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Current Employers
Strategic Advisers Llc

155 Seaport Blvd, Boston, MA 02210-2698 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-03-31
TX RA APPROVED 2025-03-31
  • CA RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED
    Since 2025-03-31

Branch Locations

Buena Park, CA • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Merrill Lynch, Pierce, Fenner & Smith Incorporated Rolling Meadows IL 02/2018 Present
Self-Employed (Kim Translation's) Los Angeles CA 07/2014 01/2018
University Of California, San Diego La Jolla CA 09/2015 08/2017
Bank Of America, N.A. Rolling Meadows IL 09/2019 03/2021
Fidelity Investments Westlake TX 04/2021 Present
Fidelity Investments Boston MA 03/2025 Present
  • 02/2018 → Present
    Rolling Meadows, IL
  • 07/2014 → 01/2018
    Self-Employed (Kim Translation's)
    Los Angeles, CA
  • 09/2015 → 08/2017
    University Of California, San Diego
    La Jolla, CA
  • 09/2019 → 03/2021
    Bank Of America, N.A.
    Rolling Meadows, IL
  • 04/2021 → Present
    Fidelity Investments
    Westlake, TX
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2018-05-09
S63 Uniform Securities Agent State Law Examination 2011-10-03
  • S66 Uniform Combined State Law Examination
    2018-05-09
  • S63 Uniform Securities Agent State Law Examination
    2011-10-03
Other Names
  • Paul Kim

View on SEC IAPD

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