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T. Rowe Price Advisory Services, Inc. CRD 108958
$5.90B regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
4525 Painters Mills Road, Owings Mills, MD 21117 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-09-20 |
| MD | RA | APPROVED | 2024-09-20 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| T. Rowe Price | Tampa | FL | 10/2012 | 02/2019 |
| Raymond James And Associates | St Petersburg | FL | 02/2019 | 04/2022 |
| Polen Capital Management, Llc | Boca Raton | FL | 02/2019 | 11/2023 |
| Foreside Funds Distributors Llc | Boca Raton | FL | 11/2022 | 11/2023 |
| Unemployed | Fort Lauderdale | FL | 11/2023 | 04/2024 |
| T. Rowe Price | Owings Mills | MD | 04/2024 | Present |
1) Will Hunt Properties LLC; Non-Investment Related; Tampa, FL; Real Estate; Owner; Start 03/2022; 1 hours per month
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-06-10 |
| S63 | Uniform Securities Agent State Law Examination | 2015-02-23 |
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