Kevin Dunford

Current Employers

Employment History

• 05/2018 → 05/2021
  Charles Schwab & Co., Inc.
  Phoenix, AZ
• 03/2018 → 05/2018
  Unemployed
  Mesa, AZ
• 08/2016 → 03/2018
  Allegis Investment Services
  Idaho Falls, ID
• 09/2015 → 08/2016
  Pathway Byu-Idaho
  Rexburg, ID
• 05/2021 → 02/2022
  Brightside Benefit
  Peoria, AZ
• 02/2022 → 07/2022
  Gloeckner Green Mccabe Financial, Llc
  Columbus, OH
• 02/2022 → 07/2022
  Commonwealth Financial Network
  Waltham, MA
• 01/2024 → Present
  Intuit
  Mountain View, CA
• 08/2024 → Present
  Better World Planning
  Snowflake, AZ
• 07/2022 → 11/2023
  Switchpoint Financial Planning, Llc
  Lehi, UT

Previous Registrations

• 2022-08-04 → 2023-11-10
  Switchpoint Financial Planning Llc
  Eagle, ID
  Lehi, UT
  Coram, MT
• 2022-02-28 → 2022-07-20
  Commonwealth Financial Network
  Columbus, OH
• 2021-02-18 → 2021-05-18
  Charles Schwab & Co., Inc.
  Phoenix, AZ

Other Businesses

Kevin Dunford is currently Owner of KJD Investments LLC, a business brokerage account use to trade options. This activity accounts for approximately 5% of his time. Kevin Dunford is a Tax Preparer with Intuit. This is not investment related. The address is 2700 Coast Ave Mountain View, CA 94043. Intuit is tax preparation company. This activity started in January 2024. Kevin Dunford devotes approximately 20 hours per week during the season which runs December through April. Approximately 5 of those hours are during trading hours. This position involves preparing tax returns for clients of Intuit.

Exams

• S65 Uniform Investment Adviser Law Examination
  2021-02-17
• S63 Uniform Securities Agent State Law Examination
  2018-11-02

Designations

Other Names

• Kevin Max Dunford
• Kevin Dunford