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2603 Camino Ramon 200, San Ramon, CA 94583 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2021-03-12 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | San Ramon | CA | 09/2014 | 09/2020 |
| Giving Tree Wealth Advisors | San Ramon | CA | 03/2021 | Present |
| Kim Financial Advisors, Inc. | San Ramon | CA | 01/2001 | Present |
| John J. Kim, Sole Proprietor | San Ramon | CA | 01/2000 | Present |
(1) 09/12/2014 - JOHN J. Kim, Sole Proprietor - Landlord - TIME SPENT 1% - SAN RAMON, CA (2) 01/2001: KIM FINANCIAL ADVISORS, INC. - Owner - SAN RAMON, CA 94583
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-05-19 |
| S63 | Uniform Securities Agent State Law Examination | 1993-10-04 |
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