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1545 River Park Drive Suite 202, Sacramento, CA 95815 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-04-01 |
Branch Locations
1545 River Park Drive Suite 202, Sacramento, CA 95815 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial, Llc | Sacramento | CA | 01/2022 | 01/2025 |
| The Financial Services Network | Sacramento | CA | 01/2022 | 09/2022 |
| Franklin Templeton | Rancho Cordova | CA | 01/2021 | 12/2021 |
| State Street Bank & Trust Corporation | Sacramento | CA | 07/2017 | 01/2021 |
| State Street Bank & Trust Corporation | Sacramento | CA | 10/2016 | 07/2017 |
| University Of California, Davis | Davis | CA | 10/2013 | 06/2017 |
| Mariner Independent Advisor Network | Sacramento | CA | 10/2022 | 01/2025 |
| Boyd Wealth Management, Llc | Sacramento | CA | 01/2025 | Present |
| Boyd Wealth Management, Llc | Sacramento | CA | 01/2025 | Present |
1- 12/2023 / Real Estate Rental / Investment Related / 750 N Idaho St, San Mateo, CA 94401 2- 01/2022 / DBA for LPL Business (entity for LPL business) / THE FINANCIAL SERVICES NETWORK / Sacramento, CA 3- Jiyao Peng co-owns a rental property with her parents. No business hours devoted to it.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-11-11 |
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