Michael Chuan Chen Lin

Current Employers

Employment History

• 10/2006 → 12/2021
  Ameriprise Financial Services, Inc.
  Oakland, CA
• 01/2022 → Present
  New Insight Wealth Advisors, Inc.
  San Ramon, CA
• 05/2022 → Present
  Purshe Kaplan Sterling Investments
  Albany, NY

Previous Registrations

• 2007-02-01 → 2022-01-12
  Ameriprise Financial Services, Llc
  San Ramon, CA
  San Francisco, CA
  Oakland, CA
• 2004-09-27 → 2006-09-29
  Ameriprise Financial Services, Llc
  Walnut Creek, CA
  Walnut Creek, CA

Other Businesses

1) 1. New Insight Wealth Advisors 2. Investment related 3. 111 DEERWOOD ROAD SUITE 250 SAN RAMON, CA 94583 4. RIA 5. Private Wealth Advisor 6. 01/2022 7. 160 hrs/mo 8. 4 hrs during trading 9. Investment and Advisory Services 2) 1. Michael Lin Workshop 2. Not investment related 3. 4324 Gardenia St., San Ramon, CA 94582 4. Video & Media Production 5. Owner 6. 05/2022 7. 4 hrs/mo 8. 0 hrs during trading 9. Project management of video and media production projects, writer, director and producer roles 3) 1. Purshe Kaplan Sterling Investments 2. Investment Related 3. 111 Deerwood Rd Suite 250 San Ramon, CA 94583 4. Registered Representative 6. 06/2022 7. Variable less than 10% of time 8. Variable, less than 10% of time. 9. Sales of securities products. 4) Jamestown Gambit, LLC. Not Investment Related. At Reported Location. Real Estate Ownership. Owner. 1/2025. 15 Hrs/Mo; 5 Hrs During Trading Hours. This is a parcel of land I purchased and put in an LLC. I am building a house on it. I deal with the architect, contractors, and manage the finances.

Exams

• S66 Uniform Combined State Law Examination
  2004-09-09

Other Names

• Chuan-Chen Lin
• Chuan-Chen Michael Lin
• Michael Chuan Chen Lin
• Michael C Lin