DFX Intelligence
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Team lift-out
2 advisors left W•••• F•••• A••••••• for A••••••••• F•••••••• S•••••••• L••
wirehousetonational BDWirehouse to affiliated broker-dealer or bankderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Linda Lee Campbell | Trinidad, Ca | Oct 1, 2025 | Sep 26, 2025 |
| Phillip Sherwood Freeman | Trinidad, Ca | Oct 1, 2025 | Sep 26, 2025 |
The rule
- Registrations ended
- Oct 1, 2025
- Registered next
- Sep 26, 2025
- Branch state
- CA
- Cities
- 1, most in Trinidad, Ca
- Registered there that day
- 13,858 (people still on IAPD; an estimate)
- Share of that headcount
- 0.0%
- Succession by the destination
- none on the tape