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RIA / WealthAdvisor32 years in industry

DAVID JAMES DUNN

Advisor at KINGSBRIDGE WEALTH MANAGEMENT, INC.

LAS VEGAS, NV

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Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 12:40 AM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 0
On other graphs: 1
Observed: Aug 9, 2002 to Sep 14, 2026

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Venture Capitalidentity

David James Dunn

same person, same CRD on Schedule A · confidence 95% · family precision 100%

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: KINGSBRIDGE WEALTH MANAGEMENT, INC.
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Jul 19, 1994earliest registration or exam on IAPD
Years in industry: 32derivedfrom the industry start date
Years at current firm: 13derivedfrom the current registration's begin date
Prior firms: 5
Current registrations: 1
Registered states: 3
Exams: S65|S63
First exam: Jul 19, 1994
First registration: Aug 9, 2002
Dual registered: no
IAPD individual key: 2514757

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
KINGSBRIDGE WEALTH MANAGEMENT, INC.	Independent wealth	Oct 1, 2012	n/a	yes	LAS VEGAS, NV	Current employment
KINGSBRIDGE PRIVATE WEALTH MANAGEMENT, INC.	n/a	May 6, 2008	Dec 31, 2010	no	LAS VEGAS, NV	Previous registration
WESTERN INTERNATIONAL SECURITIES	Former SEC adviser	Mar 17, 2008	Jul 9, 2008	no	PASADENA, CA\|LAS VEGAS, NV	Previous registration
J.P. MORGAN SECURITIES LLC	Wirehouse	Dec 16, 2005	Mar 25, 2008	no	EAGLE, ID\|Los Angeles, CA	Previous registration
MORGAN STANLEY DW INC.	n/a	Jan 22, 2003	Dec 19, 2005	no	EAGLE, ID	Previous registration
MORGAN STANLEY & CO. LLC	n/a	Aug 9, 2002	Jan 24, 2003	no	LOS ANGELES, CA	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
KINGSBRIDGE PRIVATE WEALTH MANAGEMENT, INC.	KINGSBRIDGE WEALTH MANAGEMENT, INC.	Dec 31, 2010	Oct 1, 2012	640	Firm change after gap	Other
WESTERN INTERNATIONAL SECURITIES	KINGSBRIDGE PRIVATE WEALTH MANAGEMENT, INC.	Jul 9, 2008	May 6, 2008	-64	Firm change after gap	Other
J.P. MORGAN SECURITIES LLC	WESTERN INTERNATIONAL SECURITIES	Mar 25, 2008	Mar 17, 2008	-8	Firm change	Other
MORGAN STANLEY DW INC.	J.P. MORGAN SECURITIES LLC	Dec 19, 2005	Dec 16, 2005	-3	Firm change	Other
MORGAN STANLEY & CO. LLC	MORGAN STANLEY DW INC.	Jan 24, 2003	Jan 22, 2003	-2	Firm change	Other

Relationships

Registered with (6)

→ KINGSBRIDGE WEALTH MANAGEMENT, INC.Registered adviserregistration: current employment
Oct 1, 2012 to presentfactForm ADV
→ KINGSBRIDGE PRIVATE WEALTH MANAGEMENT, INC.Registered adviserregistration: previous registration
May 6, 2008 to Dec 31, 2010factForm ADV
→ WESTERN INTERNATIONAL SECURITIESRegistered adviserregistration: previous registration
Mar 17, 2008 to Jul 9, 2008factForm ADV
→ J.P. MORGAN SECURITIES LLCRegistered adviserregistration: previous registration
Dec 16, 2005 to Mar 25, 2008factForm ADV
→ MORGAN STANLEY DW INC.Registered adviserregistration: previous registration
Jan 22, 2003 to Dec 19, 2005factForm ADV
→ MORGAN STANLEY & CO. LLCRegistered adviserregistration: previous registration
Aug 9, 2002 to Jan 24, 2003factForm ADV

Dated events

No dated event names this entity yet.