DFX Intelligence
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Team lift-out
3 advisors left O•••••••• C•••••• M••••••••• L•• for A•••• P•••••• W•••••
independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Jason A Tosh | Fairlawn, Oh | Dec 31, 2025 | Oct 24, 2024 |
| Mitchell Lawrence Stein | Fairlawn, Oh | Dec 31, 2025 | Oct 24, 2024 |
The rule
- Registrations ended
- Dec 31, 2025
- Registered next
- Oct 24, 2024 to Oct 25, 2024
- Branch state
- OH
- Cities
- 1, most in Fairlawn, Oh
- Registered there that day
- 7 (people still on IAPD; an estimate)
- Share of that headcount
- 43%
- Succession by the destination
- none on the tape