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.

Current firm

AMERICAN CENTURY INVESTMENTS PRIVATE CLIENT GROUP, INC.

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

Jan 1, 2011earliest registration or exam on IAPD

Years in industry

15derivedfrom the industry start date

Years at current firm

1derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

3

Exams

S65|S63

First exam

Sep 2, 2011

First registration

Jun 22, 2020

Dual registered

yes, broker-dealer

Other names

LAINIE Heather MALHOTRA|LAINIE PASQUINI MALHOTRA|LAINIE P MALHOTRA|LAINIE H MALHOTRA|LAINIE MALHOTRA|LAINIE MALHOTRA|LAINIE PASQUINI|Lainie Pasquini Henrich|Lainie Heather PAQUINI

IAPD individual key

5962203

• Occurred

  Apr 17, 2025
  Advisor changed firm

  Lainie Pasquini Henrich left Copper Financial for American Century Investments Private Client Group, Inc. (registered 2025-08-22)

  Form ADVobserved 4 days ago
• Occurred

  Apr 16, 2024
  Advisor changed firm

  Lainie Pasquini Henrich left American Century Investments Private Client Group, Inc. for Copper Financial (registered 2024-04-17)

  Form ADVobserved 4 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:04a8780a-4faa-b807-0dc1-46fbac557e35

First observed

Jun 22, 2020

Last observed

Sep 14, 2026 5 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.