Christopher Paul Lane

$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	2024-12-12

Branch Locations

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

Organization	City	State	From	To
American Income Life Insurance Company	Waco	TX	04/2018	03/2019
Northwestern Mutual Life Insurance Company	Milwaukee	WI	04/2019	12/2019
Northwestern Mutual Investment Services Llc	Addison	TX	04/2019	12/2019
Wells Fargo	Waco	TX	04/2012	03/2018
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Houston	TX	04/2020	Present
Blue Science Pools	The Colony	TX	12/2019	03/2020
Bank Of America, N.A.	Houston	TX	11/2024	Present

04/2018 → 03/2019

American Income Life Insurance Company

Waco, TX
04/2019 → 12/2019

Northwestern Mutual Life Insurance Company

Milwaukee, WI
04/2019 → 12/2019

Northwestern Mutual Investment Services Llc

Addison, TX
04/2012 → 03/2018

Wells Fargo

Waco, TX
04/2020 → Present

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Houston, TX
12/2019 → 03/2020

Blue Science Pools

The Colony, TX
11/2024 → Present

Bank Of America, N.A.

Houston, TX

Code	Exam	Date
S66	Uniform Combined State Law Examination	2024-12-11

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