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William H Kim

Edelman Financial Engines

Silver Spring, MD

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Current Employers
Edelman Financial Engines

3945 Freedom Circle, Santa Clara, CA 95054 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2026-08-14
MD RA APPROVED 2026-08-13
  • TX RA
    APPROVED_RES
    Since 2026-08-14
  • MD RA
    APPROVED
    Since 2026-08-13

Branch Locations

12510 Prosperity Dr Suite 350 , Silver Spring, MD 20904 • 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
J.P. Morgan Securities, Llc Ellicott City MD 06/2019 02/2024
M&T Bank Na Ellicott City MD 02/2018 06/2019
Suntrust Bank N A Ellicott City MD 06/2017 02/2018
Bank Of America N A Ellicott City MD 06/2016 04/2017
Jp Morgan Chase Bank Na Ellicott City MD 06/2019 02/2024
Unemployed Elkridge MD 05/2017 05/2017
Unemployed Elkridge MD 02/2024 05/2024
T. Rowe Price Investment Services, Inc. Owings Mills MD 05/2024 04/2025
Truist Investment Services, Inc Laurel MD 04/2025 08/2025
Truist Advisory Services, Inc Laurel MD 04/2025 08/2025
Valic Financial Advisors, Inc. Linthicum Heights MD 11/2025 07/2026
Unemployed Elkridge MD 08/2025 10/2025
Edelman Financial Engines Santa Clara CA 07/2026 Present
  • 06/2019 → 02/2024
    J.P. Morgan Securities, Llc
    Ellicott City, MD
  • 02/2018 → 06/2019
    M&T Bank Na
    Ellicott City, MD
  • 06/2017 → 02/2018
    Suntrust Bank N A
    Ellicott City, MD
  • 06/2016 → 04/2017
    Bank Of America N A
    Ellicott City, MD
  • 06/2019 → 02/2024
    Jp Morgan Chase Bank Na
    Ellicott City, MD
  • 05/2017 → 05/2017
    Unemployed
    Elkridge, MD
  • 02/2024 → 05/2024
    Unemployed
    Elkridge, MD
  • 05/2024 → 04/2025
    T. Rowe Price Investment Services, Inc.
    Owings Mills, MD
  • 04/2025 → 08/2025
    Truist Investment Services, Inc
    Laurel, MD
  • 04/2025 → 08/2025
    Truist Advisory Services, Inc
    Laurel, MD
  • 11/2025 → 07/2026
    Valic Financial Advisors, Inc.
    Linthicum Heights, MD
  • 08/2025 → 10/2025
    Unemployed
    Elkridge, MD
  • 07/2026 → Present
    Edelman Financial Engines
    Santa Clara, CA
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-01-04
S63 Uniform Securities Agent State Law Examination 2019-08-29
  • S66 Uniform Combined State Law Examination
    2024-01-04
  • S63 Uniform Securities Agent State Law Examination
    2019-08-29
Other Names
  • Hyuk Kim
  • William Kim
  • William H Kim
  • William Hyuk Kim

View on SEC IAPD

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Other Offices

OSAIC WEALTH, INC. · Silver Spring, MD
ON INVESTMENT MANAGEMENT CO · SILVER SPRING, MD
STATE FARM INVESTMENT MANAGEMENT CORP. · Silver Spring, MD
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · SILVER SPRING, MD
STATE FARM INVESTMENT MANAGEMENT CORP. · Silver Spring, MD
PFS INVESTMENTS INC. · CALVENTON, MD
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · SILVER SPRING, MD
EMPOWER ADVISORY GROUP, LLC · BURTONSVILLE, MD

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