DFX Intelligence
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Team lift-out
2 advisors left B••••••• S••••••••• C•••• for S•••••••• L••••• A•••••••• I•••
independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Kristina Lynn Saperston | Sarasota, Fl | Dec 31, 2025 | Aug 13, 2021 |
| Willard Basch Saperston | Sarasota, Fl | Dec 31, 2025 | Aug 13, 2021 |
The rule
- Registrations ended
- Dec 31, 2025
- Registered next
- Aug 13, 2021
- Branch state
- FL
- Cities
- 1, most in Sarasota, Fl
- Registered there that day
- 27 (people still on IAPD; an estimate)
- Share of that headcount
- 7.4%
- Succession by the destination
- none on the tape