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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 |
|---|---|---|---|
| GA | RA | APPROVED | 2023-01-30 |
| MD | RA | APPROVED | 2023-01-26 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Atlantacare, Inc. | Atlanta | GA | 10/1998 | Present |
| Pure Financial Advisors | San Diego | CA | 08/2018 | 02/2019 |
| Alight-Hodges Mace | Atlanta | GA | 10/2016 | 12/2022 |
| Federal Emergency Management Agency (Fema) | Atlanta | GA | 01/2021 | 11/2022 |
| T Rowe Price | Owings Mill | MD | 12/2022 | 05/2025 |
| Alight Solutions | Ball Ground | GA | 09/2021 | 12/2022 |
| T Rowe Price | Owings Mills | MD | 05/2025 | Present |
Trustee for family irrevocable trust, The Ethel Benoit & Janet Radack Irrevocable Trust Dated May 30, 2001, not investment related, 608 Forest Pine Drive, Ball Ground, GA 30107, 1 to hours per month not during trading hours. Pay bills, distribute funds to Ethel Benoit. Sole shareholder of Atlantacare Inc, not investment related, 608 Forest Pine Drive, Ball Ground, GA 30107, Health Insurance Brokerage, Sole Shareholder, 10/1/1998, 1-2 hours per month not during trading hours. Service legacy policy holders as needed. Big Cattle Advisors, not investment related, 608 Forest Pine Drive, Ball Ground, GA 30107, Residential Hanyman Service, Sole Proprietor, 2013, 1-20 hours per month, not during trading hours. Repair Residential Homes Uber, not investment related, 608 Forest Pine Drive, Ball Ground, GA 30107, Ride Share, Drive, Contractor, 2017, 1-8, not during trading hours, ride share driver.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2022-10-18 |
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