Christopher Paul Lein

Current Employers

Employment History

• 05/2009 → 11/2016
  Wells Fargo Advisors Llc
  Jacksonville, FL
• 11/2016 → 01/2018
  Wells Fargo Clearing Services, Llc
  Jacksonville, FL
• 01/2018 → 08/2023
  Wells Fargo Advisors Financial Network, Llc
  Ponte Verda Beach, FL
• 08/2023 → Present
  The Partners Wealth Management Dba Ocean Pointe Financial
  Carmel By The Sea, CA
• 08/2023 → Present
  Purshe Kaplan Sterling Investments
  Albany, NY

Previous Registrations

• 2018-01-12 → 2023-08-15
  Wells Fargo Advisors Financial Network, Llc
  Ponte Vedra Beach, FL
• 2023-04-24 → 2023-04-24
  Thepartners Wealth Management
  Ponte Vedra Beach, FL
• 2006-11-27 → 2018-01-12
  Wells Fargo Clearing Services, Llc
  Jacksonville, FL
• 2003-10-31 → 2006-11-27
  Morgan Stanley Dw Inc.
  Jacksonville, FL
  Jacksonville, FL

Other Businesses

1. The Partners Wealth Management d/b/a Ocean Pointe Financial Services Group. Investment Related. At the registered location. RIA. Financial Advisor. Branch Manager. 03/25/2023. 160hrs months. 160 hours during trading. Financial Advisor - managing a book of business; retirement planning; Branch Manager - handling compliance and office issues; preparing for audits. 2. Fixed Insurance. Investment related. At the registered location. Fixed insurance. Agent. 03/25/2023. 7 hours a month. 7 hours during trading. Provide insurance advice based on the needs of the client(s). 3. PKSF. Investment related. At the registered location. Fixed insurance. Agent/ 03/25/2023. 7 hours a month. 7 hours during trading. Provide insurance advice based on the needs of client(s) 4. Coastal Collegiate Baseball League Llc, Not Inv Related, Jacksonville, Fl, 100% Ownership, Start 8/10/2020, 15 Hours Per Month, Zero During Trading, Operate A Summer College Baseball League.

Exams

• S65 Uniform Investment Adviser Law Examination
  2003-10-24
• S63 Uniform Securities Agent State Law Examination
  2003-08-27

Other Names

• Christopher P Lein
• Chris P Lein
• Chris Lein