Brandon Phillip-cheeks

$430B regulatory AUM 407,036 advisory clients

Reported services (Item 5G)

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

270 Park Avenue, New York, NY 10017 • United States

Current Registrations

Authority	Category	Status	Date
MD	RA	APPROVED	2024-04-05
TX	RA	APPROVED	2024-04-05

Branch Locations

620 Cherry Hill Rd, Baltimore, MD 21225 • United States

10801 Falls Rd Ste 1, Lutherville Timonium, MD 21093 • United States

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

Organization	City	State	From	To
T Rowe Price	Owings Mills	MD	05/2014	09/2017
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Hunt Valley	MD	09/2017	04/2024
Bank Of America, N.A.	Hunt Valley	MD	09/2017	04/2024
J.P. Morgan Securities Llc	Baltimore	MD	04/2024	Present
Jpmorgan Chase Bank, N.A.	Baltimore	MD	04/2024	Present
T. Rowe Price Advisory Services, Inc.	Ownings Mills	MD	08/2015	09/2017
T. Rowe Price Investment Services, Inc.	Ownings Mills	MD	05/2014	09/2017

05/2014 → 09/2017

T Rowe Price

Owings Mills, MD
09/2017 → 04/2024

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Hunt Valley, MD
09/2017 → 04/2024

Bank Of America, N.A.

Hunt Valley, MD
04/2024 → Present

J.P. Morgan Securities Llc

Baltimore, MD
04/2024 → Present

Jpmorgan Chase Bank, N.A.

Baltimore, MD
08/2015 → 09/2017

T. Rowe Price Advisory Services, Inc.

Ownings Mills, MD
05/2014 → 09/2017

T. Rowe Price Investment Services, Inc.

Ownings Mills, MD

2017-10-16 → 2024-04-03

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Hunt Valley, MD

Baltimore, MD

Columbia, MD

Baltimore, MD

Lutherville, MD

Bethesda, MD

Reisterstown, MD

Owings Mills, MD

Baltimore, MD

Baltimore, MD

Baltimore, MD
2015-08-25 → 2017-09-18

T. Rowe Price Advisory Services, Inc.

Owings Mills, MD

Code	Exam	Date
S66	Uniform Combined State Law Examination	2015-08-24