William W. Peng

Current Employers

Employment History

• 12/2007 → Present
  Avivant, Llc
  Boston, MA
• 02/2013 → Present
  Y & Z Fidelity Realty
  West Roxbury, MA
• 03/2015 → Present
  Avivant (Nanjing) Information Technologies Co Ltd China
  Sudbury, MA
• 01/2016 → Present
  Suffolk University Sawyer Business School
  Boston, MA
• 04/2016 → 03/2018
  Capital Markets Iq
  Wilmington, DE
• 06/2016 → 09/2017
  Apps Associates
  Acton, MA
• 01/2017 → 10/2025
  Independent Insurance Agent - Massachusetts Life
  Sudbury, MA
• 12/2019 → 08/2020
  Sa Stone Wealth Management Inc.
  Birmingham, AL
• 12/2019 → 08/2020
  Sa Stone Investment Advisors Inc.
  Birmingham, AL
• 08/2020 → Present
  Capital Markets Iq
  Wilmington, DE
• 10/2020 → 12/2024
  Millennial Pharmaceutical
  Cambridg, MA

Previous Registrations

• 2019-12-06 → 2020-08-11
  Stonex Advisors Inc.
  Birmingham, AL
• 2018-03-21 → 2019-12-06
  Quest Capital Strategies, Inc.
  Sudbury, MA
  Laguna Hills, CA
  Laguna Hills, CA
• 2016-04-06 → 2018-03-21
  Capital Markets Iq, Llc
  Sudbury, MA
  Arlington, TX
• 2013-02-21 → 2016-04-04
  Quest Capital Strategies, Inc.
  Sudbury, MA
  Laguna Hills, CA
  Laguna Hills, CA
• 2010-10-07 → 2011-03-09
  Morgan Stanley
  Boston, MA

Other Businesses

1) Suffolk University - non-investment related. 73 TREMONT STREET, BOSTON, MA 02108. Higher Education. Position: Adjunct professor. Started: 01/19/2016. 10HRS/WK; 0 DURING TRADING HOURS. DUTIES: teaching college level in finance major. 2) BostonHaus Real Estate Group, LLC, Sudbury, MA, Investment related, Started 1/2025 (real estate sales and property management business), 5 hrs/wk 3) Avivant, LCC - non investment related. Sudbury, MA. Business Consulting Services. Owner/Manager. Started 12/2007. 10 HRS/WK; 1 During Trading Hours. Duties: Manage Business Activity. 4) Avivant (Nanjing) Information Technologies Co. Ltd China - Non-Investment related. 699-1 Xuanwu Blvd, Nanjing China. Educational Consulting Service, Consumer Product Business Development. Owner, President. Started: 03/2015. 10 Hrs/Wk; 0 During Trading Hours. Duties: Educational Consulting Service, Consumer Product Business Development. 5) Y & Z Fidelity Realty, 3 Petrel St, West Roxbury, MA 0213k - Investment Related. Residential Real Estate Sales. Position: Real Estate Salesperson. Started 2/21/2013. 5 Hr/Wk; 1 During Trading Hours. Duties: Residential Real Estate Sales. 6) Peng Financial Group Sudbury, MA, Investment Related, Owner, President d/b/a advisory entity Start 4/28/2020 Hours 120 per Mo.

Exams

• S66 Uniform Combined State Law Examination
  2010-08-29

Other Names

• Wei Peng
• Bill Peng
• William Wei Peng