LISA OCONNOR is an investment adviser representative (IAR) with state registration records since 2019, appearing at 5 firms. Currently registered with MUTUAL ADVISORS, LLC.
| Firm | From | To | Current |
|---|---|---|---|
| MUTUAL ADVISORS, LLC | 2023-05-02 | present | Yes |
| RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC | 2022-10-19 | 2023-04-25 | — |
| STIFEL, NICOLAUS & COMPANY, INCORPORATED | 2022-01-10 | 2022-10-18 | — |
| CUSO FINANCIAL SERVICES, L.P. | 2021-05-26 | 2021-12-13 | — |
| PNC MANAGED ACCOUNT SOLUTIONS, INC. | 2019-03-26 | 2021-05-21 | — |