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RIA / WealthAdvisorCertified Financial Planner10 years in industry

Kevin Dunford

Advisor at BOLDIN ADVISORS

MILL VALLEY, CA | Snowflake, AZ

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Search this name across graphsid dfx:ria:8ee49e91-ebe9-3644-116a-bcc1ac2e97ff

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 11:15 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 3
On other graphs: 0
Observed: Feb 18, 2021 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

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

Current firm: BOLDIN ADVISORS
Current firm class: no raum reportedderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Aug 1, 2016earliest registration or exam on IAPD
Years in industry: 10derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 1
Designations: Certified Financial Planner
Exams: S63|S65
First exam: Nov 2, 2018
First registration: Feb 18, 2021
Dual registered: no
Other names: KEVIN MAX DUNFORD|KEVIN DUNFORD
IAPD individual key: 6704422

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
BOLDIN ADVISORS	No RAUM reported	Sep 11, 2026	n/a	yes	Snowflake, AZ\|MILL VALLEY, CA	Current employment
BETTER WORLD PLANNING	n/a	Oct 11, 2024	Jul 13, 2026	no	SNOWFLAKE, AZ	Previous registration
SWITCHPOINT FINANCIAL PLANNING LLC	Independent wealth	Aug 4, 2022	Nov 10, 2023	no	LEHI, UT\|Eagle, ID\|Coram, MT	Previous registration
COMMONWEALTH FINANCIAL NETWORK	National bd RIA	Feb 28, 2022	Jul 20, 2022	no	COLUMBUS, OH	Previous registration
CHARLES SCHWAB & CO., INC.	National bd RIA	Feb 18, 2021	May 18, 2021	no	Phoenix, AZ	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
BETTER WORLD PLANNING	BOLDIN ADVISORS	Jul 13, 2026	Sep 11, 2026	60	Firm change	Other
SWITCHPOINT FINANCIAL PLANNING LLC	BETTER WORLD PLANNING	Nov 10, 2023	Oct 11, 2024	336	Firm change	Other
COMMONWEALTH FINANCIAL NETWORK	SWITCHPOINT FINANCIAL PLANNING LLC	Jul 20, 2022	Aug 4, 2022	15	Firm change	Ibd to RIA
CHARLES SCHWAB & CO., INC.	COMMONWEALTH FINANCIAL NETWORK	May 18, 2021	Feb 28, 2022	286	Firm change	Ibd to ibd

Relationships

Registered with (5)

→ BOLDIN ADVISORSRegistered adviserregistration: current employment
Sep 11, 2026 to presentfactForm ADV
→ BETTER WORLD PLANNINGRegistered adviserregistration: previous registration
Oct 11, 2024 to Jul 13, 2026factForm ADV
→ SWITCHPOINT FINANCIAL PLANNING LLCRegistered adviserregistration: previous registration
Aug 4, 2022 to Nov 10, 2023factForm ADV
→ COMMONWEALTH FINANCIAL NETWORKRegistered adviserregistration: previous registration
Feb 28, 2022 to Jul 20, 2022factForm ADV
→ CHARLES SCHWAB & CO., INC.Registered adviserregistration: previous registration
Feb 18, 2021 to May 18, 2021factForm ADV

Dated events

Occurred
Jul 13, 2026
Advisor changed firm
Kevin Dunford left Better World Planning for Boldin Advisors (registered 2026-09-11)
Form ADVobserved 4 days ago
Occurred
Nov 10, 2023
Advisor changed firm
Kevin Dunford left Switchpoint Financial Planning Llc for Better World Planning (registered 2024-10-11)
Form ADVobserved 4 days ago
Occurred
Jul 20, 2022
Advisor changed firm
Kevin Dunford left Commonwealth Financial Network for Switchpoint Financial Planning Llc (registered 2022-08-04)
Form ADVobserved 4 days ago