David Dunn has been President of Kingsbridge Wealth Management since September 2012, is a control person of the firm and directly owns under 5% of it.
Kingsbridge Wealth Management, Inc. is a Las Vegas, NV firm with $469M under management, 52 clients and 4 advisers across 2 offices, as of its March 2026 filing.
David Dunn’s longest registration is the current one, 14 years at Kingsbridge Wealth Management since 2012. Before joining Kingsbridge Wealth Management in 2012, David Dunn was registered through Kingsbridge Private Wealth Management, Inc. and Western International Securities.
- – present · 14 yearsLas Vegas, NV · Adviser representative · Firm CRD 165560
- Kingsbridge Private Wealth Management, Inc.– · 2 yearsLas Vegas, NV · Adviser representative · Firm CRD 147023
- Western International Securities– · under a yearLas Vegas, NV · Adviser representative · Firm CRD 39262
- Bear, Stearns & Co. Inc.– · 2 yearsEagle, ID · Adviser representative · Firm CRD 79
- Morgan Stanley– · 2 yearsEagle, ID · Adviser representative · Firm CRD 7556
- Morgan Stanley & Co., Incorporated– · under a yearLos Angeles, CA · Adviser representative · Firm CRD 8209
Investment adviser representative registrations
David Dunn is registered as an investment adviser representative in 3 states. The first approvals date from October 2012; the most recent is Texas, in May 2025.
- CaliforniaSince 1 October 2012
- NevadaSince 1 October 2012
- TexasSince 16 May 2025
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 31 | Futures Managed Funds Examination | 17 May 1999 |
| Series 65 | Uniform Investment Adviser Law Examination | 14 December 1994 |
| Series 7 | General Securities Representative Examination | 15 August 1994 |
| Series 63 | Uniform Securities Agent State Law Examination | 19 July 1994 |
- Name
- Futures Managed Funds Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- General Securities Representative Examination
- Name
- Uniform Securities Agent State Law Examination
- Full name
- David James Dunn
- CRD
- 2514757
- Firm
- Kingsbridge Wealth Management · CRD 165560
- Role
- President
- Office
- 1140 N. TOWN CENTER DRIVE, SUITE 265, Las Vegas, NV 89144
- Registration
- Investment adviser registration
- In the industry since
- May 2004
- Disciplinary history
- Not yet shown here · SEC record
Where does David Dunn work?
David Dunn has been President of Kingsbridge Wealth Management, Inc. since September 2012, and is a control person of the firm.
Is David Dunn a financial advisor?
Yes. David Dunn has a current investment-adviser registration in California, Nevada and Texas, through Kingsbridge Wealth Management since October 2012.
How many years of experience does David Dunn have?
David Dunn has 22 years in the financial industry, since May 2004, across 6 adviser firms.
What exams has David Dunn passed?
David Dunn has passed 4 licensing exams: the Series 63, Series 7, Series 65 and Series 31. The earliest, the Series 63, was passed in July 1994.
Where did David Dunn work before Kingsbridge Wealth Management?
Before Kingsbridge Wealth Management, David Dunn was registered through Kingsbridge Private Wealth Management, Inc., May 2008 to December 2010; Western International Securities, March 2008 to July 2008; Bear, Stearns & Co. Inc., December 2005 to March 2008; Morgan Stanley, January 2003 to December 2005; Morgan Stanley & Co., Incorporated, August 2002 to January 2003.
Where is David Dunn based?
David Dunn’s registered office is in Las Vegas, NV.
Is David Dunn registered with FINRA?
No. David Dunn has no current broker registration.
How can I verify David Dunn’s record?
Search CRD 2514757 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes David Dunn’s full registration record.