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Sophia I-Ju Feng

Destination Wealth Management

Walnut Creek, CA

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Current Employers
Destination Wealth Management

1255 Treat Boulevard Suite 900, Walnut Creek, CA 94597 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2024-05-16
  • CA RA
    APPROVED
    Since 2024-05-16

Branch Locations

1255 Treat Boulevard Suite 900, Walnut Creek, CA 94597 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Destination Wealth Management Walnut Creek CA 01/2015 08/2021
Destination Wealth Management Walnut Creek CA 08/2021 02/2023
Creative Planning Llc Overland Park KS 02/2023 04/2024
Destination Wealth Management Walnut Creek CA 04/2024 Present
Previous Registrations
Other Businesses

Rental Property; Livermore, CA; is investment related; Landlord; start date 11/2018; 2 hours per month/0 hours during trading.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2012-11-28
  • S65 Uniform Investment Adviser Law Examination
    2012-11-28
Designations
Other Names
  • Sophia I-Ju Ho
  • Sophia I-Ju Ho

View on SEC IAPD

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Annie Claire Klopstock
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Other Offices

USCF ADVISERS · WALNUT CREEK, CA
BURTON ENRIGHT WELCH · WALNUT CREEK, CA
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC · WALNUT CREEK, CA
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · WALNUT CREEK, CA
SAVANT WEALTH MANAGEMENT · Walnut Creek, CA
ONE CAPITAL MANAGEMENT, LLC · Walnut Creek, CA
ROCKEFELLER FINANCIAL LLC · Walnut Creek, CA
OSAIC WEALTH, INC. · WALNUT CREEK, CA

More in Walnut Creek, CA

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