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Inactive

Elena Song

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
TX RA APPROVED 2026-02-12
CA RA APPROVED 2024-05-08
  • TX RA
    APPROVED
    Since 2026-02-12
  • CA RA
    APPROVED
    Since 2024-05-08

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
Aegis Wealth Management, Llc Bethesda MD 10/2019 10/2020
Consilium Wealth Management San Ramon CA 11/2020 02/2021
Team Hewins, Llc Redwood City CA 03/2021 10/2023
Unemployed Dulles VA 04/2016 11/2018
State Department Kampala 11/2018 09/2019
Polaris Wealth Advisory Group San Rafael CA 10/2023 11/2023
Rwa Wealth Partners, Llc Newton MA 11/2023 Present
Destination Wealth Management Walnut Creek CA 04/2024 Present
  • 10/2019 → 10/2020
    Aegis Wealth Management, Llc
    Bethesda, MD
  • 11/2020 → 02/2021
    Consilium Wealth Management
    San Ramon, CA
  • 03/2021 → 10/2023
    Team Hewins, Llc
    Redwood City, CA
  • 04/2016 → 11/2018
    Unemployed
    Dulles, VA
  • 11/2018 → 09/2019
    State Department
    Kampala
  • 10/2023 → 11/2023
    Polaris Wealth Advisory Group
    San Rafael, CA
  • 11/2023 → Present
    Rwa Wealth Partners, Llc
    Newton, MA
  • 04/2024 → Present
    Destination Wealth Management
    Walnut Creek, CA
Previous Registrations
  • 2023-11-03 → 2024-04-09
    Rwa Wealth Partners
    San Rafael, CA
    Boston, MA
  • 2023-10-13 → 2023-11-07
    Polaris Wealth Advisory Group
    San Rafael, CA
  • 2021-03-09 → 2023-10-02
    Team Hewins, Llc
    Foster City, CA
  • 2015-11-19 → 2019-03-13
    Aegis Wealth
    Bethesda, MD
Designations
Other Names
  • Elena Pak
  • Pak Elena
  • Song Elena

View on SEC IAPD

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BURTON ENRIGHT WELCH
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SAVANT WEALTH MANAGEMENT
ONE CAPITAL MANAGEMENT, LLC
ROCKEFELLER FINANCIAL LLC
OSAIC WEALTH, INC.

Other Investors

CHRISTOPHER STEPHEN HUGHES
Gerwin de Haan
KELLY METZLER RANDALL
Sydney Irene Kovacs
DAVID ANTHONY ESPINEIRA
BENJAMIN ROSS PETERS
Annie Claire Klopstock
Alex Kyle Soderberg

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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