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
Brittney Renee Roberts Marshall
Feed of 09/14/2026
Also filed as Brittney Renee Roberts
At current firm
1 y
since Mar 31, 2025
In the industry
13 y
since Oct 9, 2012 (earliest exam, job or registration)
Prior registered firms
4
IAPD previous registrations
State registrations
2
current, as an IAR
Firms today
1
current registrations
Exams
S63, S65
IA exams only
Book size
not public
not estimated here
Signals
0
dated events on this person
Registration history
IAPD current and previous registrations
- Strategic Advisers LLC national BD currentsince Mar 31, 2025 · Stuarts Draft, Va
- Fidelity Personal And Workplace Advisors formerJan 28, 2020 to Mar 31, 2025 · Greenwood Village, Co
- World Investment Advisors, LLC otherSep 18, 2015 to Feb 1, 2018 · Harrisonburg, Va
- LPL Financial LLC BD affiliatedJan 7, 2015 to Sep 29, 2015 · Harrisonburg, Va
- Rogers Financial formerDec 10, 2014 to Dec 18, 2015 · Harrisonburg, Va
Moves
a registration end followed by a registration begin elsewhere
- Fidelity Personal And Workplace Advisors to Strategic Advisers LLCleft Mar 31, 2025, registered Mar 31, 2025 (0 days) · corporate re-registration, not a move
- World Investment Advisors, LLC to Fidelity Personal And Workplace Advisorsleft Feb 1, 2018, registered Jan 28, 2020 (726 days) · Other
- Rogers Financial to LPL Financial LLCleft Dec 18, 2015, registered Jan 7, 2015 (-345 days) · Other
- LPL Financial LLC to World Investment Advisors, LLCleft Sep 29, 2015, registered Sep 18, 2015 (-11 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
- National broker-dealer RIAderived
- Years in industry
- 13derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address