Mark Kuniholm is an investment adviser representative (IAR) with state registration records since 2006, appearing at 10 firms. Currently registered with TRUIST ADVISORY SERVICES, INC..
| Firm | From | To | Current |
|---|---|---|---|
| TRUIST ADVISORY SERVICES, INC. | 2026-02-19 | present | Yes |
| MOORS & CABOT, INC. | 2025-06-23 | 2026-02-12 | — |
| SPIRE WEALTH MANAGEMENT, LLC | 2023-06-06 | 2024-10-15 | — |
| ALLWORTH FINANCIAL, L.P. | 2022-08-11 | 2023-06-05 | — |
| BOGART WEALTH, LLC | 2021-07-22 | 2022-07-22 | — |
| CREATIVE PLANNING, LLC | 2018-04-18 | 2021-06-08 | — |
| RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC | 2015-02-24 | 2018-03-29 | — |
| TRUIST INVESTMENT SERVICES, INC. | 2012-01-20 | 2015-02-20 | — |
| WELLS FARGO CLEARING SERVICES, LLC | 2008-08-18 | 2012-02-07 | — |
| CHARLES SCHWAB & CO., INC. | 2006-02-23 | 2008-02-13 | — |