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Sonny Cheng-I Lin

Wealth Enhancement Advisory Services, LLC

San Marino, CA

Plymouth, MN

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Current Employers
Wealth Enhancement Advisory Services, Llc

505 N Highway 169 Suite 900, Plymouth, MN 55441 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2021-06-01
  • CA RA
    APPROVED
    Since 2021-06-01

Branch Locations

2650 Mission St Suite 205, San Marino, CA 91108 • United States

505 N Highway 169 Suite 900, Plymouth, MN 55441 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Pillar Pacific Capital Management San Marino CA 11/2007 05/2021
Wealth Enhancement Advisory Services San Marino CA 06/2021 Present
Wealth Enhancement Group San Marino CA 06/2021 Present
  • 11/2007 → 05/2021
    Pillar Pacific Capital Management
    San Marino, CA
  • 06/2021 → Present
    Wealth Enhancement Advisory Services
    San Marino, CA
  • 06/2021 → Present
    Wealth Enhancement Group
    San Marino, CA
Previous Registrations
  • 2007-11-09 → 2021-06-08
    Pillar Pacific Capital Management Llc
    Pacifica, CA
  • 2005-03-25 → 2007-12-04
    Pacwest Financial Management Inc
    San Marino, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2005-03-19
  • S65 Uniform Investment Adviser Law Examination
    2005-03-19
Designations
Other Names
  • Sonny C Lin
  • Sonny Chengi Lin

View on SEC IAPD

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