Bernadette Youngsil Kim

Current Employers

Employment History

• 06/2001 → Present
  Wfgia
  Edinburg, TX
• 10/2004 → Present
  Bernadette Kim Financial Services Inc.
  Edinburg, TX
• 11/2004 → Present
  Moon Young Enterprise Llc
  Endinburg, TX
• 10/2008 → 12/2017
  Tokyo Restaurant Llc
  Mcallen, TX
• 10/2008 → Present
  Tokyo Asian Market, Llc
  Mcallen, TX
• 12/2007 → Present
  Mbk Enterprise Inc
  Mcallen, TX
• 07/2011 → Present
  Bkim Health Insurance Service Dba
  Edinburg, TX
• 12/2011 → 02/2023
  Debtmerica Llc
  Santa Anna, CA
• 01/2012 → Present
  Transamerica Financial Advisors, Llc
  Edinburg, TX
• 06/2012 → Present
  Heartland Institute Of Financial Edcuation
  Aurora, CO
• 08/2012 → Present
  Fund The Future College Planning Program By Heartland Institut O
  Aurora, CO
• 07/2016 → 11/2020
  Acumen Insurance Group,Llc
  Mcallen, TX
• 12/2020 → Present
  Provide Medicare Advantage Plan
  Weslaco, TX
• 08/2021 → Present
  National Association Of Registered Social Security Analysts
  Melville, NY
• 05/2013 → Present
  World System Builders (Wsb)
  Alviso, CA
• 12/2023 → Present
  Lspn
  Lindon, UT

Previous Registrations

• 2006-09-27 → 2012-01-06
  Investment Advisors International, Inc.
  Edinburg, TX
  Austin, TX
  Edinburg, TX
• 2005-06-29 → 2006-09-01
  Transamerica Financial Advisors, Llc
  Edinburg, TX

Other Businesses

Sales of insurance and non-insurance products and non-insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors, Inc.WSB- co-brand utilized by WFG agents (not a WFG company)- not an employee or an officer/director, no compensation Provide Medicare Advantage Plan / 1220-Present / Investment Related: No / 726 E Business 83 Weslaco, TX 78596 / Agent / Medicare / Hrs Work Monthly: 5 / Sec Trading Hrs: 0 / Offer Medicare advantage plan FUND THE FUTURE COLLEGE PLANNING PROGRAM BY HEARTLAND INSTITUTE OF FINANCIAL EDUCATION, 2851 S PARKER RD SUITE 1100 AURORA CO 80014, START DATE 08/31/2012, NOT INVESTMENT RELATED, COLLEGE PLANNING PROGRAM CONSULTANT, INTRODUCE AND EXPLAIN WHAT IS COLLEGE PLANNING PROGRAM IS ABOUT AND HELP THEM TO ENROLL TO PROGRAM, 20 HRS/MONTH HEARTLAND INSTITUTE OF FINANCIAL EDUCATION-NO/2851 S PARKER RD SUITE 1100,AURORA,CO 80014/CERTIFIED FINANCIAL EDUCATOR-GIVING FINANCIAL CLASSES AT WORK SITE OF COMPANIES FOR FEE/CERTIFIED FINANCIAL EDUCATOR INSTRUCTOR/6.6.2012/10/AS CERTIFIED FINANCIAL EDUCATOR REPRESENTING HEARTLAND INSTITUTE NON-PROFIT ORGANIZATION I WILL BE GIVING FINANCIAL CLASSES AT WORK SITE OF COMPANIES FOR FEE LSPN POSITION: referrer NATURE: estate planning referral service INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 12/11/2023 ADDRESS: 100 N state street suite B, Lindon UT 84042, United States DESCRIPTION: when prospect client has need for estate planning I will be referring the prospect client to LSPN by setting up the appointment with them then LSPN representative will do the presentation and assist client MOON YOUNG ENTERPRISE LLC / Emp Dates / Investment Related: No / ENDINBURG, TX / OPERATOR OF PROPERTY MANAGEMENT / NA / Hrs. Work Monthly: 0 / Sec Trading Hrs.: 0 / NA MBK ENTERPRISE INC / Emp Dates / Investment Related: No / MCALLE, TX / MCALLEN, TX / CPA / NA / Hrs. Work Monthly: 0 / Sec Trading Hrs.: 0 / NA TOKYO ASIAN MARKET, LLC / Emp Dates / Investment Related: No /Address / MCALLEN, TX / RETAIL SALES / NA / Hrs. Work Monthly: 0 / Sec Trading Hrs.: 0 / NA BKIM HEALTH INSURANCE SERVICE DBA / Emp Dates / Investment Related: No / EDINBURG, TX / AGENT / NA / Hrs. Work Monthly: 0 / Sec Trading Hrs.: 0 / NA BERNADETTE KIM FINANCIAL SERVICES INC. / Emp Dates / Investment Related: No / EDINBURG, TX / PRESIDENT / NA / Hrs. Work Monthly: 0 / Sec Trading Hrs.: 0 / NA National Association of Registered Social Security Analysts/0221-Present / Investment Related:No / Melville, NY/ social security analyst / NA / Hrs. Work Monthly: 0 / Sec Trading Hrs.: 0 / NA

Exams

• S65 Uniform Investment Adviser Law Examination
  2005-05-16
• S63 Uniform Securities Agent State Law Examination
  1995-06-14

Other Names

• Bernadette Y Kim