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Inactive

Yerim Hahm

Brio Financial Group

San Francisco, CA

Seattle, WA

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Current Employers
Brio Financial Group

19 Sutter Street, San Francisco, CA 94104 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-03-06
WA RA APPROVED 2025-03-06
  • CA RA
    APPROVED
    Since 2025-03-06
  • WA RA
    APPROVED
    Since 2025-03-06

Branch Locations

19 Sutter Street, San Francisco, CA 94104 • United States

Seattle, WA • 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
Brio Financial Group Seattle WA 03/2025 Present
Flow Financial Planning Seattle WA 02/2022 02/2025
Causing Group (A Lpl Firm) Seattle WA 08/2021 02/2022
Telepharm (Cardinal Health) Columbus OH 11/2020 07/2021
Cardinal Health Columbus OH 01/2019 11/2020
The Ohio State University Columbus OH 09/2014 12/2018
  • 03/2025 → Present
    Brio Financial Group
    Seattle, WA
  • 02/2022 → 02/2025
    Flow Financial Planning
    Seattle, WA
  • 08/2021 → 02/2022
    Causing Group (A Lpl Firm)
    Seattle, WA
  • 11/2020 → 07/2021
    Telepharm (Cardinal Health)
    Columbus, OH
  • 01/2019 → 11/2020
    Cardinal Health
    Columbus, OH
  • 09/2014 → 12/2018
    The Ohio State University
    Columbus, OH
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-07-22
  • S65 Uniform Investment Adviser Law Examination
    2022-07-22
Designations

View on SEC IAPD

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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

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