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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
GA RA APPROVED 2023-01-30
MD RA APPROVED 2023-01-26
  • GA RA
    APPROVED
    Since 2023-01-30
  • MD RA
    APPROVED
    Since 2023-01-26

Branch Locations

Marietta, GA • 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
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
  • 10/1998 → Present
    Atlantacare, Inc.
    Atlanta, GA
  • 08/2018 → 02/2019
    Pure Financial Advisors
    San Diego, CA
  • 10/2016 → 12/2022
    Alight-Hodges Mace
    Atlanta, GA
  • 01/2021 → 11/2022
    Federal Emergency Management Agency (Fema)
    Atlanta, GA
  • 12/2022 → 05/2025
    T Rowe Price
    Owings Mill, MD
  • 09/2021 → 12/2022
    Alight Solutions
    Ball Ground, GA
  • 05/2025 → Present
    T Rowe Price
    Owings Mills, MD
Previous Registrations
Other Businesses

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.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2022-10-18
  • S63 Uniform Securities Agent State Law Examination
    2022-10-18
Designations
  • Certified Financial Planner
Other Names
  • Joseph Francis Radack

View on SEC IAPD

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