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RIA / WealthAdvisordual registered (broker-dealer)13 years in industry

ERIC WEI TING LIN

Advisor at INVESTMENT RESEARCH CORP

DENVER, CO | Rancho Santa Margarita, CA

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Search this name across graphsid dfx:ria:baa490db-11ef-599a-1102-6a22d022b087

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 5:36 AM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 1
On other graphs: 0
Observed: Jul 18, 2013 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: INVESTMENT RESEARCH CORP
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 18, 2013earliest registration or exam on IAPD
Years in industry: 13derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 5
Current registrations: 1
Registered states: 1
Exams: S65|S66
First exam: Mar 8, 2025
First registration: Jul 18, 2013
Dual registered: yes, broker-dealer
Other names: WEITING LIN|WEI-TING LIN|ERIC LIN|WEI TING LIN|ERIC W LIN|WEITING LIN
IAPD individual key: 5382970

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
INVESTMENT RESEARCH CORP	Independent wealth	May 8, 2025	n/a	yes	Rancho Santa Margarita, CA\|DENVER, CO	Current employment
STONEX ADVISORS INC.	Bd affiliated wealth	Dec 6, 2019	Dec 31, 2022	no	BIRMINGHAM, AL	Previous registration
QUEST CAPITAL STRATEGIES, INC.	Former SEC adviser	Apr 27, 2018	Dec 6, 2019	no	CHINO HILLS, CA\|LAGUNA HILLS, CA\|LAGUNA HILLS, CA	Previous registration
LPL FINANCIAL LLC	Bd affiliated wealth	Nov 7, 2016	Aug 2, 2017	no	Los Angeles, CA\|ALISO VIEJO, CA\|LOS ANGELES, CA	Previous registration
CETERA INVESTMENT ADVISERS LLC	Bd affiliated wealth	Jan 4, 2016	Nov 4, 2016	no	CITY OF INDUSTRY, CA	Previous registration
EQUITABLE ADVISORS, LLC	National bd RIA	Jul 18, 2013	Jan 23, 2014	no	CHINO HILLS, CA\|IRVINE, CA\|IRVINE, 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
STONEX ADVISORS INC.	INVESTMENT RESEARCH CORP	Dec 31, 2022	May 8, 2025	859	Firm change after gap	Ibd to RIA
QUEST CAPITAL STRATEGIES, INC.	STONEX ADVISORS INC.	Dec 6, 2019	Dec 6, 2019	0	Bulk transfer	RIA to ibd
LPL FINANCIAL LLC	QUEST CAPITAL STRATEGIES, INC.	Aug 2, 2017	Apr 27, 2018	268	Firm change	Other
CETERA INVESTMENT ADVISERS LLC	LPL FINANCIAL LLC	Nov 4, 2016	Nov 7, 2016	3	Bulk transfer	Other
EQUITABLE ADVISORS, LLC	CETERA INVESTMENT ADVISERS LLC	Jan 23, 2014	Jan 4, 2016	711	Firm change after gap	Other

Relationships

Registered with (6)

→ INVESTMENT RESEARCH CORPRegistered adviserregistration: current employment
May 8, 2025 to presentfactForm ADV
→ STONEX ADVISORS INC.Registered adviserregistration: previous registration
Dec 6, 2019 to Dec 31, 2022factForm ADV
→ QUEST CAPITAL STRATEGIES, INC.Registered adviserregistration: previous registration
Apr 27, 2018 to Dec 6, 2019factForm ADV
→ LPL FINANCIAL LLCRegistered adviserregistration: previous registration
Nov 7, 2016 to Aug 2, 2017factForm ADV
→ CETERA INVESTMENT ADVISERS LLCRegistered adviserregistration: previous registration
Jan 4, 2016 to Nov 4, 2016factForm ADV
→ EQUITABLE ADVISORS, LLCRegistered adviserregistration: previous registration
Jul 18, 2013 to Jan 23, 2014factForm ADV

Dated events

Occurred
Dec 31, 2022
Advisor changed firm
Eric Wei Ting Lin left Stonex Advisors Inc. for Investment Research Corp (registered 2025-05-08)
Form ADVobserved 5 days ago