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William Kim

Wespac Advisors, LLC

Orinda, CA

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Current Employers
Wespac Advisors, Llc

4 Orinda Way Suite 100-B, Orinda, CA 94563 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2026-02-11
  • CA RA
    APPROVED
    Since 2026-02-11

Branch Locations

4 Orinda Way Suite 100-B, Orinda, CA 94563 • 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
Wespac Orinda CA 04/2004 Present
  • 04/2004 → Present
    Wespac
    Orinda, CA
Previous Registrations
  • 2008-06-30 → 2008-10-21
    Wespac Advisors, Llc
    Oakland, CA
  • 2006-06-29 → 2008-04-22
    Waddell & Reed
    Concord, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2006-06-28
S63 Uniform Securities Agent State Law Examination 2001-08-29
  • S65 Uniform Investment Adviser Law Examination
    2006-06-28
  • S63 Uniform Securities Agent State Law Examination
    2001-08-29
Other Names
  • William Kim

View on SEC IAPD

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Other Offices

MCDONALD CAPITAL INVESTORS INC · ORINDA, CA
PENSERRA CAPITAL MANAGEMENT LLC · ORINDA, CA
ENERGY INNOVATION CAPITAL MANAGEMENT, LLC · ORINDA, CA
CROSSPOINT CAPITAL MANAGEMENT · ORINDA, CA
PENSERRA GLOBAL INVESTORS LLC · ORINDA, CA
PENSERRA WEALTH MANAGEMENT · ORINDA, CA
MB INMAN INVESTMENT ADVISORS, LLC · ORINDA, CA
WESPAC ADVISORS, LLC · ORINDA, CA

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