# Mark Kuniholm

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..

## Registration history (10)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [TRUIST ADVISORY SERVICES, INC.](https://search.stillhousedata.com/firm/283390) | 2026-02-19 | present | Yes |
| [MOORS & CABOT, INC.](https://search.stillhousedata.com/firm/594) | 2025-06-23 | 2026-02-12 | — |
| [SPIRE WEALTH MANAGEMENT, LLC](https://search.stillhousedata.com/firm/113908) | 2023-06-06 | 2024-10-15 | — |
| [ALLWORTH FINANCIAL, L.P.](https://search.stillhousedata.com/firm/111167) | 2022-08-11 | 2023-06-05 | — |
| [BOGART WEALTH, LLC](https://search.stillhousedata.com/firm/283886) | 2021-07-22 | 2022-07-22 | — |
| [CREATIVE PLANNING, LLC](https://search.stillhousedata.com/firm/105348) | 2018-04-18 | 2021-06-08 | — |
| [RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC](https://search.stillhousedata.com/firm/149018) | 2015-02-24 | 2018-03-29 | — |
| [TRUIST INVESTMENT SERVICES, INC.](https://search.stillhousedata.com/firm/17499) | 2012-01-20 | 2015-02-20 | — |
| [WELLS FARGO CLEARING SERVICES, LLC](https://search.stillhousedata.com/firm/19616) | 2008-08-18 | 2012-02-07 | — |
| [CHARLES SCHWAB & CO., INC.](https://search.stillhousedata.com/firm/5393) | 2006-02-23 | 2008-02-13 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/3175136)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/3175136.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.