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Joshua Ryan Green

T. Rowe Price Associates, Inc.

Wheaton, IL

CRD 5717045

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Employer firm

T. Rowe Price Associates, Inc. CRD 105496

$2.20T regulatory AUM 83 advisory clients

Reported services (Item 5G)

  • Portfolio management (individuals)
  • Portfolio management (investment companies)
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
T. Rowe Price Associates, Inc.

1307 Point Street, Baltimore, MD 21231 • United States

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2024-06-25
IN RA APPROVED 2024-01-31
MD RA APPROVED 2024-01-31
  • IL RA
    APPROVED
    Since 2024-06-25
  • IN RA
    APPROVED
    Since 2024-01-31
  • MD RA
    APPROVED
    Since 2024-01-31

Branch Locations

Wheaton, IL • 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
Invesco Downers Grove IL 11/2015 02/2017
American Funds Carmel IN 03/2017 04/2020
American Funds Carmel IN 04/2020 01/2021
American Funds Carmel IN 01/2021 11/2023
T.ROwe Price Baltimore MD 12/2023 06/2026
T Rowe Price Baltimore MD 06/2026 Present
  • 11/2015 → 02/2017
    Invesco
    Downers Grove, IL
  • 03/2017 → 04/2020
    American Funds
    Carmel, IN
  • 04/2020 → 01/2021
    American Funds
    Carmel, IN
  • 01/2021 → 11/2023
    American Funds
    Carmel, IN
  • 12/2023 → 06/2026
    T.ROwe Price
    Baltimore, MD
  • 06/2026 → Present
    T Rowe Price
    Baltimore, MD
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2016-03-08
S63 Uniform Securities Agent State Law Examination 2009-10-21
  • S66 Uniform Combined State Law Examination
    2016-03-08
  • S63 Uniform Securities Agent State Law Examination
    2009-10-21
Other Names
  • Josh Green
  • Joshua R Green

View on SEC IAPD

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