Inactive

Seong Ho Kim

Wealthspire Advisors

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Current Employers

Wealthspire Advisors

521 Fifth Avenue 15Th Floor, New York, NY 10175 • United States

Current Registrations

Authority	Category	Status	Date
MD	RA	APPROVED	2021-01-05

MD RA
APPROVED

Since 2021-01-05

Branch Locations

12435 Park Potomac Avenue Suite 500, Potomac, MD 20854 • 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

Organization	City	State	From	To
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Fairfax	VA	06/2016	10/2019
Bank Of America, N.A.	Fairfax	VA	12/2018	10/2019
Wealthspire Advisors	Potomac	MD	10/2019	Present
Wealthspire Capital, Llc	Potomac	MD	10/2019	06/2020

06/2016 → 10/2019

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Fairfax, VA
12/2018 → 10/2019

Bank Of America, N.A.

Fairfax, VA
10/2019 → Present

Wealthspire Advisors

Potomac, MD
10/2019 → 06/2020

Wealthspire Capital, Llc

Potomac, MD

Previous Registrations

2020-03-11 → 2020-12-31

Wealthspire Advisors

Potomac, MD
2017-05-10 → 2019-10-16

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Reston, VA

Fairfax, VA

Leesburg, VA

Fairfax, VA

Fairfax, VA

Fairfax, VA

Vienna, VA

Fairfax, VA

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2017-05-09

S66 Uniform Combined State Law Examination

2017-05-09

Other Names

Paul Kim

View on SEC IAPD

Other Firms

MERITIS WEALTH MANAGEMENT, INC.

CHARLES SCHWAB & CO., INC.

LPL FINANCIAL LLC

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

Other Investors

LAURA DEAN PERKINS MARKOFF

JAMES CHRISTOPHER BROWN

HEATHER MCGOLERICK

KARL JACOB STIEGMANN

GARY RICHARD SOBELMAN

JAY MICHAEL WEINSTEIN

MICHELE GABRIELLE WALTHERT

Other Offices

MERITIS WEALTH MANAGEMENT, INC. · POTOMAC, MD

CHARLES SCHWAB & CO., INC. · Potomac, MD

WEALTHSPIRE ADVISORS · Potomac, MD

WEALTHSPIRE ADVISORS · Potomac, MD

WEALTHSPIRE ADVISORS · Potomac, MD

EDWARD JONES · POTOMAC, MD

MORGAN STANLEY · POTOMAC, MD

PATHSTONE · Potomac, MD

More in Potomac, MD

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