DFX Intelligence

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.

Registered advisor

Maxwell Thomas Behnfield

First National Advisers, LLCmixed wealthBoulder, Co IA-onlyIAPD 5357924

Feed of 09/15/2026

Also filed as Maxwell Thomas Behnfield

At current firm

0 y

since Nov 25, 2025

In the industry

18 y

since Jun 30, 2008 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S65, S63

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Professional profile

what the firm itself publishes, with the page it was read from

Title: Private Wealth Advisorreportedfnbo.comfirm site, Sep 15, 2026
Business email: mbehnfield@fnbo.comreportedfnbo.comfirm site, Sep 15, 2026
Direct business phone: 402-602-3424reportedfnbo.comfirm site, Sep 15, 2026
Professional profile: fnbo.com/wealth/private-wealth-reserve/team/behnfield-maxreportedfnbo.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.

Registration history

IAPD current and previous registrations

First National Advisers, LLC mixed wealth current
since Nov 25, 2025 · Omaha, Ne
Morgan Stanley wirehouse
Nov 13, 2020 to Sep 4, 2025 · Boulder, Co
Independent Financial Group, LLC BD affiliated
Jan 23, 2020 to Nov 10, 2020 · Los Angeles, Ca
Cantella & Co., Inc. former
Sep 6, 2018 to Feb 14, 2020 · Los Angeles, Ca
Raymond James Financial Services Advisors, Inc BD affiliated
Aug 22, 2018 to Sep 12, 2018 · Torrance, Ca
UBS Financial Services Inc. wirehouse
Jun 10, 2016 to Sep 7, 2018 · Irvine, Ca
UBS Financial Services Inc. wirehouse
Feb 22, 2011 to Sep 18, 2014 · Boulder, Co

Moves

a registration end followed by a registration begin elsewhere

Morgan Stanley to First National Advisers, LLC
left Sep 4, 2025, registered Nov 25, 2025 (82 days) · Wirehouse to independent RIA
Independent Financial Group, LLC to Morgan Stanley
left Nov 10, 2020, registered Nov 13, 2020 (3 days) · RIA to wirehouse
Cantella & Co., Inc. to Independent Financial Group, LLC
left Feb 14, 2020, registered Jan 23, 2020 (-22 days) · Affiliated broker-dealer or bank to independent RIA · moved with a team
Raymond James Financial Services Advisors, Inc to Cantella & Co., Inc.
left Sep 12, 2018, registered Sep 6, 2018 (-6 days) · Affiliated broker-dealer or bank to another · moved with a team
UBS Financial Services Inc. to Raymond James Financial Services Advisors, Inc
left Sep 7, 2018, registered Aug 22, 2018 (-16 days) · Wirehouse to affiliated broker-dealer or bank

Signals

Maxwell Thomas Behnfield left Morgan Stanley for First National Advisers, Llc (registered 2025-11-25)
Sep 4, 2025 · Advisor changed firm · fact

Transition signals

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.

Provenance

Source: IAPD individual compilation feedreportedadviserinfo.sec.gov
Firm class: Wealth manager with institutional or fund businessderived
Years in industry: 18derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address