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

Kevin Dunford

Boldin Advisorsno RAUMMill Valley, Ca IA-onlyIAPD 6704422

Certified Financial Planner

Feed of 09/14/2026

Also filed as Kevin Max Dunford

At current firm

0 y

since Sep 11, 2026

In the industry

10 y

since Aug 1, 2016 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S63, S65

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

Boldin Advisors no RAUM current
since Sep 11, 2026 · Snowflake, Az
Better World Planning unclassified
Oct 11, 2024 to Jul 13, 2026 · Snowflake, Az
Switchpoint Financial Planning LLC independent RIA
Aug 4, 2022 to Nov 10, 2023 · Lehi, Ut
Commonwealth Financial Network national BD
Feb 28, 2022 to Jul 20, 2022 · Columbus, Oh
Charles Schwab & Co., Inc. national BD
Feb 18, 2021 to May 18, 2021 · Phoenix, Az

Moves

a registration end followed by a registration begin elsewhere

Better World Planning to Boldin Advisors
left Jul 13, 2026, registered Sep 11, 2026 (60 days) · Other
Switchpoint Financial Planning LLC to Better World Planning
left Nov 10, 2023, registered Oct 11, 2024 (336 days) · Other
Commonwealth Financial Network to Switchpoint Financial Planning LLC
left Jul 20, 2022, registered Aug 4, 2022 (15 days) · Affiliated broker-dealer or bank to independent RIA
Charles Schwab & Co., Inc. to Commonwealth Financial Network
left May 18, 2021, registered Feb 28, 2022 (286 days) · Affiliated broker-dealer or bank to another

Signals

Kevin Dunford left Better World Planning for Boldin Advisors (registered 2026-09-11)
Jul 13, 2026 · Advisor changed firm · fact
Kevin Dunford left Switchpoint Financial Planning Llc for Better World Planning (registered 2024-10-11)
Nov 10, 2023 · Advisor changed firm · fact
Kevin Dunford left Commonwealth Financial Network for Switchpoint Financial Planning Llc (registered 2022-08-04)
Jul 20, 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: No RAUM reportedderived
Years in industry: 10derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address