Adviser and broker representative · T. Rowe Price Advisory Services, Inc.
Joshua M. Bullis
CRD 5732630 · Vancouver, WA
At a glance
Joshua M. Bullis is an investment adviser representative with T. Rowe Price Advisory Services, Inc. in Vancouver, WA, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Joshua’s SEC record dates to 2022, about 4 years ago. Joshua is also registered as a broker representative.
Current advisory firm
- T. Rowe Price Advisory Services, Inc.Since May 2022Vancouver, WA · $5.9B in regulatory assets
SEC adviser record
- Registered since
- 2022 (4 years)
- Designations
- None on file
- Exams
- Series 63, Series 66
- Registered in
- 2 states
- Also a broker representative
- Yes
- Disclosures on record
- None
AtlasMembers
Joshua’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- Locked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search and FINRA BrokerCheck.
More at T. Rowe Price Advisory Services, Inc.
- Christopher Agnes Jr.Baltimore
- John P. AlbertoOwings Mills
- Martin D. Allenbaugh Jr.Owings Mills · Certified Financial Planner
- Brent A. AndersenOwings Mills
- James H. AndersonOwings Mills
- Robert E. AnkumaOwings Mills
- Joseph O. AnyanwuOwings Mills
- David H. ApplesteinSan Diego
Every advisor at T. Rowe Price Advisory Services, Inc. →T. Rowe Price Advisory Services, Inc.: assets, clients and custodians →Financial advisors in Vancouver, WA →Advisor Moves: who changed firms this week →