Mark Kuniholm

303 Peachtree Street 2Nd Floor, Atlanta, GA 30303 • United States

Current Registrations

Authority	Category	Status	Date
VA	RA	APPROVED	2026-02-19

Branch Locations

No disclosure categories reported as “Yes” on this SEC record.

Organization	City	State	From	To
Raymond James Financial Services Inc	Reston	VA	02/2015	03/2018
Raymond James Financial Services Advisors Inc.	Reston	VA	02/2015	03/2018
Jtb International Inc. And Global Advisor Group	Reston	VA	02/2015	03/2018
Creative Planning	Herndon	VA	04/2018	07/2021
Bogart Wealth	Mclean	VA	07/2021	07/2022
Allworth Financial, L.P.	Bel Air	MD	08/2022	06/2023
Spire/Corbett Investment	Bel Air	MD	06/2023	09/2024
Unemployed	Herndon	MD	10/2024	06/2025
Moors Cabot Inc	Alexandria	VA	06/2025	02/2026
Truist Investment Services, Inc	Leesburg	VA	02/2026	Present
Truist Advisory Services, Inc	Leesburg	VA	02/2026	Present

2025-06-23 → 2026-02-12

Moors & Cabot, Inc.

Alexandria, VA
2023-06-06 → 2024-10-15

Spire Wealth Management, Llc

Mclean, VA

Herndon, VA
2022-08-11 → 2023-06-05

Allworth Financial, L.P.

Bel Air, MD
2021-07-22 → 2022-07-22

Bogart Wealth, Llc

Mclean, VA
2018-04-18 → 2021-06-08

Creative Planning

Herndon, VA

Overland Park, KS
2015-02-24 → 2018-03-29

Raymond James Financial Services Advisors, Inc

Reston, VA
2012-01-20 → 2015-02-20

Truist Investment Services, Inc.

Sterling, VA

Vienna, VA

Ashburn, VA

Leesburg, VA

Leesburg, VA

Herndon, VA

Sterling, VA

Sterling, VA
2008-08-18 → 2012-02-07

Wells Fargo Clearing Services, Llc

Great Falls, VA

Reston, VA

Mclean, VA

Herndon, VA
2006-02-23 → 2008-02-13

Charles Schwab & Co., Inc.

Reston, VA

Reston, VA

Code	Exam	Date
S63	Uniform Securities Agent State Law Examination	2026-01-23
S66	Uniform Combined State Law Examination	2005-12-28

Other Firms