Best Investors Account Sign in
Inactive

Po-Ting Lin

Cibc Private Wealth Advisors, Inc.

Chicago, IL

Claim This Profile
Current Employers
Cibc Private Wealth Advisors, Inc.

181 West Madison Street 36Th Floor, Chicago, IL 60602 • United States

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2026-04-06
  • IL RA
    APPROVED
    Since 2026-04-06

Branch Locations

181 W Madison Street, Chicago, IL 60602 • 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
Morgan Stanley Chicago IL 06/2023 03/2024
Northwestern Academic Support And Learning Advancement Evanston IL 04/2022 06/2024
Northwestern Religious And Spiritual Life Evanston IL 02/2022 06/2024
Northwestern University Evanston IL 09/2021 06/2024
Unemployed Taipei 07/2013 09/2021
Morgan Stanley Chicago IL 07/2024 03/2026
Cibc Private Wealth Chicago IL 03/2026 Present
  • 06/2023 → 03/2024
    Morgan Stanley
    Chicago, IL
  • 04/2022 → 06/2024
    Northwestern Academic Support And Learning Advancement
    Evanston, IL
  • 02/2022 → 06/2024
    Northwestern Religious And Spiritual Life
    Evanston, IL
  • 09/2021 → 06/2024
    Northwestern University
    Evanston, IL
  • 07/2013 → 09/2021
    Unemployed
    Taipei
  • 07/2024 → 03/2026
    Morgan Stanley
    Chicago, IL
  • 03/2026 → Present
    Cibc Private Wealth
    Chicago, IL
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-02-07
  • S66 Uniform Combined State Law Examination
    2024-02-07
Other Names
  • Duke Lin

View on SEC IAPD

Other Firms

BROWNSON, REHMUS & FOXWORTH, INC.
PFINGSTEN PARTNERS, L.L.C.
GUGGENHEIM FUNDS DISTRIBUTORS, LLC
GUGGENHEIM INVESTMENTS
PEKIN HARDY STRAUSS, INC.
SPIDERROCK ADVISORS, LLC
PROSPECT PARTNERS ADVISORS LLC
DOYENNE WEALTH ADVISORS

Other Investors

James Michael Franch
HAROLD NELSON LEAVELL
CARLYLE KELLY MADDEN
PHILIP JOHN RIDOLPHI
SUSAN MARY SHACKLETTE
KRISTI LYNN MILLS
NATHANIEL MITCHELL COLEMAN
KEITH MATTHEW CARDOZA

Other Offices

BROWNSON, REHMUS & FOXWORTH, INC. · CHICAGO, IL
PFINGSTEN PARTNERS, L.L.C. · CHICAGO, IL
GUGGENHEIM FUNDS DISTRIBUTORS, LLC · CHICAGO, IL
GUGGENHEIM INVESTMENTS · CHICAGO, IL
PEKIN HARDY STRAUSS, INC. · CHICAGO, IL
SPIDERROCK ADVISORS, LLC · CHICAGO, IL
PROSPECT PARTNERS ADVISORS LLC · CHICAGO, IL
DOYENNE WEALTH ADVISORS · CHICAGO, IL

More in Chicago, IL

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor