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

NEW INSIGHT WEALTH ADVISORS

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

Sep 9, 2004earliest registration or exam on IAPD

Years in industry

22derivedfrom the industry start date

Years at current firm

2derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

2

Exams

S66

First exam

Sep 9, 2004

First registration

Sep 27, 2004

Dual registered

yes, broker-dealer

Other names

CHUAN-CHEN LIN|CHUAN-CHEN MICHAEL LIN|MICHAEL CHUAN CHEN LIN|Michael C Lin

IAPD individual key

4803016

• Occurred

  Jan 12, 2022
  Advisor changed firm

  Michael Chuan Chen Lin left Ameriprise Financial Services, Llc for New Insight Wealth Advisors (registered 2024-07-26)

  Form ADVobserved 6 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:f01775b8-edb4-0cf2-51c6-ad7a7ad138b5

First observed

Sep 27, 2004

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.