DFX Intelligence
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Team lift-out
3 advisors left C••••••••• F•••••••• N•••••• for A••••••••• R•••••••••
national BDtoindependent RIAAffiliated broker-dealer or bank to independent RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Edmund Victor Leparskas | Burlington, Ma | Oct 2, 2025 | Oct 6, 2025 |
| Jeffery Todd Sutton | Burlington, Ma | Oct 2, 2025 | Oct 6, 2025 |
| Amy Elizabeth Deer | Burlington, Ma | Oct 3, 2025 | Oct 6, 2025 |
The rule
- Registrations ended
- Oct 2, 2025 to Oct 3, 2025
- Registered next
- Oct 6, 2025
- Branch state
- MA
- Cities
- 1, most in Burlington, Ma
- Registered there that day
- 3,286 (people still on IAPD; an estimate)
- Share of that headcount
- 0.1%
- Succession by the destination
- none on the tape