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
Britney Page Kelly Anglin
Feed of 09/14/2026
Also filed as Britney Kelly
At current firm
3 y
since Dec 2, 2022
In the industry
15 y
since Feb 3, 2011 (earliest exam, job or registration)
Prior registered firms
3
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
S66
IA exams only
Book size
not public
not estimated here
Signals
1
dated events on this person
Registration history
IAPD current and previous registrations
- Invesco Advisers, Inc. asset manager currentsince Dec 2, 2022 · Atlanta, Ga
- Truist Advisory Services, Inc. BD affiliatedSep 9, 2016 to Aug 4, 2022 · Atlanta, Ga
- Suntrust Investment Services, Inc. formerDec 9, 2015 to Dec 31, 2016 · Atlanta, Ga
- UBS Financial Services Inc. wirehouseFeb 3, 2011 to Jul 18, 2011 · Charlotte, Nc
Moves
a registration end followed by a registration begin elsewhere
- Truist Advisory Services, Inc. to Invesco Advisers, Inc.left Aug 4, 2022, registered Dec 2, 2022 (120 days) · Other
- Suntrust Investment Services, Inc. to Truist Advisory Services, Inc.left Dec 31, 2016, registered Sep 9, 2016 (-113 days) · corporate re-registration, not a move
- UBS Financial Services Inc. to Suntrust Investment Services, Inc.left Jul 18, 2011, registered Dec 9, 2015 (1605 days) · Other
Signals
- Britney Page Kelly Anglin left Truist Advisory Services, Inc. for Invesco Advisers, Inc. (registered 2022-12-02)Aug 4, 2022 · Advisor changed firm · fact
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
- Asset manager (funds and pooled vehicles)derived
- Years in industry
- 15derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address