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Carol Angel Lin

Aptus Financial, LLC

Little Rock, AR

Philadelphia, PA

CRD 8220297

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Employer firm

Aptus Financial, LLC CRD 280033

634 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Pension consulting
  • Periodicals / newsletters
  • Educational seminars
  • INVESTMENT ADVISORY SERVICES TO DIY INVESTORS

From the firm’s Form ADV. Read the guides:

Current Employers
Aptus Financial, Llc

Little Rock, AR • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2026-02-10
PA RA APPROVED 2026-02-09
  • TX RA
    APPROVED
    Since 2026-02-10
  • PA RA
    APPROVED
    Since 2026-02-09

Branch Locations

Little Rock, AR • United States

Philadelphia, PA • 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
Aptus Financial, Llc Philadelphia PA 02/2026 Present
Compass Working Capital Boston MA 04/2024 02/2026
Compass Working Capital Boston MA 03/2023 04/2024
Clarifi Philadelphia PA 11/2020 03/2023
Extended Travel Melbourne 01/2020 05/2020
Ssh Real Estate Philadelphia PA 05/2015 12/2019
Not Employed Philadelphia PA 06/2020 11/2020
  • 02/2026 → Present
    Aptus Financial, Llc
    Philadelphia, PA
  • 04/2024 → 02/2026
    Compass Working Capital
    Boston, MA
  • 03/2023 → 04/2024
    Compass Working Capital
    Boston, MA
  • 11/2020 → 03/2023
    Clarifi
    Philadelphia, PA
  • 01/2020 → 05/2020
    Extended Travel
    Melbourne
  • 05/2015 → 12/2019
    Ssh Real Estate
    Philadelphia, PA
  • 06/2020 → 11/2020
    Not Employed
    Philadelphia, PA
Designations
  • Certified Financial Planner
Other Names
  • Carol Lin
  • Angel Lin

View on SEC IAPD

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