This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Current firm

FERN FINANCIAL GROUP, LLC

Current firm class

state registeredderived

Book size

not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none

Industry start

Sep 1, 2016earliest registration or exam on IAPD

Years in industry

10derivedfrom the industry start date

Years at current firm

4derivedfrom the current registration's begin date

Prior firms

1

Current registrations

1

Registered states

7

Designations

Certified Financial Planner

First registration

Dec 11, 2019

Dual registered

no

Other names

Josh Alan Pollard|JOSHUA ALAN POLLARD

IAPD individual key

6692783

• Occurred

  Sep 12, 2022
  Advisor changed firm

  Josh Alan Pollard left One Capital Management, Llc for Fern Financial Group, Llc (registered 2022-09-16)

  Form ADVobserved 6 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:6d925cff-cc07-59ce-ec1a-6b9856304a44

First observed

Dec 11, 2019

Last observed

Sep 14, 2026 7 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.