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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
CO RA APPROVED 2026-06-23
  • CO RA
    APPROVED
    Since 2026-06-23

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 05/2016 07/2019
Pick Six Global Logistics 6930 N Sheridan Rd Apt 1 IL 09/2019 12/2024
Unemployed Colorado Springs CO 01/2025 03/2025
Usaa Colorado Springs CO 03/2025 03/2026
T. Rowe Price Investment Services Colorado Springs CO 03/2026 Present
  • 05/2016 → 07/2019
    T. Rowe Price
    Colorado Springs, CO
  • 09/2019 → 12/2024
    Pick Six Global Logistics
    6930 N Sheridan Rd Apt 1, IL
  • 01/2025 → 03/2025
    Unemployed
    Colorado Springs, CO
  • 03/2025 → 03/2026
    Usaa
    Colorado Springs, CO
  • 03/2026 → Present
    T. Rowe Price Investment Services
    Colorado Springs, CO
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-06-15
  • S66 Uniform Combined State Law Examination
    2026-06-15
Other Names
  • Joshua Wayne Clem

View on SEC IAPD

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