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

Mark Kuniholm

Truist Advisory Services, Inc.BD affiliatedLeesburg, Vadual registrantIAPD 3175136

Certified Financial Planner

Feed of 09/14/2026

Also filed as Mark A Kuniholm

At current firm

0 y

since Feb 19, 2026

In the industry

20 y

since Dec 28, 2005 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S63, S66

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

Truist Advisory Services, Inc. BD affiliated current
since Feb 19, 2026 · Leesburg, Va
Moors & Cabot, Inc BD affiliated
Jun 23, 2025 to Feb 12, 2026 · Alexandria, Va
Spire Wealth Management, LLC BD affiliated
Jun 6, 2023 to Oct 15, 2024 · Mclean, Va
Allworth Financial, L.P. BD affiliated
Aug 11, 2022 to Jun 5, 2023 · Bel Air, Md
Bogart Wealth, LLC independent RIA
Jul 22, 2021 to Jul 22, 2022 · Mclean, Va
Creative Planning independent RIA
Apr 18, 2018 to Jun 8, 2021 · Herndon, Va
Raymond James Financial Services Advisors, Inc BD affiliated
Feb 24, 2015 to Mar 29, 2018 · Reston, Va
Suntrust Investment Services, Inc. former
Jan 20, 2012 to Feb 20, 2015 · Sterling, Va
Wells Fargo Advisors wirehouse
Aug 18, 2008 to Feb 7, 2012 · Great Falls, Va
Charles Schwab & Co., Inc. national BD
Feb 23, 2006 to Feb 13, 2008 · Reston, Va

Moves

a registration end followed by a registration begin elsewhere

Moors & Cabot, Inc to Truist Advisory Services, Inc.
left Feb 12, 2026, registered Feb 19, 2026 (7 days) · Affiliated broker-dealer or bank to another
Spire Wealth Management, LLC to Moors & Cabot, Inc
left Oct 15, 2024, registered Jun 23, 2025 (251 days) · Affiliated broker-dealer or bank to another
Allworth Financial, L.P. to Spire Wealth Management, LLC
left Jun 5, 2023, registered Jun 6, 2023 (1 days) · Affiliated broker-dealer or bank to another
Bogart Wealth, LLC to Allworth Financial, L.P.
left Jul 22, 2022, registered Aug 11, 2022 (20 days) · RIA to affiliated broker-dealer or bank
Creative Planning to Bogart Wealth, LLC
left Jun 8, 2021, registered Jul 22, 2021 (44 days) · RIA to RIA
Raymond James Financial Services Advisors, Inc to Creative Planning
left Mar 29, 2018, registered Apr 18, 2018 (20 days) · Affiliated broker-dealer or bank to independent RIA
Suntrust Investment Services, Inc. to Raymond James Financial Services Advisors, Inc
left Feb 20, 2015, registered Feb 24, 2015 (4 days) · Other
Wells Fargo Advisors to Suntrust Investment Services, Inc.
left Feb 7, 2012, registered Jan 20, 2012 (-18 days) · Other
Charles Schwab & Co., Inc. to Wells Fargo Advisors
left Feb 13, 2008, registered Aug 18, 2008 (187 days) · Affiliated broker-dealer or bank to wirehouse

Signals

Mark Kuniholm left Moors & Cabot, Inc for Truist Advisory Services, Inc. (registered 2026-02-19)
Feb 12, 2026 · Advisor changed firm · fact
Mark Kuniholm left Spire Wealth Management, Llc for Moors & Cabot, Inc (registered 2025-06-23)
Oct 15, 2024 · Advisor changed firm · fact
Mark Kuniholm left Allworth Financial, L.P. for Spire Wealth Management, Llc (registered 2023-06-06)
Jun 5, 2023 · Advisor changed firm · fact
Mark Kuniholm left Bogart Wealth, Llc for Allworth Financial, L.P. (registered 2022-08-11)
Jul 22, 2022 · 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: 20derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address