Claudia Yihsien Lin

Current Employers

Employment History

• 04/2018 → 10/2024
  Trilogy Capital
  West Covina, CA
• 04/2018 → 10/2024
  Trilogy Financial
  West Covina, CA
• 08/2017 → 04/2018
  Winjet Automotive
  City Of Industry, CA
• 07/2015 → 07/2017
  Self Employed
  Doulin City
• 08/2017 → 03/2018
  Tweed Financial Services
  San Marino, CA
• 10/2024 → Present
  Sovran Advisors, Llc - Crd 329415
  Pasadena, CA

Previous Registrations

• 2018-09-18 → 2024-10-30
  Trilogy Capital, Inc.
  West Covina, CA
  Irvine, CA

Other Businesses

1. NAME OF OTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: FIXED INSURANCE; START DATE: 12/16/2020 APX NUMBER OF HOURS PER WEEK: 5 hrs APX NUMBER OF HOURS DURING TRADING HOURS: 3 hrs POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT; BRIEF DESCRIPTION OF DUTIES: SALES OF FIXED INSURANCE PRODUCTS; 2. NAME OF OTHER BUSINESS: Irwindale Chamber of Commerce INVESTMENT RELATED: No ADDRESS: 5155 Irwindale Ave, Irwindale, CA 91706 NATURE OF BUSINESS: Chamber Board of Directors START DATE: 01/01/2022 APX NUMBER OF HOURS PER WEEK: 2 hrs APX NUMBER OF HOURS DURING TRADING HOURS: 1 hr POSITION/TITLE/RELATIONSHIP: Board Member BRIEF DESCRIPTION OF DUTIES: Assist with Chamber matters; No check writing authority 3. NAME OF OTHER BUSINESS: Beaujee Wealth Boutique INVESTMENT RELATED: No ADDRESS: 1730 W Cameron Ave #200 West Covina, CA 91790 NATURE OF BUSINESS: S corporation created for tax purposes START DATE: 11/25/2025 APX NUMBER OF HOURS PER WEEK: 0 hrs APX NUMBER OF HOURS DURING TRADING HOURS: 0 hrs POSITION/TITLE/RELATIONSHIP: Owner BRIEF DESCRIPTION OF DUTIES: Corporation created as a tax paying entity, single person

Exams

• S65 Uniform Investment Adviser Law Examination
  2018-09-18

Designations

Other Names

• Yi-Hsien Lin
• Claudia Lin
• Yi Lin
• Yihsien Lin