Kirk Randall Dunham

Employer firm

Raymond James Financial Services Advisors, Inc CRD 149018

$390B regulatory AUM 5,542 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 10/2015 → Present
  Raymond James Financial Services, Inc
  Watkinsville, GA
• 10/2015 → Present
  Raymond James Financial Services Advisors Inc.
  Watkinsville, GA
• 10/2015 → 10/2020
  Tsd Advisors, Llc Dba: The Avenue Wealth Management Group
  Watkinsville, GA
• 10/2015 → 02/2023
  Dunham/Olson Ent.
  Statham, GA
• 10/2015 → Present
  The Avenue Wealth Management
  Watkinsville, GA

Previous Registrations

• 2002-06-15 → 2015-10-21
  Wells Fargo Clearing Services, Llc
  Athens, GA
  Athens, GA

Other Businesses

(1)Name of Business: Dunham Wealth Mgmt Address: 1360 Caduceus Way Ste 101, Watkinsville, GA, 30677, United States Activity Type: Support Company - Owner Position/Title: Officer - President Investment Related: No Start Date: 12/30/2019 Hours per month devoted to this business: 21-40 Hours per month devoted to this business during trading hours: 21-40 Description of duties: Support Company (2)Name of Business: Make a Mirical Address: 5755 North Point Parkway, Alpharetta, GA, 30022, United States Activity Type: Non profit Position/Title: Board Member, Advisory Board Investment Related: Yes Start Date: 08/27/2025 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Board Advisory

Exams

• S65 Uniform Investment Adviser Law Examination
  1997-12-09
• S63 Uniform Securities Agent State Law Examination
  1997-05-31