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Eric Yong-Sean Lin

Westmount Partners, LLC

Los Angeles, CA

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Current Employers
Westmount Partners, Llc

2049 Century Park East Suite 2500, Los Angeles, CA 90067 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2023-02-02
  • CA RA
    APPROVED
    Since 2023-02-02

Branch Locations

2049 Century Park East Suite 2500, Los Angeles, CA 90067 • 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
Clever Care Health Plan Arcadia CA 07/2020 04/2022
Occidental College Los Angeles CA 07/2016 06/2020
Westmount Asset Management Los Angeles CA 06/2022 Present
  • 07/2020 → 04/2022
    Clever Care Health Plan
    Arcadia, CA
  • 07/2016 → 06/2020
    Occidental College
    Los Angeles, CA
  • 06/2022 → Present
    Westmount Asset Management
    Los Angeles, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-12-29
  • S65 Uniform Investment Adviser Law Examination
    2022-12-29
Other Names
  • Eric Young-Sean Lin

View on SEC IAPD

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