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Inactive

Ingrid Shang-Ying Yeh

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 2025-05-01
  • CA RA
    APPROVED
    Since 2025-05-01

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
Hayes Financial, Inc. San Jose CA 01/2022 12/2022
Unemployed Santa Clara CA 06/2020 12/2021
University Of California - Los Angeles Los Angeles CA 09/2018 06/2020
De Anza College Cupertino CA 09/2016 06/2018
Mariner Wealth Advisors San Jose CA 12/2022 06/2024
Kestra Advisory Services, Llc San Jose CA 06/2024 10/2024
Destination Wealth Management Walnut Creek CA 04/2025 Present
Unemployed San Jose CA 10/2024 04/2025
  • 01/2022 → 12/2022
    Hayes Financial, Inc.
    San Jose, CA
  • 06/2020 → 12/2021
    Unemployed
    Santa Clara, CA
  • 09/2018 → 06/2020
    University Of California - Los Angeles
    Los Angeles, CA
  • 09/2016 → 06/2018
    De Anza College
    Cupertino, CA
  • 12/2022 → 06/2024
    Mariner Wealth Advisors
    San Jose, CA
  • 06/2024 → 10/2024
    Kestra Advisory Services, Llc
    San Jose, CA
  • 04/2025 → Present
    Destination Wealth Management
    Walnut Creek, CA
  • 10/2024 → 04/2025
    Unemployed
    San Jose, CA
Previous Registrations
  • 2024-06-24 → 2024-10-31
    Kestra Advisory Services, Llc
    San Jose, CA
    Austin, TX
  • 2022-12-21 → 2024-06-25
    Mariner
    San Jose, CA
  • 2022-12-16 → 2023-02-07
    Hayes Financial, Inc.
    San Jose, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-12-16
  • S65 Uniform Investment Adviser Law Examination
    2022-12-16

View on SEC IAPD

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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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