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

THEPARTNERS WEALTH MANAGEMENT

Current firm class

independent wealth managerderived

Book size

not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none

Industry start

Aug 27, 2003earliest registration or exam on IAPD

Years in industry

23derivedfrom the industry start date

Years at current firm

3derivedfrom the current registration's begin date

Prior firms

4

Current registrations

1

Registered states

4

Exams

S65|S63

First exam

Aug 27, 2003

First registration

Oct 31, 2003

Dual registered

no

Other names

CHRISTOPHER P LEIN|CHRIS P LEIN|CHRIS LEIN

IAPD individual key

1433201

• Occurred

  Aug 15, 2023
  Advisor changed firm

  Christopher Paul Lein left Wells Fargo Advisors for Thepartners Wealth Management (registered 2023-04-24)

  Form ADVobserved 5 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:848584ea-a1be-491a-2067-239dff1f429d

First observed

Oct 31, 2003

Last observed

Sep 15, 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.