This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Current firm

HALCYON INVESTMENT ADVISOR

Current firm class

state registeredderived

Book size

not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none

Industry start

Sep 1, 2007earliest registration or exam on IAPD

Years in industry

19derivedfrom the industry start date

Years at current firm

1derivedfrom the current registration's begin date

Prior firms

1

Current registrations

1

Registered states

1

Exams

S65

First exam

Jan 3, 2022

First registration

Mar 2, 2022

Dual registered

no

Other names

Margy Chin Ho Lin

IAPD individual key

7508959

• Occurred

  Jun 19, 2024
  Advisor changed firm

  Margy Chin Ho Lin left Halcyon Investment Advisor for Halcyon Investment Advisor (registered 2025-01-01)

  Form ADVobserved 6 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:24bcff56-0af5-b13d-5b2c-b7c981bfb38d

First observed

Mar 2, 2022

Last observed

Sep 14, 2026 7 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.