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

Sarah Deatherage

Edward Jonesnational BDFirestone, Codual registrantIAPD 6925047

Feed of 09/14/2026

Also filed as Sarah Deatherage

At current firm

1 y

since Nov 19, 2024

In the industry

11 y

since Sep 1, 2015 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S65, S63

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

Edward Jones national BD current
since Nov 19, 2024 · Firestone, Co
Wells Fargo Advisors wirehouse
Nov 1, 2023 to Nov 14, 2024 · Denver, Co
Kovack Advisors, Inc. BD affiliated
Jul 14, 2023 to Oct 6, 2023 · Ft. Lauderdale, Fl
J.P. Morgan Securities LLC wirehouse
Jul 7, 2022 to Nov 15, 2022 · Huntington Beach, Ca

Moves

a registration end followed by a registration begin elsewhere

Wells Fargo Advisors to Edward Jones
left Nov 14, 2024, registered Nov 19, 2024 (5 days) · Wirehouse to affiliated broker-dealer or bank
Kovack Advisors, Inc. to Wells Fargo Advisors
left Oct 6, 2023, registered Nov 1, 2023 (26 days) · Affiliated broker-dealer or bank to wirehouse
J.P. Morgan Securities LLC to Kovack Advisors, Inc.
left Nov 15, 2022, registered Jul 14, 2023 (241 days) · Wirehouse to affiliated broker-dealer or bank

Signals

Sarah Deatherage left Wells Fargo Advisors for Edward Jones (registered 2024-11-19)
Nov 14, 2024 · Advisor changed firm · fact
Sarah Deatherage left Kovack Advisors, Inc. for Wells Fargo Advisors (registered 2023-11-01)
Oct 6, 2023 · Advisor changed firm · fact
Sarah Deatherage left J.P. Morgan Securities Llc for Kovack Advisors, Inc. (registered 2023-07-14)
Nov 15, 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: National broker-dealer RIAderived
Years in industry: 11derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address