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Current Employers
T. Rowe Price Associates, Inc.

1307 Point Street, Baltimore, MD 21231 • United States

Current Registrations

AuthorityCategoryStatusDate
MD RA APPROVED 2024-02-23
  • MD RA
    APPROVED
    Since 2024-02-23

Branch Locations

1307 Point Street, Baltimore, MD 21231 • 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
Coastal Carolina University Conway SC 05/2012 12/2017
Wyndham Vacation Ownership North Myrtle Beach SC 06/2015 11/2016
Brinker Capital Berwyn PA 01/2018 11/2023
Orion Portfolio Solutions Omaha NE 01/2022 11/2023
T. Rowe Price Baltimore MD 11/2023 Present
  • 05/2012 → 12/2017
    Coastal Carolina University
    Conway, SC
  • 06/2015 → 11/2016
    Wyndham Vacation Ownership
    North Myrtle Beach, SC
  • 01/2018 → 11/2023
    Brinker Capital
    Berwyn, PA
  • 01/2022 → 11/2023
    Orion Portfolio Solutions
    Omaha, NE
  • 11/2023 → Present
    T. Rowe Price
    Baltimore, MD
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2019-04-16
S63 Uniform Securities Agent State Law Examination 2018-12-31
  • S65 Uniform Investment Adviser Law Examination
    2019-04-16
  • S63 Uniform Securities Agent State Law Examination
    2018-12-31

View on SEC IAPD

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