David Christopher Lebrun

$1.78T regulatory AUM 16,844 advisory clients

Reported services (Item 5G)

Portfolio management (individuals)
Portfolio management (institutions)
Pension consulting
Selection of other advisers
Educational seminars
PERFORMANCE MEASUREMENT REPORTS, ALLOCATION MODELING, IPS, RESEARCH REPORTS AND SERVICES, SEE SCHEDULE D

From the firm’s Form ADV. Read the guides:

One Bryant Park, New York, NY 10036 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2021-10-06
CA	RA	APPROVED	2020-11-02

Branch Locations

555 California St, San Francisco, CA 94104 • United States

No disclosure categories reported as “Yes” on this SEC record.

Organization	City	State	From	To
J S Paluch Company	Santa Fe Springs	CA	09/2014	10/2018
Allstate Insurance Co	Verdugo City	CA	11/2015	01/2018
Thrivent Investment Management Inc	Glendale	CA	01/2018	09/2019
Thrivent Financial	Appleton	WI	02/2018	03/2018
Thrivent Financial	Appleton	WI	03/2018	09/2019
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Pasadena	CA	09/2019	Present
Bank Of America, N.A.	Pasadena	CA	10/2019	Present

09/2014 → 10/2018

J S Paluch Company

Santa Fe Springs, CA
11/2015 → 01/2018

Allstate Insurance Co

Verdugo City, CA
01/2018 → 09/2019

Thrivent Investment Management Inc

Glendale, CA
02/2018 → 03/2018

Thrivent Financial

Appleton, WI
03/2018 → 09/2019

Thrivent Financial

Appleton, WI
09/2019 → Present

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Pasadena, CA
10/2019 → Present

Bank Of America, N.A.

Pasadena, CA

Code	Exam	Date
S66	Uniform Combined State Law Examination	2020-10-29
S65	Uniform Investment Adviser Law Examination	2001-03-16
S63	Uniform Securities Agent State Law Examination	1992-11-13

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