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Kyle Christian Balcos

Hohimer Wealth Management, LLC

Black Diamond, WA

Seattle, WA

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Current Employers
Hohimer Wealth Management, Llc

One Union Square 600 University Street, Suite 2401, Seattle, WA 98101 • United States

Current Registrations

AuthorityCategoryStatusDate
WA RA APPROVED 2023-08-21
  • WA RA
    APPROVED
    Since 2023-08-21

Branch Locations

Black Diamond, WA • United States

One Union Square 600 University Street, Suite 2401, Seattle, WA 98101 • 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
Wells Fargo Bank Na Bellevue WA 07/2011 11/2021
Wells Fargo Advisors Llc Bellevue WA 05/2014 11/2016
Wells Fargo Clearing Services, Llc Bellevue WA 11/2016 11/2021
Hightower Chicago IL 11/2021 07/2023
Hohimer Wealth Management Llc Seattle WA 08/2023 Present
Previous Registrations
Other Businesses

Balcos Wealth Strategies (Insurance)

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2014-07-29
S63 Uniform Securities Agent State Law Examination 2014-07-09
  • S65 Uniform Investment Adviser Law Examination
    2014-07-29
  • S63 Uniform Securities Agent State Law Examination
    2014-07-09
Other Names
  • Kyle Christian Lee

View on SEC IAPD

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