Eric Wei Ting Lin

Current Employers

Employment History

• 01/2016 → 11/2016
  Ctbc Bank
  City Of Industry, CA
• 01/2016 → 10/2016
  Cetera Investment Services Llc
  St Cloud, MN
• 01/2016 → 10/2016
  Cetera Investment Advisers Llc
  City Of Industry, CA
• 11/2016 → 07/2017
  Lpl Financial, Llc
  Los Angeles, CA
• 04/2018 → 12/2019
  Quest Capital Strategies, Inc.
  Lake Forest, CA
• 07/2017 → Present
  Sky Vision Insurance
  San Marino, CA
• 03/2018 → 12/2024
  Twinstar Realty
  Temple City, CA
• 12/2019 → 12/2022
  Sa Stone Wealth Management Inc.
  Birmingham, AL
• 12/2019 → 12/2022
  Sa Stone Investment Advisors Inc.
  Birmingham, AL
• 01/2025 → Present
  World Capital Brokerage, Inc.
  Denver, CO
• 01/2025 → Present
  Investment Research Corporation
  Denver, CO

Previous Registrations

• 2019-12-06 → 2022-12-31
  Stonex Advisors Inc.
  Birmingham, AL
• 2018-04-27 → 2019-12-06
  Quest Capital Strategies, Inc.
  Chino Hills, CA
  Laguna Hills, CA
  Laguna Hills, CA
• 2016-11-07 → 2017-08-02
  Lpl Financial Llc
  Los Angeles, CA
  Aliso Viejo, CA
  Los Angeles, CA
• 2016-01-04 → 2016-11-04
  Cetera Investment Advisers Llc
  City Of Industry, CA
• 2013-07-18 → 2014-01-23
  Equitable Advisors, Llc
  Chino Hills, CA
  Irvine, CA
  Irvine, CA

Other Businesses

1) SKY VISION INSURANCE - INVESTMENT RELATED. 2390 HUNTINGTON DR, SAN MARINO CA. NATURE OF BUSINESS: INSURANCE PRODUCT REFERRALS. 0% OWNER, POSITION: FINANCIAL CONSULTANT. STARTED 07/2017. 10HRS/MO AND 0HRS/MO DURING TRADING HRS. DUTIES: REFER P&C, COMMERCIAL, HEALTH INSURANCE TO AGENCY, WRITE LIFE INSURANCE CONTRACTS AND MEET WITH POTENTIAL CLIENTS. 2) INVESTMENT RESEARCH CORPORATION- INVESTMENT RELATED. SUPERVISED FROM 1636 NORTH LOGAN STREET, DENVER, CO 80203. LOCATE AT 6 MONTANA DEL LAGO DRIVE, RANCHO SANTA MARGARITA, CA 92688. NATURE OF BUSINESS: PROVIDE INVESTMENT ADVICE AND MANAGE PORTFOLIO. 0% OWNER, POSITION: INVESTMENT ADVISOR REPRESENTATIVE. STARTED 01/2025. 80HRS/MO AND 80HRS/MO DURING TRADING HRS. DUTIES: PROVIDE INVESTMENT ADVICE, RETIREMENT PLANNING, ASSET ALLOCATION AND PORTFOLIO MANAGEMENT USING THRID PARTY INVESTMENT MANAGER WITH POTNTIAL CLIENTS. 3) AUREVIA CAPITAL- A DBA FICTITIOUS BUSINESS NAME OWN BY SOLE INDIVIDUAL ERIC W. LIN, INVESTMENT RELATED. SUPERVISED FROM 1636 NORTH LOGAN STREET, DENVER, CO 80203. LOCATE AT 6 MONTANA DEL LAGO DRIVE, RANCHO SANTA MARGARITA, CA 92688. NATURE OF BUSINESS: PROVIDE INVESTMENT ADVICE AND MANAGE PORTFOLIO. 0% OWNER, POSITION: INVESTMENT ADVISOR REPRESENTATIVE UNDER INVESTMENT RESEARCH CORPORATION / REGISTERED REPRESENTATIVE UNDER WORLD CAPITAL BROKERAGE INC. STARTED 01/2025. 80HRS/MO AND 80HRS/MO DURING TRADING HRS. DUTIES: PROVIDE INVESTMENT ADVICE, RETIREMENT PLANNING, ASSET ALLOCATION AND PORTFOLIO MANAGEMENT USING THRID PARTY INVESTMENT MANAGER WITH POTNTIAL CLIENTS.

Exams

• S65 Uniform Investment Adviser Law Examination
  2025-04-29
• S66 Uniform Combined State Law Examination
  2025-03-08

Other Names

• Weiting Lin
• Wei-Ting Lin
• Eric Lin
• Wei Ting Lin
• Eric W Lin
• Weiting Lin