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

Laura Michelle Treanor

Oppenheimer & Co. Inc.BD affiliatedPlymouth, Midual registrantIAPD 7132137

Feed of 09/14/2026

Also filed as Laura Michelle Clancy

At current firm

0 y

since Nov 10, 2025

In the industry

11 y

since Mar 1, 2015 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S66, S63

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

Oppenheimer & Co. Inc. BD affiliated current
since Nov 10, 2025 · Plymouth, Mi
Raymond James & Associates, Inc. national BD
Mar 3, 2025 to Nov 5, 2025 · Bloomfield Hills, Mi
Huntington Financial Advisors BD affiliated
Jul 20, 2023 to Feb 18, 2025 · Kentwood, Mi
Raymond James & Associates, Inc. national BD
Jan 9, 2023 to Jul 28, 2023 · Farmington Hills, Mi

Moves

a registration end followed by a registration begin elsewhere

Raymond James & Associates, Inc. to Oppenheimer & Co. Inc.
left Nov 5, 2025, registered Nov 10, 2025 (5 days) · Affiliated broker-dealer or bank to another
Huntington Financial Advisors to Raymond James & Associates, Inc.
left Feb 18, 2025, registered Mar 3, 2025 (13 days) · Affiliated broker-dealer or bank to another
Raymond James & Associates, Inc. to Huntington Financial Advisors
left Jul 28, 2023, registered Jul 20, 2023 (-8 days) · Affiliated broker-dealer or bank to another

Signals

Laura Michelle Treanor left Raymond James & Associates, Inc. for Oppenheimer & Co. Inc. (registered 2025-11-10)
Nov 5, 2025 · Advisor changed firm · fact
Laura Michelle Treanor left Huntington Financial Advisors for Raymond James & Associates, Inc. (registered 2025-03-03)
Feb 18, 2025 · Advisor changed firm · fact
Laura Michelle Treanor left Raymond James & Associates, Inc. for Huntington Financial Advisors (registered 2023-07-20)
Jul 28, 2023 · 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: Broker-dealer affiliated wealth managerderived
Years in industry: 11derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address