So Myong Kim

$1.78T regulatory AUM 16,844 advisory clients

Reported services (Item 5G)

Portfolio management (individuals)
Portfolio management (institutions)
Pension consulting
Selection of other advisers
Educational seminars
PERFORMANCE MEASUREMENT REPORTS, ALLOCATION MODELING, IPS, RESEARCH REPORTS AND SERVICES, SEE SCHEDULE D

From the firm’s Form ADV. Read the guides:

One Bryant Park, New York, NY 10036 • United States

Current Registrations

Authority	Category	Status	Date
DC	RA	APPROVED	2023-02-23
MD	RA	APPROVED	2023-02-23
TX	RA	APPROVED	2020-09-21

Branch Locations

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

Organization	City	State	From	To
Hsbc Bank Usa, N.A.	Washington	DC	08/2018	02/2020
Hsbc Securities (Usa) Inc.	Washington	DC	05/2019	02/2020
Unemployed	Silver Spring	MD	04/2018	08/2018
Mb Financial Bank, N.A.	Niles	IL	11/2015	03/2018
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Bethesda	MD	04/2020	Present
Bank Of America, N.A.	Bethesda	MD	07/2020	Present

08/2018 → 02/2020

Hsbc Bank Usa, N.A.

Washington, DC
05/2019 → 02/2020

Hsbc Securities (Usa) Inc.

Washington, DC
04/2018 → 08/2018

Unemployed

Silver Spring, MD
11/2015 → 03/2018

Mb Financial Bank, N.A.

Niles, IL
04/2020 → Present

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Bethesda, MD
07/2020 → Present

Bank Of America, N.A.

Bethesda, MD

Code	Exam	Date
S66	Uniform Combined State Law Examination	2020-08-14

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