DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
Registered advisor
Christian Brad Risenmay
Certified Financial Planner
Feed of 09/14/2026
Also filed as Christian B Risenmay
At current firm
9 y
since Jul 18, 2017
In the industry
24 y
since Jul 3, 2002 (earliest exam, job or registration)
Prior registered firms
4
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
S66
IA exams only
Book size
not public
not estimated here
Signals
0
dated events on this person
Registration history
IAPD current and previous registrations
- Cypress Wealth Services, LLC independent RIA currentsince Jul 18, 2017 · Palm Desert, Ca
- Integrated Wealth Management, Inc. formerMay 5, 2014 to Dec 31, 2017 · Palm Desert, Ca
- Morgan Stanley wirehouseJun 1, 2009 to May 7, 2014 · Indian Wells, Ca
- Morgan Stanley & Co. LLC unclassifiedSep 12, 2008 to Jun 1, 2009 · Palm Desert, Ca
- Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseJul 4, 2002 to Sep 15, 2008 · Indian Wells, Ca
Moves
a registration end followed by a registration begin elsewhere
- Integrated Wealth Management, Inc. to Cypress Wealth Services, LLCleft Dec 31, 2017, registered Jul 18, 2017 (-166 days) · Other · moved with a team
- Morgan Stanley to Integrated Wealth Management, Inc.left May 7, 2014, registered May 5, 2014 (-2 days) · Other
- Morgan Stanley & Co. LLC to Morgan Stanleyleft Jun 1, 2009, registered Jun 1, 2009 (0 days) · corporate re-registration, not a move
- Merrill Lynch, Pierce, Fenner & Smith Incorporated to Morgan Stanley & Co. LLCleft Sep 15, 2008, registered Sep 12, 2008 (-3 days) · Other
Signals
No dated event on this person.
Transition signals
Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.
Provenance
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Independent wealth managerderived
- Years in industry
- 24derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address