Best Investors Account Sign in

Cody B Cassel

T. Rowe Price Advisory Services, Inc.

Colorado Springs, CO

Claim This Profile
Current Employers
T. Rowe Price Advisory Services, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
CO RA APPROVED 2026-01-28
  • CO RA
    APPROVED
    Since 2026-01-28

Branch Locations

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 09/2025 Present
Pnc Bank Colorado Springs CO 05/2020 09/2025
Renewal By Andersen Indianapolis IN 02/2020 04/2020
Le Meridien Indianapolis Indianapolis IN 04/2019 01/2020
Cherokee Nation Entertainment West Siloam Springs OK 11/2017 03/2019
Oakstar Bank Camdenton MO 01/2016 01/2017
Extended Travel Camdenton MO 02/2017 10/2017
  • 09/2025 → Present
    T. Rowe Price
    Colorado Springs, CO
  • 05/2020 → 09/2025
    Pnc Bank
    Colorado Springs, CO
  • 02/2020 → 04/2020
    Renewal By Andersen
    Indianapolis, IN
  • 04/2019 → 01/2020
    Le Meridien Indianapolis
    Indianapolis, IN
  • 11/2017 → 03/2019
    Cherokee Nation Entertainment
    West Siloam Springs, OK
  • 01/2016 → 01/2017
    Oakstar Bank
    Camdenton, MO
  • 02/2017 → 10/2017
    Extended Travel
    Camdenton, MO
Other Businesses

Uber Non-Investment Related Colorado Springs, Colorado Rideshare driver Independent Contractor Transportation services. 11/18/25 16 hours per month 0 during trading hours

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-12-09
  • S66 Uniform Combined State Law Examination
    2025-12-09

View on SEC IAPD

Other Firms

LPL FINANCIAL LLC
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
SEAMOUNT FINANCIAL GROUP INC
UBS FINANCIAL SERVICES INC.
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
BENJAMIN F. EDWARDS & COMPANY, INC.
OSAIC WEALTH, INC.

Other Investors

KARLA ROSS
TROY CARLSON
JUSTIN BACKSTROM
JANICA JOLI GILLETTE-BACKSTROM
GARY BACKSTROM
Nicholas Dorsett
Patrick Thomas Healy
Christopher Robert Dorsett

Other Offices

LPL FINANCIAL LLC · COLORADO SPRINGS, CO
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · COLORADO SPRINGS, CO
SEAMOUNT FINANCIAL GROUP INC · COLORADO SPRINGS, CO
UBS FINANCIAL SERVICES INC. · COLORADO SPRINGS, CO
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · COLORADO SPRINGS, CO
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC · COLORADO SPGS, CO
BENJAMIN F. EDWARDS & COMPANY, INC. · Colorado Springs, CO
OSAIC WEALTH, INC. · COLORADO SPRINGS, CO

More in Colorado Springs, CO

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor