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Kelli Rebecca Parris

T. Rowe Price Advisory Services, Inc.

Portage, MI

CRD 5586950

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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
MI RA APPROVED 2021-07-08
MD RA APPROVED 2012-10-23
  • MI RA
    APPROVED
    Since 2021-07-08
  • MD RA
    APPROVED
    Since 2012-10-23

Branch Locations

Portage, MI • 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 Investment Services, Inc. Owings Mills MD 12/2006 Present
  • 12/2006 → Present
    T. Rowe Price Investment Services, Inc.
    Owings Mills, MD
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2010-09-01
S63 Uniform Securities Agent State Law Examination 2008-12-17
  • S66 Uniform Combined State Law Examination
    2010-09-01
  • S63 Uniform Securities Agent State Law Examination
    2008-12-17

View on SEC IAPD

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