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.
Feed of 09/14/2026
Also filed as Erin Agnew
At current firm
0 y
since Sep 4, 2026
In the industry
16 y
since Nov 1, 2009 (earliest exam, job or registration)
Prior registered firms
2
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
2
dated events on this person
Registration history
IAPD current and previous registrations
- Edward Jones national BD currentsince Sep 4, 2026 · Coos Bay, Or
- Morgan Stanley wirehouseApr 10, 2023 to Sep 9, 2026 · Eugene, Or
- Edward Jones national BDJan 19, 2010 to Apr 11, 2023 · St Louis, Mo
Moves
a registration end followed by a registration begin elsewhere
- Morgan Stanley to Edward Jonesleft Sep 9, 2026, registered Sep 4, 2026 (-5 days) · Wirehouse to affiliated broker-dealer or bank
- Edward Jones to Morgan Stanleyleft Apr 11, 2023, registered Apr 10, 2023 (-1 days) · Affiliated broker-dealer or bank to wirehouse
Signals
- Erin Marie Johnson left Morgan Stanley for Edward Jones (registered 2026-09-04)Sep 9, 2026 · Advisor changed firm · fact
- Erin Marie Johnson left Edward Jones for Morgan Stanley (registered 2023-04-10)Apr 11, 2023 · 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
- National broker-dealer RIAderived
- Years in industry
- 16derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address