Mark Kuniholm is a CFP-designated registered investment advisor, based in Leesburg, VA, with 22 years of industry experience.
Location
1007 Edwards Ferry Rd, Leesburg, VA, 20176
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Regulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Truist Investment Services, INC.Broker
February 2026 - Present · 3 mos
Truist Advisory Services, INC.
February 2026 - Present · 3 mos
Previous Registrations
Moors & Cabot, INC.Broker
October 2025 - February 2026 · 4 mos
Moors & Cabot, INC
June 2025 - February 2026 · 8 mos
Spire Wealth Management, LLC
June 2023 - October 2024 · 1 yr 4 mos
Allworth Financial, L.P.
August 2022 - June 2023 · 10 mos
Bogart Wealth, LLC
July 2021 - July 2022 · 1 yr
Creative Planning
April 2018 - June 2021 · 3 yrs 2 mos
Raymond James Financial Services Advisors, INC
February 2015 - March 2018 · 3 yrs 1 mo
Raymond James Financial Services, INC.Broker
February 2015 - March 2018 · 3 yrs 1 mo
Suntrust Investment Services, INC.
January 2012 - February 2015 · 3 yrs 1 mo
Suntrust Investment Services, INC.Broker
January 2012 - February 2015 · 3 yrs 1 mo
Wells Fargo Advisors, LLC
August 2008 - February 2012 · 3 yrs 6 mos
Wells Fargo Advisors, LLCBroker
August 2008 - February 2012 · 3 yrs 6 mos
Charles Schwab & CO., INC.
February 2006 - February 2008 · 2 yrs
Charles Schwab & CO., INC.Broker
June 2004 - February 2008 · 3 yrs 8 mos
Charles Schwab & CO., INC.Broker
August 2000 - July 2001 · 11 mos
Janus Distributors, INC.Broker
February 1999 - February 2000 · 1 yr
State Registrations3 states
DCMDVA
AdvisorBrokerBoth
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.