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CK

Christina Kim

MONARCH CAPITAL GROUP
New York, NY 10017
Some features on this profile are disabled
CRD#: 4917109
CK

Professional summary


Christina Kim, who also goes by Christina Young Kim, is a registered financial professional currently at MONARCH CAPITAL GROUP, LLC located in New York, New York.

Christina is registered as a RR (Registered Representative) and started their career in finance in 2005. Christina has worked at 3 firms and has passed the Series 66, Series 65, Series 63, Series 99TO, SIE, Series 7 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Christina Young 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) - BD


Click below to view Christina Kim's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

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


Current

March 3, 2017 - Present

MONARCH CAPITAL GROUP, LLC

Office #1: 370 Lexington Avenue, Suite 308, New York, NY 10017Office #2: 370 Lexington Avenue, Suite 308, New York, NY 10017
RIA
BD
CRD#: 47815
New York, NY
Past

June 9, 2008 - September 20, 2013

J.P. MORGAN SECURITIES LLC

RIA
CRD#: 79
NEW YORK, NY
Past

September 20, 2007 - September 20, 2013

J.P. MORGAN SECURITIES LLC

BD
CRD#: 79
NEW YORK, NY
Past

June 21, 2005 - November 1, 2005

PARTNERVEST SECURITIES, INC.

BD
CRD#: 104134
SANTA BARBARA, CA

State Registrations and Notice Filings


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

RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
New Jersey
(1/23/2025)
RR
New York
(4/12/2017)

Exams


State Security Law Exam
RR
IAR
Series 66
Date: 4/7/2017
Uniform Combined State Law Examination
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
RR
Series 99TO
Date: 3/6/2025
Operations Professional Examination
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
RR
Series 24
Date: 10/16/2017
General Securities Principal Examination
SRO Registrations
RR
FINRA

Current Firm


MC
MONARCH CAPITAL GROUP, LLC
MONARCH CAPITAL GROUP, LLC

CRD#: 47815 / SEC#: , 8-51911

New Jersey
Registered Investment Advisory firm - SEC (8/26/2004 Approved)
BD
Broker-Dealer Firm Regulated by FINRA (New York district office)
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Contact information


Main Address
370 Lexington Avenue, Suite 308 Suite 2240, New York, NY 10017
Mailing Address
370 Lexington Avenue, Suite 308, New York, NY 10017
Phone number
(212) 808-4333
Established
New York since 01/27/1999
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees
8

FINRA licenses (40 States and Territories)


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

Documents


Customer Relationship Summary (CRS / FINRA)Latest Form ADV

Direct owners and executive officers


NamePositionCRD#
MONARCH HOLDINGS, LLCMANAGEMENT COMPANY
COHEN, EDWARD BARRYFINOP
POTTER, MICHAEL DAVIDCHAIRMAN, CEO, CFO, CCO2417023

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


MONARCH CAPITAL GROUP, LLC

CRD#: 47815New York, NY 10017

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