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Benjamin Roosevelt Taylor

T. Rowe Price Advisory Services, Inc.

Colorado Springs, CO

CRD 7069133

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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
CO RA APPROVED 2021-05-20
  • CO RA
    APPROVED
    Since 2021-05-20

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
T. Rowe Price Colorado Springs CO 01/2019 Present
Csaa Insurance Group Colorado Springs CO 06/2017 11/2018
Blue Cross And Blue Shield Of La Baton Rouge LA 10/2015 06/2017
  • 01/2019 → Present
    T. Rowe Price
    Colorado Springs, CO
  • 06/2017 → 11/2018
    Csaa Insurance Group
    Colorado Springs, CO
  • 10/2015 → 06/2017
    Blue Cross And Blue Shield Of La
    Baton Rouge, LA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-05-18
S63 Uniform Securities Agent State Law Examination 2019-07-19
  • S66 Uniform Combined State Law Examination
    2021-05-18
  • S63 Uniform Securities Agent State Law Examination
    2019-07-19
Other Names
  • Benjamin Roosevelt Taylor

View on SEC IAPD

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