DFX Intelligence
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Team lift-out
5 advisors left C••••• I••••••••• A••••••• L•• for A•••• O•• W••••• M••••••••• L••
BD affiliatedtoindependent RIAAffiliated broker-dealer or bank to independent RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Nicole Renee Wagner | Findlay, Oh | Nov 18, 2025 | Dec 26, 2025 |
| Rodney Michael Kramp | Findlay, Oh | Nov 18, 2025 | Dec 26, 2025 |
| Titus David Allen | Findlay, Oh | Nov 18, 2025 | Dec 26, 2025 |
| Leah N Cook | Findlay, Oh | Nov 24, 2025 | Dec 15, 2025 |
| Marcy Rae Bibler | Findlay, Oh | Nov 25, 2025 | Dec 26, 2025 |
The ruleHow a team is typedA team is two or more advisors whose registrations through one firm ended within fourteen days of each other, from branches in the same state, all registering next through the same other firm.The kind is a printed rule, not a judgment: absorbed when half or more of the firm’s registered people moved or a succession names it, channel change when the two CRDs are one enterprise (same name, same 75%+ owner around the move, or one name the other with a word added), large transfer at fifty or more, lift-out otherwise.
- Registrations ended
- Nov 18, 2025 to Nov 25, 2025
- Registered next
- Dec 15, 2025 to Dec 26, 2025
- Branch state
- OH
- Cities
- 1, most in Findlay, Oh
- Registered there that day
- 9,985 (people still on IAPD; an estimate)
- Share of that headcount
- 0.1%
- Succession by the destination
- none on the tape