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JK

John Y. Kim

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CRD#: 4014531
JK

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

John Yoonsang Kim, who also goes by John Y. Kim, was a registered financial professional .

John is a previously registered financial professional and started their career in finance in 1999. John had worked at 6 firms and has passed the Series 63, Series 66, SIE, Series 79 and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


John Y. Kim

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

February 7, 2020 - November 7, 2022

BDO CAPITAL ADVISORS, LLC

BD
CRD#: 109679
Houston, TX
Past

September 5, 2016 - January 7, 2020

WELLS FARGO CLEARING SERVICES, LLC

BD
CRD#: 19616
HOUSTON, TX
Past

June 22, 2006 - May 14, 2009

WELLS FARGO SECURITIES, LLC

BD
CRD#: 126292
CHARLOTTE, NC
Past

May 24, 2005 - June 21, 2006

MESIROW FINANCIAL, INC.

RIA
CRD#: 2764
CHICAGO, IL
Past

May 16, 2005 - June 21, 2006

MESIROW FINANCIAL, INC.

BD
CRD#: 2764
CHICAGO, IL
Past

April 14, 2004 - November 4, 2004

THE SEIDLER COMPANIES INCORPORATED

BD
CRD#: 3911
LOS ANGELES, CA
Past

October 8, 1999 - May 21, 2002

J.P. MORGAN SECURITIES INC.

BD
CRD#: 18718
NEW YORK, NY

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
RR
Series 63
Date: 9/11/2016
Uniform Securities Agent State Law Examination
State Security Law Exam
RR
IAR
Series 66
Date: 6/2/2004
Uniform Combined State Law Examination
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam

Current Firm


BC
BDO CAPITAL ADVISORS, LLC
BDO CAPITAL ADVISORS, LLC | TRENWITH SECURITIES, LLC | BDO CORPORATE FINANCE, LLC

CRD#: 109679 / SEC#: , 8-53100

BD
Broker-Dealer Firm Regulated by FINRA (Boston district office)
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Contact information


Main Address
One International Place 4th Floor, Boston, MA, 02110
Mailing Address
One International Place 4th Floor, Boston, MA, 02110
Phone number
(617) 442-7576
Established
Delaware since 12/14/1999
Firm type
Limited Liability Company
Fiscal year end
June
Firm Size
Small
# of Employees

FINRA licenses (28 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Direct owners and executive officers


NamePositionCRD#
TRENWITH GROUP, LLCHOLDING COMPANY
FRANK, JASON REEDCEO/CCO4670322
HEAD, BLAKE JACKSONPRINCIPAL6611446
THORNTON, STEVEN LEEFINOP4496384

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


BDO CAPITAL ADVISORS, LLC

CRD#: 109679

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