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MICHAEL CHUAN CHEN LIN
CHUAN-CHEN MICHAEL LIN, CHUAN-CHEN LIN, Michael C Lin
CRD#: 4803016
IA
Investment Adviser
B
Broker
NEW INSIGHT WEALTH ADVISORSCRD#: 318083 111 DEERWOOD ROAD
SUITE 250
SAN RAMON, CA 94583
PURSHE KAPLAN STERLING INVESTMENTSCRD#: 35747 111 Deerwood Rd
Suite 250
San Ramon, CA 94583
Registration History
2004200620082010201220142016201820202022202420263 FIRMS2004 - 2006 (2 years)2 FIRMS2007 - 2022 (14 years)2 FIRMS2022 - Present (3 years)
License(s)

State Registrations

IA
California 1/10/2022

IA
Texas 7/26/2024

B
California 6/13/2022

SRO Registrations

Not all jurisdictions require IAR registration or may have an exemption from registration.
Current Registration(s)
IA
NEW INSIGHT WEALTH ADVISORS (CRD#:318083)
111 DEERWOOD ROAD SUITE 250, SAN RAMON, CA 94583
Registered with this firm since 1/10/2022

B
PURSHE KAPLAN STERLING INVESTMENTS (CRD#:35747)
111 Deerwood Rd Suite 250, San Ramon, CA 94583
Registered with this firm since 6/13/2022

Previous Registration(s)
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IA
02/01/2007 - 01/12/2022 AMERIPRISE FINANCIAL SERVICES, LLC (CRD#:6363) SAN RAMON, CA
B
02/12/2007 - 01/12/2022 AMERIPRISE FINANCIAL SERVICES, LLC (CRD#:6363) SAN RAMON, CA
IA
09/27/2004 - 09/29/2006 AMERIPRISE FINANCIAL SERVICES, INC. (CRD#:6363) WALNUT CREEK, CA
B
09/27/2004 - 09/29/2006 AMERIPRISE FINANCIAL SERVICES, INC. (CRD#:6363) WALNUT CREEK, CA
B
09/27/2004 - 07/03/2006 IDS LIFE INSURANCE COMPANY (CRD#:6321) MINNEAPOLIS, MN
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B
Broker
IA
Investment Adviser
Disclosures
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.