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RIA / WealthAdvisor23 years in industry

CHIA-YING LIN

Advisor at AMERICAN VISION ADVISORS LLC

SAN GABRIEL, CA

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Search this name across graphsid dfx:ria:6747fda5-bc1f-fb81-f4b3-ec063eaa5109

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 9:32 AM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 0
On other graphs: 0
Observed: Oct 29, 2004 to Sep 14, 2026

Across DFX

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.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: AMERICAN VISION ADVISORS LLC
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: Dec 27, 2002earliest registration or exam on IAPD
Years in industry: 23derivedfrom the industry start date
Years at current firm: 8derivedfrom the current registration's begin date
Prior firms: 5
Current registrations: 1
Registered states: 1
Exams: S63|S65
First exam: Dec 27, 2002
First registration: Oct 29, 2004
Dual registered: no
Other names: STEPHANIE LIN
IAPD individual key: 4606772

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
AMERICAN VISION ADVISORS LLC	State registered	Nov 30, 2017	n/a	yes	SAN GABRIEL, CA	Current employment
GOLDEN FOUNDATION ADVISORS LLC	n/a	Mar 10, 2015	Dec 16, 2017	no	PASADENA, CA	Previous registration
COMERICA SECURITIES	Former SEC adviser	Sep 30, 2010	Nov 16, 2012	no	SOUTH PASADENA, CA\|DETROIT, MI\|SOUTH PASADENA, CA	Previous registration
CITIGROUP GLOBAL MARKETS INC.	Bd affiliated wealth	May 29, 2007	Jan 21, 2010	no	ROSEMEAD, CA\|MONROVIA, CA\|PASADENA, CA\|MONROVIA, CA\|Temple City, CA	Previous registration
CITICORP INVESTMENT SERVICES	n/a	May 12, 2006	May 29, 2007	no	TEMPLE CITY, CA	Previous registration
CITICORP INVESTMENT SERVICES	n/a	Oct 29, 2004	Aug 2, 2005	no	TEMPLE CITY, CA	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
GOLDEN FOUNDATION ADVISORS LLC	AMERICAN VISION ADVISORS LLC	Dec 16, 2017	Nov 30, 2017	-16	Firm change	Other
COMERICA SECURITIES	GOLDEN FOUNDATION ADVISORS LLC	Nov 16, 2012	Mar 10, 2015	844	Firm change after gap	Other
CITIGROUP GLOBAL MARKETS INC.	COMERICA SECURITIES	Jan 21, 2010	Sep 30, 2010	252	Firm change	Other
CITICORP INVESTMENT SERVICES	CITIGROUP GLOBAL MARKETS INC.	May 29, 2007	May 29, 2007	0	Bulk transfer	Other

Relationships

Registered with (5)

→ AMERICAN VISION ADVISORS LLCRegistered adviserregistration: current employment
Nov 30, 2017 to presentfactForm ADV
→ GOLDEN FOUNDATION ADVISORS LLCRegistered adviserregistration: previous registration
Mar 10, 2015 to Dec 16, 2017factForm ADV
→ COMERICA SECURITIESRegistered adviserregistration: previous registration
Sep 30, 2010 to Nov 16, 2012factForm ADV
→ CITIGROUP GLOBAL MARKETS INC.Registered adviserregistration: previous registration
May 29, 2007 to Jan 21, 2010factForm ADV
→ CITICORP INVESTMENT SERVICESRegistered adviserregistration: previous registration
May 12, 2006 to May 29, 2007factForm ADV

Dated events

No dated event names this entity yet.