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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
CO RA APPROVED 2025-01-08
  • CO RA
    APPROVED
    Since 2025-01-08

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
Unemployed Colorado Springs CO 12/2017 03/2018
Il Vicino Colorado Springs CO 06/2013 11/2017
T. Rowe Price Colorado Springs CO 03/2018 08/2018
T Rowe Price Colorado Springs CO 08/2018 08/2019
T Rowe Price Colorado Springs CO 08/2019 03/2021
Guaranteed Rate Colorado Springs CO 03/2021 07/2023
T Rowe Price Colorado Springs CO 07/2023 Present
  • 12/2017 → 03/2018
    Unemployed
    Colorado Springs, CO
  • 06/2013 → 11/2017
    Il Vicino
    Colorado Springs, CO
  • 03/2018 → 08/2018
    T. Rowe Price
    Colorado Springs, CO
  • 08/2018 → 08/2019
    T Rowe Price
    Colorado Springs, CO
  • 08/2019 → 03/2021
    T Rowe Price
    Colorado Springs, CO
  • 03/2021 → 07/2023
    Guaranteed Rate
    Colorado Springs, CO
  • 07/2023 → Present
    T Rowe Price
    Colorado Springs, CO
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-12-27
S63 Uniform Securities Agent State Law Examination 2023-10-09
  • S66 Uniform Combined State Law Examination
    2024-12-27
  • S63 Uniform Securities Agent State Law Examination
    2023-10-09
Other Names
  • Scot Patrick Powell

View on SEC IAPD

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