# LISA OCONNOR

LISA OCONNOR is an investment adviser representative (IAR) with state registration records since 2019, appearing at 5 firms. Currently registered with MUTUAL ADVISORS, LLC.

## Registration history (5)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [MUTUAL ADVISORS, LLC](https://search.stillhousedata.com/firm/167658) | 2023-05-02 | present | Yes |
| [RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC](https://search.stillhousedata.com/firm/149018) | 2022-10-19 | 2023-04-25 | — |
| [STIFEL, NICOLAUS & COMPANY, INCORPORATED](https://search.stillhousedata.com/firm/793) | 2022-01-10 | 2022-10-18 | — |
| [CUSO FINANCIAL SERVICES, L.P.](https://search.stillhousedata.com/firm/42132) | 2021-05-26 | 2021-12-13 | — |
| [PNC MANAGED ACCOUNT SOLUTIONS, INC.](https://search.stillhousedata.com/firm/110476) | 2019-03-26 | 2021-05-21 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/4790460)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/4790460.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.