This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Current firm

DESTINATION WEALTH MANAGEMENT

Current firm class

independent wealth managerderived

Book size

not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none

Industry start

Sep 1, 2016earliest registration or exam on IAPD

Years in industry

10derivedfrom the industry start date

Years at current firm

1derivedfrom the current registration's begin date

Prior firms

3

Current registrations

1

Registered states

1

Exams

S65

First exam

Dec 16, 2022

First registration

Dec 16, 2022

Dual registered

no

IAPD individual key

7522569

• Occurred

  Oct 31, 2024
  Advisor changed firm

  Ingrid Shang-Ying Yeh left Kestra Advisory Services, Llc for Destination Wealth Management (registered 2025-05-01)

  Form ADVobserved 5 days ago
• Occurred

  Jun 25, 2024
  Advisor changed firm

  Ingrid Shang-Ying Yeh left Mariner for Kestra Advisory Services, Llc (registered 2024-06-24)

  Form ADVobserved 5 days ago
• Occurred

  Feb 7, 2023
  Advisor changed firm

  Ingrid Shang-Ying Yeh left Hayes Financial, Inc. for Mariner (registered 2022-12-21)

  Form ADVobserved 5 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:91657f6e-f675-d7fa-e3fb-9c5f79ce0a81

First observed

Dec 16, 2022

Last observed

Sep 14, 2026 7 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.