DFX Intelligence
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Team lift-out
2 advisors left R•••••• J•••• • A••••••••• I••• for ••••••••
national BDtoindependent RIAAffiliated broker-dealer or bank to independent RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| David James Gunter | Cranberry Township, Pa | Sep 15, 2025 | Sep 12, 2025 |
| Stephen Paul Uzonyi | Ridgeway, Pa | Sep 15, 2025 | Sep 12, 2025 |
The rule
- Registrations ended
- Sep 15, 2025
- Registered next
- Sep 12, 2025
- Branch state
- PA
- Cities
- 2, most in Cranberry Township, Pa
- Registered there that day
- 5,448 (people still on IAPD; an estimate)
- Share of that headcount
- 0.0%
- Succession by the destination
- none on the tape