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Detailed Report
Claudia Yihsien Lin
Claudia Lin, Yi Lin, Yi-hsien Lin, Yihsien Lin
CRD#: 6855097
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Investment Adviser
SOVRAN ADVISORS, LLCCRD#: 329415 150 S LOS ROBLES AVE
SUITE 750
PASADENA, CA 91101
Registration History
201820192020202120222023202420252026IASOVRAN ADVISORS, LLC (CRD# 329415)2024 - Present (<1 year)IATRILOGY CAPITAL, INC. (CRD# 281597)2018 - 2024 (6 years)
License(s)

State Registrations

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California 11/1/2024
Current Registration(s)
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SOVRAN ADVISORS, LLC (CRD#:329415)
150 S LOS ROBLES AVE SUITE 750, PASADENA, CA 91101
Registered with this firm since 11/1/2024
Previous Registration(s)
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 09/18/2018 - 10/30/2024 TRILOGY CAPITAL, INC. (CRD#:281597) West Covina, CA
For additional information about investment advisers or broker-dealers, please visit
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Broker
A brokerage firm, also called a broker-dealer, is in the business of buying and selling securities – stocks, bonds, mutual funds, and certain other investment products – on behalf of its customer (as broker), for its own bank (dealer), or both. Individuals who work for broker-dealers - the sales personnel are commonly referred to as brokers.
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Investment Adviser
An investment adviser is paid for providing advice about securities to clients. In addition, some investment advisers manage investment portfolios and offer financial planning services.
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.