Best Investors Account Sign in
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
CO RA APPROVED 2020-01-02
  • CO RA
    APPROVED
    Since 2020-01-02

Branch Locations

Financial Center Two 2220 Briargate Parkway, Colorado Springs, CO 80920 • 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
Usaa Financial Advisors Inc Colorado Springs CO 11/2012 02/2019
Usaa Financial Planning Services Inc Colorado Springs CO 05/2013 02/2019
Usaa Investment Management Company San Antonio TX 01/2018 02/2019
T Rowe Price Colorado Springs CO 12/2019 Present
Firstier Bank Castle Rock CO 06/2019 12/2019
Folio Financial Colorado Springs CO 03/2019 04/2019
Unemployed Colorado Springs CO 04/2019 05/2019
Unemployed Colorado Springs CO 02/2019 03/2019
  • 11/2012 → 02/2019
    Usaa Financial Advisors Inc
    Colorado Springs, CO
  • 05/2013 → 02/2019
    Usaa Financial Planning Services Inc
    Colorado Springs, CO
  • 01/2018 → 02/2019
    Usaa Investment Management Company
    San Antonio, TX
  • 12/2019 → Present
    T Rowe Price
    Colorado Springs, CO
  • 06/2019 → 12/2019
    Firstier Bank
    Castle Rock, CO
  • 03/2019 → 04/2019
    Folio Financial
    Colorado Springs, CO
  • 04/2019 → 05/2019
    Unemployed
    Colorado Springs, CO
  • 02/2019 → 03/2019
    Unemployed
    Colorado Springs, CO
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2014-06-27
S63 Uniform Securities Agent State Law Examination 2013-01-16
  • S66 Uniform Combined State Law Examination
    2014-06-27
  • S63 Uniform Securities Agent State Law Examination
    2013-01-16
Other Names
  • Angela Michelle Brockington
  • Angela Michelle Lancaster

View on SEC IAPD

Nearby Firms

Nearby Investors

Nearby Offices

More in Colorado Springs, CO

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor