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
Robert Laurence Kunde
Feed of 09/14/2026
Also filed as Bob Kunde
At current firm
1 y
since May 1, 2025
In the industry
32 y
since Jun 1, 1994 (earliest exam, job or registration)
Prior registered firms
8
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
S65, S63
IA exams only
Book size
not public
not estimated here
Signals
1
dated events on this person
Registration history
IAPD current and previous registrations
- LPL Financial LLC BD affiliated currentsince May 1, 2025 · Seattle, Wa
- Grove Point Advisors, LLC formerFeb 10, 2023 to May 1, 2025 · Rockville, Md
- Woodbury Financial Services, Inc. formerDec 14, 2018 to Feb 13, 2023 · Seattle, Wa
- Centaurus Financial, Inc. BD affiliatedMar 18, 2016 to Dec 18, 2018 · Seattle, Wa
- Madison Avenue Securities, LLC BD affiliatedJun 17, 2013 to Jan 8, 2016 · San Diego, Ca
- American Independent Securities Group, LLC independent RIAFeb 26, 2007 to Jun 17, 2013 · Eagle, Id
- Waddell & Reed formerNov 19, 2004 to Mar 5, 2007 · Seattle, Wa
- Independent Advisers Group Corp formerJul 19, 2000 to Nov 4, 2004 · Seattle, Wa
- Osaic Fs, Inc. formerJun 12, 2000 to Nov 5, 2004 · Seattle, Wa
Moves
a registration end followed by a registration begin elsewhere
- Grove Point Advisors, LLC to LPL Financial LLCleft May 1, 2025, registered May 1, 2025 (0 days) · corporate re-registration, not a move
- Woodbury Financial Services, Inc. to Grove Point Advisors, LLCleft Feb 13, 2023, registered Feb 10, 2023 (-3 days) · Affiliated broker-dealer or bank to another · moved with a team
- Centaurus Financial, Inc. to Woodbury Financial Services, Inc.left Dec 18, 2018, registered Dec 14, 2018 (-4 days) · Affiliated broker-dealer or bank to another
- Madison Avenue Securities, LLC to Centaurus Financial, Inc.left Jan 8, 2016, registered Mar 18, 2016 (70 days) · Other
- American Independent Securities Group, LLC to Madison Avenue Securities, LLCleft Jun 17, 2013, registered Jun 17, 2013 (0 days) · Other
- Waddell & Reed to American Independent Securities Group, LLCleft Mar 5, 2007, registered Feb 26, 2007 (-7 days) · Other
- Osaic Fs, Inc. to Independent Advisers Group Corpleft Nov 5, 2004, registered Jul 19, 2000 (-1570 days) · Other
- Independent Advisers Group Corp to Waddell & Reedleft Nov 4, 2004, registered Nov 19, 2004 (15 days) · Other
Signals
- Robert Laurence Kunde left Woodbury Financial Services, Inc. for Grove Point Advisors, Llc (registered 2023-02-10)Feb 13, 2023 · 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
- Broker-dealer affiliated wealth managerderived
- Years in industry
- 32derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address