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Latest transactions

Financial advisor

Brian Rissman

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

Registered as BRIAN RISSMAN

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 June 23, 2026 Current

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.