DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
Registered advisor
William H Kim
Feed of 09/14/2026
Also filed as Hyuk Kim
At current firm
0 y
since Aug 13, 2026
In the industry
10 y
since Jun 1, 2016 (earliest exam, job or registration)
Prior registered firms
3
IAPD previous registrations
State registrations
2
current, as an IAR
Firms today
1
current registrations
Exams
S63, S66
IA exams only
Book size
not public
not estimated here
Signals
3
dated events on this person
Registration history
IAPD current and previous registrations
- Edelman Financial Engines independent RIA currentsince Aug 13, 2026 · Silver Spring, Md
- Valic Financial Advisors, Inc. BD affiliatedNov 10, 2025 to Jul 30, 2026 · Linthicum Heights, Md
- Truist Advisory Services, Inc. BD affiliatedApr 16, 2025 to Sep 4, 2025 · Annapolis, Md
- T. Rowe Price Advisory Services, Inc. BD affiliatedJun 17, 2024 to Apr 16, 2025 · Owings Mills, Md
Moves
a registration end followed by a registration begin elsewhere
- Valic Financial Advisors, Inc. to Edelman Financial Enginesleft Jul 30, 2026, registered Aug 13, 2026 (14 days) · Affiliated broker-dealer or bank to independent RIA
- Truist Advisory Services, Inc. to Valic Financial Advisors, Inc.left Sep 4, 2025, registered Nov 10, 2025 (67 days) · Affiliated broker-dealer or bank to another
- T. Rowe Price Advisory Services, Inc. to Truist Advisory Services, Inc.left Apr 16, 2025, registered Apr 16, 2025 (0 days) · Affiliated broker-dealer or bank to another
Signals
- William H Kim left Valic Financial Advisors, Inc. for Edelman Financial Engines (registered 2026-08-13)Jul 30, 2026 · Advisor changed firm · fact
- William H Kim left Truist Advisory Services, Inc. for Valic Financial Advisors, Inc. (registered 2025-11-10)Sep 4, 2025 · Advisor changed firm · fact
- William H Kim left T. Rowe Price Advisory Services, Inc. for Truist Advisory Services, Inc. (registered 2025-04-16)Apr 16, 2025 · Advisor changed firm · fact
Transition signals
Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.
Provenance
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Independent wealth managerderived
- Years in industry
- 10derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address