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Daniel Hyun Kim

Wells Fargo Clearing Services, LLC

Houston, TX

San Antonio, TX

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Current Employers
Wells Fargo Clearing Services, Llc

One North Jefferson Avenue Mail Code: H0004-05E, St. Louis, MO 63103-2205 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-01-27
  • TX RA
    APPROVED
    Since 2025-01-27

Branch Locations

1000 Louisiana St 7Th Fl [Tn/Td-Rbo], Houston, TX 77002 • United States

24531 Ih 10 W, San Antonio, TX 78257 • 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
Usaa Financial Planning Services, Inc. San Antonio TX 07/2013 12/2020
Usaa Financial Advisors, Inc. San Antonio TX 07/2013 06/2020
Isagenix Addison TX 09/2015 11/2016
Usaa Investment Services Company San Antonio TX 01/2018 12/2020
Usaa Life Insurance Company San Antonio TX 12/2020 01/2025
Wells Fargo Clearing Services, Llc. Houston TX 01/2025 Present
  • 07/2013 → 12/2020
    Usaa Financial Planning Services, Inc.
    San Antonio, TX
  • 07/2013 → 06/2020
    Usaa Financial Advisors, Inc.
    San Antonio, TX
  • 09/2015 → 11/2016
    Isagenix
    Addison, TX
  • 01/2018 → 12/2020
    Usaa Investment Services Company
    San Antonio, TX
  • 12/2020 → 01/2025
    Usaa Life Insurance Company
    San Antonio, TX
  • 01/2025 → Present
    Wells Fargo Clearing Services, Llc.
    Houston, TX
Previous Registrations
  • 2024-06-06 → 2024-12-05
    Usaa Investment Services Company
    San Antonio, TX
    Colorado Springs, CO
    Boerne, TX
  • 2018-01-08 → 2023-12-14
    Usaa Investment Services Company
    San Antonio, TX
    San Antonio, TX
    Tampa, FL
    Colorado Springs, CO
  • 2013-08-12 → 2018-01-08
    Usaa Financial Planning Services
    Addison, TX
    San Antonio, TX
  • 2012-10-01 → 2013-08-01
    J.P. Morgan Securities Llc
    Carrollton, TX
  • 2012-03-29 → 2012-10-01
    Chase Investment Services Corp.
    Carrollton, TX
  • 2007-10-04 → 2012-02-24
    Usaa Investment Services Company
    San Antonio, TX
    San Antonio, TX
  • 2005-10-21 → 2007-09-18
    Wells Fargo Investments, Llc
    Newport Beach, CA
    Cerritos, CA
    Cerritos, CA
    Los Angeles, CA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2005-10-20
  • S66 Uniform Combined State Law Examination
    2005-10-20
Other Names
  • Dan Hyun Kim
  • Danny Hyun Kim

View on SEC IAPD

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Other Offices

BRIDGE CAPITAL ADVISORS · HOUSTON, TX
TSA WEALTH MANAGEMENT · HOUSTON, TX
PEREA CAPITAL · HOUSTON, TX
TRI-STAR ADVISORS, INC. · HOUSTON, TX
HORNOR, TOWNSEND & KENT, LLC · Houston, TX
AMERIPRISE FINANCIAL SERVICES, LLC · Houston, TX
LPL FINANCIAL LLC · HOUSTON, TX
MARINER INDEPENDENT · Houston, TX

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