DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
Registered advisor
Joshua John Britton
Feed of 09/14/2026
At current firm
8 y
since Nov 29, 2017
In the industry
22 y
since Jan 13, 2004 (earliest exam, job or registration)
Prior registered firms
4
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
S65, S63
IA exams only
Book size
not public
not estimated here
Signals
0
dated events on this person
Registration history
IAPD current and previous registrations
- Financial Partners Group, Inc. independent RIA currentsince Nov 29, 2017 · Overland Park, Ks
- Cambridge Investment Research Advisors, Inc. BD affiliatedJan 27, 2014 to Sep 26, 2017 · Overland, Ks
- Fisher Investments independent RIANov 2, 2011 to Feb 9, 2012 · Camas, Wa
- Financial Engines Advisor Center, LLC formerJun 11, 2007 to Jan 5, 2011 · Overland Park, Ks
- Waddell & Reed formerJan 14, 2004 to Apr 18, 2005 · Wichita, Ks
Moves
a registration end followed by a registration begin elsewhere
- Cambridge Investment Research Advisors, Inc. to Financial Partners Group, Inc.left Sep 26, 2017, registered Nov 29, 2017 (64 days) · Other · moved with a team
- Fisher Investments to Cambridge Investment Research Advisors, Inc.left Feb 9, 2012, registered Jan 27, 2014 (718 days) · Other
- Financial Engines Advisor Center, LLC to Fisher Investmentsleft Jan 5, 2011, registered Nov 2, 2011 (301 days) · Other
- Waddell & Reed to Financial Engines Advisor Center, LLCleft Apr 18, 2005, registered Jun 11, 2007 (784 days) · Other
Signals
No dated event on this person.
Transition signals
Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.
Provenance
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Independent wealth managerderived
- Years in industry
- 22derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address