Steven Byungkwan Chang

Current Employers

Employment History

• 06/2011 → 05/2017
  M Holdings Securities, Inc.
  Portland, OR
• 05/2017 → 04/2018
  Oregon State Treasury
  Tigard, OR
• 04/2018 → 08/2019
  Umpqua Bank
  Portland, OR
• 08/2019 → 09/2023
  Steward Partners Investment Solutions, Llc
  Lake Oswego, OR
• 04/2021 → 09/2023
  Steward Partners Global Advisory, Llc
  Lake Oswego, OR
• 11/2023 → Present
  Xtollo Investment Partners, Llc
  Austin, TX
• 09/2024 → Present
  Quasar Distributors, Llc
  Austin, TX
• 09/2023 → 11/2023
  Sabbatical
  Portland, OR
• 11/2023 → Present
  Kensington Asset Management, Llc
  Austin, TX

Previous Registrations

• 2018-04-24 → 2023-09-15
  Steward Partners Investment Solutions, Llc
  Portland, OR
  Portland, OR
• 2011-06-16 → 2017-05-12
  M Holdings Securities, Inc.
  Portland, OR
• 2007-05-18 → 2008-09-24
  Wells Fargo Clearing Services, Llc
  Portland, OR
• 2006-08-23 → 2007-02-21
  Wells Fargo Investments, Llc
  Beaverton, OR

Other Businesses

1) Xtollo Investment Partners, LLC; Investment Related; Austin, TX; Distribution of Quasar 40 Act Funds and Marketer of RIA Investment Advisory Services; Managing Director; Supervisory Principal of KID RRs, Compliance Consultant for KID business; 11/2023; 100hrs/mo; 100hrs/trading/mo; 2) Kensington Asset Management, LLC; Investment Related; Austin, TX; CCO; CCO for the risk and compliance program for an SEC registered RIA; 11/2023; 120hrs/mo; 120hrs/trading/mo. 3) PDX Personal Rental Property; non investment related; Rental Property; Tigard, OR; Owner; not involved in daily management that is done by property manager; 07/2024; 0 hrs/mo. 4) Kensington Investment Partners, LLC; Not investment related; Austin, TX; Director; Restricted Units / Profit Sharing; 7/2025; 100 hours per month; 0 hours per month trading 5) Consulting; Investment Related; Austin, TX; Consulting on industry and regulatory trends; Consultant; Start Date 9/23/25; 3 Hrs Per Month, 0 During Trading Hrs; Provide consulting on industry and regulatory trends to a global expert network and knowledge services firm.

Exams

• S66 Uniform Combined State Law Examination
  2005-01-12
• S63 Uniform Securities Agent State Law Examination
  2001-05-11