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Sterling, VA • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2025-04-10 |
| VA | RA | APPROVED | 2025-01-21 |
Branch Locations
3 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Invest Financial Corporation | Centreville | VA | 08/2005 | 02/2018 |
| Lpl Financial Llc | Dulles | VA | 02/2018 | 06/2024 |
| Lpl Financial Llc | Dulles | VA | 02/2018 | 06/2021 |
| Invest Financial Corporation | Centreville | VA | 05/2009 | 02/2018 |
| Kyo Capital Management | Sterling | VA | 05/2024 | Present |
| The Leaders Group, Inc. | Dulles | VA | 05/2024 | 05/2025 |
| Tlg Advisors, Inc. | Littleton | CO | 05/2024 | 05/2024 |
| The Private Client Advisory Group, Llc | Annandale | VA | 02/2021 | 06/2024 |
| Tlg Advisors, Inc. | Dulles | VA | 06/2024 | 01/2025 |
| Kyo Asset Management, Llc | Sterling | VA | 01/2025 | Present |
1) Mr. Kim is dually registered with Kyo Asset Management, LLC Mr. Kim has served as an investment advisor representative for Kyo Asset Management, LLC since 01/2025 Business is conducted from Dulles, VA 20166. Mr. Kim spends approximately 10% of his time per month. 2) Licensed insurance agent; Investment-related; Sterling, VA 20166; Insurance sales; Implementation of insurance recommendations; Start date: 05/2005; Approx. 10% of time during the month. 3) Kyo Capital Management; Not investment-related; Sterling, VA 20166; Owner and investment officer; Residential and commercial real estate development; Project valuations; Start date: 05/2024; Approx. 10% of time during the month.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2009-05-12 |
| S63 | Uniform Securities Agent State Law Examination | 1996-06-20 |
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