David Krunch Whitfield Kloberdanz

Current Employers

Employment History

• 12/2015 → 01/2026
  Ubs Financial Services Inc.
  Atlanta, GA
• 01/2026 → Present
  Elevation Point Wealth Partners, Llc
  Atlanta, GA

Previous Registrations

• 2015-12-15 → 2026-02-24
  Ubs Financial Services Inc.
  Atlanta, GA
  Cashiers, NC
  Atlanta, GA
• 2008-09-19 → 2015-12-17
  Credit Suisse Securities (Usa) Llc
  Atlanta, GA
• 2004-04-28 → 2008-10-09
  Lehman Brothers Inc.
  Atlanta, GA
  Atlanta, GA
  New York, NY

Other Businesses

OBA 1: Residential Rental Activity Investment Related: No Business Name: Krunch Kloberdanz (Residential Rental) Address: Atlanta, GA Nature of Business: Real Estate / Residential Rental Position/Title: Owner Start Date: 12/2015 Approximate Hours per Month: 1 (Minimal/Occasional) Hours During Trading: 0 Duties: Owner of the property; responsibilities include monitoring third-party use of the residence to ensure property maintenance and prevent damage. OBA 2: Bill Rompf Junior Tennis Foundation Investment Related: No Business Name: Bill Rompf Junior Tennis Foundation Address: 211 North Broadway, Edmond, OK 73034 Nature of Business: Non-profit foundation awarding scholarships to junior tennis players in financial need Position/Title: Member of Board of Directors and Treasurer Start Date: 01/2021 Approximate Hours per Month: 1 Hours During Trading: 0 Duties: Serves on the Board of Directors and as Treasurer; facilitates fundraising efforts, grants scholarships to recipients, and markets the foundation's mission.

Exams

• S66 Uniform Combined State Law Examination
  2003-10-20
• S63 Uniform Securities Agent State Law Examination
  1998-04-09

Other Names

• Krunch Kloberdanz
• David Krunch Kloberdanz
• David Whitfield Kloberdanz