Steve Chong Young Kim

Current Employers

Employment History

• 05/2024 → Present
  Grand Monadnock Rotary Scholarship
  Peterborough, NH
• 07/2023 → Present
  The Colonial Performing Arts Center
  Keene, NH
• 05/2025 → Present
  Monadnock Regional Foundation For Family Services, Inc.
  Keene, NH
• 11/2025 → Present
  Monadnock Community Service Center
  Keene, NH
• 07/2019 → Present
  Monadnock Community Hospital
  Peterborough, NH
• 02/2015 → 12/2025
  Gradient Securities, Llc
  Arden Hills, MN
• 12/2014 → 07/2024
  Monadnock Financial, Llc
  Peterborough, NH
• 03/2015 → 03/2018
  Dublin Health & Benefit Group
  Dublin, NH
• 03/2018 → Present
  Hcb Solutions Group, Llc
  Peterborough, NH
• 01/2020 → 12/2025
  Dba Brady Associates Financial Services
  Peterborough, NH
• 04/2021 → Present
  Orbis Financial Group Inc
  Peterborough, NH
• 07/2024 → Present
  Orbis Financial Group Inc.
  Peterborough, NH
• 02/2015 → 07/2024
  Gradient Wealth Management
  Peterborough, NH

Previous Registrations

• 2015-02-17 → 2025-05-23
  Gradient Securities, Llc
  Peterborough, NH
  Dublin, NH
  Arden Hills, MN
  Arden Hills, MN
  Greenfield, MA
  Peterborough, NH
• 2013-11-01 → 2014-12-10
  Waddell & Reed
  Dublin, NH
  Bedford, NH
  Dover, MA

Other Businesses

1. GRAND MONADNOCK ROTARY SCHOLARSHIP; NOT INVT REL; 25 MAIN STREET, PETERBOROUGH, NH 03458; ROTARY CLUB; SCHOLARSHIP COMMITTEE; START 05/2024; 0.25 HRS/MO; 0 HRS/MO DURING TRADING; COMMUNITY SERVICE, AWARD SCHOLARSHIPS TO QUALIFIED APPLICANTS. 2. HCB SOLUTIONS GROUP, LLC; INVESTMENT RELATED; 855 HANOVER STREET #1299, MANCHESTER, NH 03104; HEALTH INSURANCE; MANAGING PARTNER/OWNER; START 03/2018; 5 HOURS PER MONTH; 5 HOURS DURING SECURITIES TRADING HOURS; SALES OF INDIVIDUAL HEALTH INSURANCE AND MEDICARE. 3. THE COLONIAL PERFORMING ARTS CENTER; NOT INV RELATED; 95 MAIN ST, KEENE, NH 03431; NON-PROFIT; BOARD MEMBER; START 07/2023; 3 HOURS PER MONTH; 1 HOURS DURING SECURITIES TRADING HOURS; NONPPROFIT THEATER HOSTING INDEPENDENT FILMS AND DIVERSE LIVE PERFORMACES. ATTEND MEETINGS, SUPPORT COMMUNITY ACTIVITIES. 4. MONADNOCK REGIONAL FOUNDATION FOR FAMILY SERVICES, INC.; INVESTMENT RELATED; 64 MAIN ST, KEENE, NH 03431; BOARD CHAIR; START 5/2025; 1 HOUR/MO; 0 HOURS DURING SECURITIES TRADING HOURS; responsible for monitoring performance and money manager(s). 5. MONADNOCK COMMUNITY SERVICE CENTER (MCSC); NOT INVESTMENT RELATED; 64 MAIN ST, KEENE, NH 03431; BOARD MEMBER; START11/2025; 1 HOUR/MO; 0 HOURS DURING SECURITIES TRADING HOURS. 6. MONADNOCK COMMUNITY HOSPITAL; INVESTMENT-RELATED; 452 Old Street Rd., Peterborough, NH 03458; Board of trustees, finance committee and chair of investment committee; START 07/2019; APPROXIMATELY 6 HOURS PER MONTH; 2 HOURS PER MONTH DURING SECURITIES TRADING HOURS; REVIEW HOSPITAL INVESTMENTS, ATTEND BOARD AND COMMITTEE MEETINGS, REVIEW FINANCIAL PERFORMANCE OF THE HOSPITAL, AND MAKE RECOMMENDATIONS.

Exams

• S65 Uniform Investment Adviser Law Examination
  2013-11-01
• S63 Uniform Securities Agent State Law Examination
  2006-04-13

Designations