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John Yo Han Kim

Corient

San Francisco, CA

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Current Employers
Corient

830 Brickell Plaza Suite 4800, Miami, FL 33131 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2024-11-06
  • CA RA
    APPROVED
    Since 2024-11-06

Branch Locations

555 Mission St, Suite 3325, San Francisco, CA 94105 • 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
Asset Dedication San Francisco CA 09/2015 09/2016
Asset Dedication San Francisco CA 09/2016 05/2023
Ensemble Capital Management, Llc San Francisco CA 05/2023 11/2024
Corient San Francisco CA 11/2024 Present
Corient Services Llc Miami FL 11/2024 Present
  • 09/2015 → 09/2016
    Asset Dedication
    San Francisco, CA
  • 09/2016 → 05/2023
    Asset Dedication
    San Francisco, CA
  • 05/2023 → 11/2024
    Ensemble Capital Management, Llc
    San Francisco, CA
  • 11/2024 → Present
    Corient
    San Francisco, CA
  • 11/2024 → Present
    Corient Services Llc
    Miami, FL
Previous Registrations
  • 2023-06-07 → 2024-11-13
    Ensemble Capital Management, Llc
    San Francisco, CA
  • 2022-05-05 → 2023-05-09
    Asset Dedication, Llc
    San Francisco, CA
  • 2015-11-03 → 2021-12-31
    Asset Dedication, Llc
    San Francisco, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2015-11-03
  • S65 Uniform Investment Adviser Law Examination
    2015-11-03
Designations
Other Names
  • John Yohan Kim

View on SEC IAPD

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ZENTARA EXCHANGE LTD

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Jacob David Mahoney
ROBIN TICKNOR BRINCKERHOFF

Other Offices

FORT POINT CAPITAL PARTNERS LLC · SAN FRANCISCO, CA
DIVISAR CAPITAL MANAGEMENT, LLC · SAN FRANCISCO, CA
CHARLES SCHWAB & CO., INC. · San Francisco, CA
1SHARPE CAPITAL LLC · SAN FRANCISCO, CA
RBC SECURITIES, INC · SAN FRANCISCO, CA
STRATEGIC ADVISERS LLC · SAN FRANCISCO, CA
VALEAS CAPITAL PARTNERS · SAN FRANCISCO, CA
ZENTARA EXCHANGE LTD · SAN FRANCISCO, CA

More in San Francisco, CA

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