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

CORIENT

Current firm class

independent wealth managerderived

Book size

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

Industry start

Jul 1, 2008earliest registration or exam on IAPD

Years in industry

18derivedfrom the industry start date

Years at current firm

3derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

2

Exams

S65

First exam

Jun 13, 2009

First registration

Jun 15, 2009

Dual registered

no

Other names

JEFFREY LIN

IAPD individual key

5580392

• Occurred

  Mar 31, 2023
  Advisor changed firm

  Jeffrey Nmn Lin left Portola Partners for Corient (registered 2023-01-20)

  Form ADVobserved 6 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:7cd6d329-bdec-d7eb-74a4-afe24f462fed

First observed

Jun 15, 2009

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.