Chiapei Laura Lin

Current Employers

Employment History

• 09/2008 → Present
  Johanson & Yau Accountancy Corporation
  San Jose, CA
• 08/2017 → 10/2019
  1St Global Capital Corp
  San Jose, CA
• 08/2017 → 10/2019
  1St Global Advisors, Inc
  San Jose, CA
• 10/2019 → 09/2025
  Avantax Investment Services, Inc.
  San Jose, CA
• 10/2019 → 09/2025
  Avantax Advisory Services
  San Jose, CA
• 01/2022 → 09/2025
  Avantax Insurance Agency And/Or Avantax Insurance Services
  Campbell, CA
• 09/2025 → Present
  Cetera Wealth Services, Llc
  Campbell, CA
• 09/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2019-10-25 → 2025-09-05
  Avantax Advisory Services
  Campbell, CA
• 2017-12-15 → 2019-10-25
  1St Global Advisors Inc
  San Jose, CA

Other Businesses

1) 42 W CAMPBELL JY, LLC POSITION: Member NATURE: Rental real estate. We bought the building in Feb. of 2021, where our CPA firm and JY Wealthcare LLC is housed. There are three other tenants in the building as well. INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 02/28/2021 ADDRESS: 42 West Campbell Ave, Third Floor, Campbell CA 95008, United States DESCRIPTION: Oversee an external property manager. The property manager collects all rent including the rent of Johanson & Yau Accountancy Corporation and the three tenants. 2) JY WEALTHCARE, LLC POSITION: Referring Advisor NATURE: JY WealthCare, LLC provides financial services for clients, while the majority of clients originate from Johanson & Yau Accountancy Corporation. INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 12/15/2017 ADDRESS: 42 West Campbell Avenue, Third Floor, Campbell CA 95008, United States DESCRIPTION: I will be a referring advisor for JY WealthCare, LLC.

Exams

• S66 Uniform Combined State Law Examination
  2017-12-14

Other Names

• Laura Lin