Gregory Lorenzo Dale

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 10/2010 → 08/2021
  Best Buy
  Timonium, MD
• 10/2016 → 01/2018
  T. Rowe Price
  Owings Mills, MD
• 01/2018 → 08/2019
  T. Rowe Price
  Owings Mills, MD
• 08/2019 → 04/2021
  T. Rowe Price
  Owings Mills, MD
• 04/2021 → 05/2022
  T. Rowe Price
  Owings Mills, MD
• 05/2022 → Present
  T. Rowe Price
  Owings Mills, MD

Other Businesses

(1) DoorDash; 7/11/24; Non Investment Related; Dasher; Delivering goods to patrons; 20 hours per month; 0 during trading. (2) Self - Notary Public; Non-Investment Related; 5/2/25; Notary; Validating signatures and identification for documents; 15 hours per month; 15 during trading

Exams

• S66 Uniform Combined State Law Examination
  2024-07-09
• S63 Uniform Securities Agent State Law Examination
  2017-03-20

Other Names

• Gregory Dale
• Gregory Lorenzo Dale
• Gregory Lorenzo Dale