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Latest transactions

Financial advisor

Kristian Forster

Now at LPL Financial · HighWater Wealth · San Diego, CA

Registered as Kristian Carr Forster

Transactions 1

Every recorded transaction this advisor took part in, newest first.

Transaction From To Pattern Announced Reported Assets

Registration history

Firm registrations on FINRA BrokerCheck and SEC IAPD, newest first.

Firm Channel From To
LPL FINANCIAL LLC Investment adviser April 15, 2026 Current
LPL FINANCIAL LLC Broker-dealer April 13, 2026 Current
U.S. BANCORP ADVISORS, LLC Investment adviser February 13, 2026 April 15, 2026
U.S. BANCORP ADVISORS, LLC Broker-dealer February 13, 2026 April 15, 2026
U.S. BANCORP INVESTMENTS, INC. Investment adviser August 20, 2018 February 13, 2026
U.S. BANCORP INVESTMENTS, INC. Broker-dealer August 20, 2018 February 13, 2026
WELLS FARGO CLEARING SERVICES, LLC Investment adviser October 20, 2014 August 7, 2018
WELLS FARGO CLEARING SERVICES, LLC Broker-dealer October 17, 2014 August 7, 2018
HSBC SECURITIES (USA) INC. Investment adviser June 3, 2013 October 6, 2014
HSBC SECURITIES (USA) INC. Broker-dealer August 4, 2010 October 6, 2014
BANC OF AMERICA INVESTMENT SERVICES, INC. Broker-dealer September 6, 2005 November 10, 2008
CHASE INVESTMENT SERVICES CORP. Broker-dealer February 6, 2004 August 18, 2005

Published record as of October 31, 2026. Registration dates are FINRA BrokerCheck and SEC IAPD registrations at the destination, not proof that client assets transferred. See the methodology.