DFX Intelligence
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Team lift-out
2 advisors left M••••••• C•••••• M••••••••• G••••• I••• for B•••• F••••• P•••••• W••••• M•••••••••
independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Bradley James Fergason | Uniontown, Oh | Jun 30, 2025 | Jul 2, 2025 |
| Joseph Francis Strancar | Uniontown, Oh | Jun 30, 2025 | Jul 2, 2025 |
The rule
- Registrations ended
- Jun 30, 2025
- Registered next
- Jul 2, 2025
- Branch state
- OH
- Cities
- 1, most in Uniontown, Oh
- Registered there that day
- 2 (people still on IAPD; an estimate)
- Share of that headcount
- 100%
- Succession by the destination
- none on the tape