DFX Intelligence
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Team lift-out
2 advisors left S•••••••• L•• for M••••••
independent RIAtoBD affiliatedRIA to affiliated broker-dealer or bankderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Lisa Ozaki | Foster City, Ca | Feb 10, 2026 | Mar 18, 2026 |
| Phillip Earl Campit | Foster City, Ca | Feb 20, 2026 | Mar 4, 2026 |
The rule
- Registrations ended
- Feb 10, 2026 to Feb 20, 2026
- Registered next
- Mar 4, 2026 to Mar 18, 2026
- Branch state
- CA
- Cities
- 1, most in Foster City, Ca
- Registered there that day
- 24 (people still on IAPD; an estimate)
- Share of that headcount
- 8.3%
- Succession by the destination
- none on the tape