DFX Intelligence

Data Factory

RIA / WealthAdvisorCertified Financial Planner21 years in industry

LISA BRINIG

Advisor at MARINER

OVERLAND PARK, KS | SAN DIEGO, CA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:ddc6da91-72e9-51c0-eb4a-6d0443b3433a

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 5:37 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: Oct 20, 2004 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: MARINER
Current firm class: broker-dealer affiliated wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Oct 20, 2004earliest registration or exam on IAPD
Years in industry: 21derivedfrom the industry start date
Years at current firm: 15derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 2
Designations: Certified Financial Planner
First registration: Oct 20, 2004
Dual registered: no
Other names: MARY LISA MASSOTH|LISA BRINIG|LISA GASPARD|LISA MASSOTH GASPARD
IAPD individual key: 4872268

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
Mariner	Bd affiliated wealth	Jan 10, 2011	n/a	yes	OVERLAND PARK, KS\|SAN DIEGO, CA	Current employment
CBIZ WEALTH MANAGEMENT, LLC	n/a	May 24, 2010	May 26, 2011	no	CLEVELAND, OH	Previous registration
CBIZ RETIREMENT PLAN ADVISORY SERVICES	Institutional manager	Jun 29, 2005	May 26, 2011	no	CLEVELAND, OH\|CUMBERLAND, MD\|SAN DIEGO, CA\|CLEVELAND, OH	Previous registration
NSHD WEALTH STRATEGIES, INC.	n/a	Oct 20, 2004	May 26, 2005	no	SAN DIEGO, CA	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
CBIZ WEALTH MANAGEMENT, LLC	Mariner	May 26, 2011	Jan 10, 2011	-136	Firm change after gap	Other
CBIZ RETIREMENT PLAN ADVISORY SERVICES	CBIZ WEALTH MANAGEMENT, LLC	May 26, 2011	May 24, 2010	-367	Firm change after gap	Other
NSHD WEALTH STRATEGIES, INC.	CBIZ RETIREMENT PLAN ADVISORY SERVICES	May 26, 2005	Jun 29, 2005	34	Firm change	Other

Relationships

Registered with (4)

→ MARINERRegistered adviserregistration: current employment
Jan 10, 2011 to presentfactForm ADV
→ CBIZ WEALTH MANAGEMENT, LLCRegistered adviserregistration: previous registration
May 24, 2010 to May 26, 2011factForm ADV
→ CBIZ RETIREMENT PLAN ADVISORY SERVICESRegistered adviserregistration: previous registration
Jun 29, 2005 to May 26, 2011factForm ADV
→ NSHD WEALTH STRATEGIES, INC.Registered adviserregistration: previous registration
Oct 20, 2004 to May 26, 2005factForm ADV

Dated events

No dated event names this entity yet.