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MK

Mark A. Kuniholm

TRUIST ADVISORY SERVICES
LEESBURG, VA 20176
Some features on this profile are disabled
CRD#: 3175136
MK

Professional summary

Mark Allen Kuniholm, CFP®, who also goes by Mark A Kuniholm, Mark Allen Kuniholm, is a registered financial advisor currently at TRUIST ADVISORY SERVICES, INC. located in Leesburg, Virginia and TRUIST INVESTMENT SERVICES, INC. located in Leesburg, Virginia.

Mark is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1999. Mark has worked at 12 firms and has passed the Series 63, Series 66, Series 7TO, SIE, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Mark A Kuniholm | Mark Allen Kuniholm

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Mark Allen Kuniholm's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®

Certified Financial Planner

Start date: 2012

Experience

Current

February 19, 2026 - Present

TRUIST ADVISORY SERVICES, INC.

Office #1: 1007 Edwards Ferry Road, Leesburg, VA 20176
RIA
CRD#: 283390
LEESBURG, VA
Current

February 19, 2026 - Present

TRUIST INVESTMENT SERVICES, INC.

Office #1: 1007 Edwards Ferry Rd Ne, Leesburg, VA 20176
BD
CRD#: 17499
Leesburg, VA
Past

October 10, 2025 - February 12, 2026

MOORS & CABOT, INC.

BD
CRD#: 594
Alexandria, VA
Past

June 23, 2025 - February 12, 2026

MOORS & CABOT, INC.

RIA
CRD#: 594
Alexandria, VA
Past

June 6, 2023 - October 15, 2024

SPIRE WEALTH MANAGEMENT, LLC

RIA
CRD#: 113908
Herndon, VA
Past

August 11, 2022 - June 5, 2023

ALLWORTH FINANCIAL, L.P.

RIA
CRD#: 111167
Bel Air, MD
Past

July 22, 2021 - July 22, 2022

BOGART WEALTH, LLC

RIA
CRD#: 283886
MCLEAN, VA
Past

April 18, 2018 - June 8, 2021

CREATIVE PLANNING

RIA
CRD#: 105348
HERNDON, VA
Past

February 24, 2015 - March 29, 2018

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

RIA
CRD#: 149018
RESTON, VA
Past

February 18, 2015 - March 29, 2018

RAYMOND JAMES FINANCIAL SERVICES, INC.

BD
CRD#: 6694
RESTON, VA
Past

January 20, 2012 - February 20, 2015

TRUIST INVESTMENT SERVICES, INC.

RIA
CRD#: 17499
STERLING, VA
Past

January 20, 2012 - February 20, 2015

TRUIST INVESTMENT SERVICES, INC.

BD
CRD#: 17499
STERLING, VA
Past

August 18, 2008 - February 7, 2012

WELLS FARGO CLEARING SERVICES, LLC

RIA
CRD#: 19616
GREAT FALLS, VA
Past

August 18, 2008 - February 7, 2012

WELLS FARGO CLEARING SERVICES, LLC

BD
CRD#: 19616
GREAT FALLS, VA
Past

February 23, 2006 - February 13, 2008

CHARLES SCHWAB & CO., INC.

RIA
CRD#: 5393
RESTON, VA
Past

June 4, 2004 - February 13, 2008

CHARLES SCHWAB & CO., INC.

BD
CRD#: 5393
RESTON, VA
Past

August 30, 2000 - July 5, 2001

CHARLES SCHWAB & CO., INC.

BD
CRD#: 5393
WESTLAKE, TX
Past

February 10, 1999 - February 16, 2000

JANUS HENDERSON DISTRIBUTORS US LLC

BD
CRD#: 28832
DENVER, CO

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
TA
TRUIST ADVISORY SERVICES, INC.
SUNTRUST ADVISORY SERVICES LLC | TRUIST ADVISORY SERVICES, INC. | SUNTRUST ADVISORY SERVICES, INC.

CRD#: 283390 / SEC#: 801-107729

RIA
Registered Investment Advisory firm - (5/18/2016 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.
RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

IAR
Virginia
(2/19/2026)
RR
Virginia
(2/20/2026)

Exams

State Security Law Exam
RR
Series 63
Date: 1/23/2026
Uniform Securities Agent State Law Examination
State Security Law Exam
RR
IAR
Series 66
Date: 12/28/2005
Uniform Combined State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 10/9/2025
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 3/29/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 9/1/2000
General Securities Representative Examination
General Industry/Product Exam
RR
Series 6
Date: 1/26/1999
Investment Company Products/Variable Contracts Representative Examination
SRO Registrations
RR
FINRA

Current Firm

TA
TRUIST ADVISORY SERVICES, INC.
SUNTRUST ADVISORY SERVICES LLC | TRUIST ADVISORY SERVICES, INC. | SUNTRUST ADVISORY SERVICES, INC.

CRD#: 283390 / SEC#: 801-107729

RIA
Registered Investment Advisory firm - (5/18/2016 Approved)
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Contact information

Main Address
303 Peachtree Street 2nd Floor, Atlanta, GA 30303
Mailing Address
Po Box 4418 Mc 107, Atlanta, GA 30302
Phone number
(800) 874-4770
Established
Firm type
Fiscal year end
# of Employees
2,469

SEC notice filing (52 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

TAS CONSULTING SERVICES AMC ADVANTAGE FIRM BROCHURE (12/1/2025)
TAS AMC WRAP MANAGED PROGRAMS BROCHURE (12/1/2025)

Regulatory assets under management

Total Number of Accounts124,363
AUM (Assets Under Management)$ 67,736,740,585

Accountant surprise examination report

Filing DateForm ADV-E CoverForm ADV-E Report
04/24/2025
Cover Page
Report
03/28/2024
Cover Page
Report
04/26/2023
Cover Page
Report

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

TRUIST ADVISORY SERVICES, INC.

CRD#: 283390Leesburg, VA 20176

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