RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
Laura Beth O'Connor
- Title
- Directorreportedfnbo.comfirm site, Sep 15, 2026
- Business email
- loconnor@fnbo.comreportedfnbo.comfirm site, Sep 15, 2026
Only business contact points the firm published under its own name are shown; nothing is inferred, and personal accounts are never read. What the bio page says is printed as the firm printed it, with the sentence it came from; years are the firm’s claim, not a count of registrations.
- First National Advisers, LLC mixed wealth currentsince Aug 26, 2022 · Omaha, Ne
- Raymond James Financial Services Advisors, Inc BD affiliatedAug 26, 2020 to Apr 20, 2022 · Omaha, Ne
- Raymond James Financial Services Advisors, Inc BD affiliatedJun 18, 2015 to Sep 13, 2018 · Omaha, Ne
- First National Capital Markets, Inc. formerDec 17, 2013 to Jun 18, 2015 · Omaha, Ne
- First National Capital Markets, Inc. formerJun 2, 2010 to Dec 31, 2011 · Omaha, Ne
- Cetera Investment Services LLC formerMar 14, 2005 to Jun 2, 2010 · Omaha, Ne
- Raymond James Financial Services Advisors, Inc to First National Advisers, LLCleft Apr 20, 2022, registered Aug 26, 2022 (128 days) · Affiliated broker-dealer or bank to independent RIA · moved with a team
- First National Capital Markets, Inc. to Raymond James Financial Services Advisors, Incleft Jun 18, 2015, registered Jun 18, 2015 (0 days) · Other · moved with a team
- Cetera Investment Services LLC to First National Capital Markets, Inc.left Jun 2, 2010, registered Jun 2, 2010 (0 days) · Other
- Laura Beth O'Connor left Raymond James Financial Services Advisors, Inc for First National Advisers, Llc (registered 2022-08-26)Apr 20, 2022 · Advisor changed firm · fact
Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Wealth manager with institutional or fund businessderived
- Years in industry
- 24derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address