Joseph S Yoon

Current Employers

Employment History

• 04/2016 → 01/2019
  Charles Schwab & Co., Inc.
  Tysons Corner, VA
• 04/2016 → 01/2019
  Charles Schwab Bank
  Tysons Corner, VA
• 05/2010 → 01/2019
  Hwg Holdings Llc Dba Trivia Kings Entertainment
  Silver Spring, MD
• 07/2015 → Present
  Castle Hill Consulting, Llc
  Rockville, MD
• 05/2015 → 12/2016
  Inpower Coaching
  Arlington, VA
• 03/2019 → 08/2019
  Kalos Capital
  Alpharetta, GA
• 03/2019 → 12/2020
  Aog Wealth Management
  Great Falls, VA
• 01/2021 → Present
  Timescale Financial, Inc.
  Great Falls, VA
• 06/2022 → Present
  Resources Investment Advisors, Llc
  Overland Park, KS
• 02/2016 → 12/2016
  Uber
  Forestville, MD

Previous Registrations

• 2023-08-07 → 2024-03-27
  Onedigital
  Reston, VA
  Danvers, VA
• 2021-01-20 → 2023-07-25
  Timescale Financial, Inc.
  Reston, VA
  Great Falls, VA
  Danvers, MA
• 2019-03-08 → 2021-01-11
  Aog Wealth Management
  Reston, VA
• 2016-06-03 → 2019-01-18
  Charles Schwab & Co., Inc.
  Tysons Corner, VA
• 2012-11-19 → 2013-10-22
  Cmg Capital Management Group, Inc.
  Malvern, PA

Other Businesses

1)Castle Hill Consulting, LLC - Not investment related| 826 Ivy League Ln - Rockville, MD| Various 1099 Business - Owner| Start 07/01/2015| Less than 20 hours/month - None during trading hours| I am the principal of this LLC that I setup in order to conduct various 1099 business. 2) RENTAL PROPERTY | INVESTMENT-RELATED | ROCKVILLE, MD 20850 | REAL ESTATE/PROPERTY MANAGEMENT | OWNER/LANDLORD | 05/18/2018 | LESS THAN 20 HPM | NONE DURING TRADING HOURS | OWNER OF A RESIDENTIAL TOWNHOME THAT WE ARE NOW RENTING OUT. MANAGE FINANCIALS AS WELL AS UPKEEP THE PROPERTY.

Exams

• S65 Uniform Investment Adviser Law Examination
  2016-06-03
• S66 Uniform Combined State Law Examination
  2000-09-01

Designations

Other Names

• Joe Yoon