llc
    Parrish, FL
  • 05/2021 → 05/2022
    Foreside Investment Services, Llc
    Parrish, FL
  • 05/2021 → 05/2022
    Funds Distributor, Llc
    Parrish, FL
  • 05/2021 → 05/2022
    Imst Distributors, Llc
    Parrish, FL
  • 05/2021 → 05/2022
    Orbis Investments (U.S.), Llc
    Parrish, FL
  • 05/2021 → 05/2022
    Quasar Distributors, Llc
    Parrish, FL
  • 05/2021 → 05/2022
    Parnassus Funds Distributor, Llc
    Parrish, FL
  • 04/2022 → 05/2022
    Mgi Funds Distributor, Llc
    Parrish, FL
  • 04/2022 → 05/2022
    Johcm Funds Distributor, Llc
    Parrish, FL
  • 05/2022 → 07/2026
    T Rowe Price
    Parrish, FL
  • 07/2026 → Present
    T Rowe Price
    Parrish, FL
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2004-08-20
S63 Uniform Securities Agent State Law Examination 2003-06-27
  • S65 Uniform Investment Adviser Law Examination
    2004-08-20
  • S63 Uniform Securities Agent State Law Examination
    2003-06-27
Other Names
  • Greg Lowell Kokemuller

View on SEC IAPD

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