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RIA / WealthAdvisor31 years in industry

TERESA ROBIN LUNDINE

Advisor at STRONGHOLD CAPITAL PARTNERS LLC

SCOTTSDALE, AZ | Franklin, TN

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Search this name across graphsid dfx:ria:19d1c52a-eb82-65b4-a202-027c51148526

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 6:32 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 1
On other graphs: 0
Observed: Apr 1, 2003 to Sep 15, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: STRONGHOLD CAPITAL PARTNERS LLC
Current firm class: state registeredderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Jan 25, 1995earliest registration or exam on IAPD
Years in industry: 31derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 1
Exams: S66|S63|S65
First exam: Jan 25, 1995
First registration: Apr 1, 2003
Dual registered: no
Other names: TERESA ROBIN LUNDINE|TERESA ROBIN WADDELL|TERESA ROBIN FISCHER
IAPD individual key: 2554961

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
STRONGHOLD CAPITAL PARTNERS LLC	State registered	Feb 13, 2025	n/a	yes	SCOTTSDALE, AZ\|Franklin, TN	Current employment
UNITED ADVISORS AMERICA	Independent wealth	Jun 3, 2021	Nov 13, 2024	no	Franklin, TN\|PROSPER, TX	Previous registration
CAPITAL ANALYSTS	Bd affiliated wealth	Jun 15, 2020	Oct 6, 2020	no	Independence, OH\|Franklin, TN	Previous registration
LINCOLN INVESTMENT	Independent wealth	Jun 10, 2020	Oct 6, 2020	no	PALM BEACH GARDENS, FL\|Franklin, TN\|INDEPENDENCE, OH	Previous registration
VALIC FINANCIAL ADVISORS, INC.	Bd affiliated wealth	Apr 1, 2003	Apr 8, 2016	no	COLUMBUS, GA\|POMPANO BEACH, FL\|BRENTWOOD, TN\|COLUMBUS, GA\|BRISTOL, TN\|KINGSPORT, TN\|KNOXVILLE, TN\|KNOXVILLE, TN\|POMPANO BEACH, FL\|CROSSVILLE, TN	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
UNITED ADVISORS AMERICA	STRONGHOLD CAPITAL PARTNERS LLC	Nov 13, 2024	Feb 13, 2025	92	Firm change	RIA to state RIA
CAPITAL ANALYSTS	UNITED ADVISORS AMERICA	Oct 6, 2020	Jun 3, 2021	240	Firm change	Ibd to RIA
LINCOLN INVESTMENT	CAPITAL ANALYSTS	Oct 6, 2020	Jun 15, 2020	-113	Firm change after gap	Ibd to ibd
VALIC FINANCIAL ADVISORS, INC.	LINCOLN INVESTMENT	Apr 8, 2016	Jun 10, 2020	1,524	Firm change after gap	Other

Relationships

Registered with (5)

→ STRONGHOLD CAPITAL PARTNERS LLCRegistered adviserregistration: current employment
Feb 13, 2025 to presentfactForm ADV
→ UNITED ADVISORS AMERICARegistered adviserregistration: previous registration
Jun 3, 2021 to Nov 13, 2024factForm ADV
→ CAPITAL ANALYSTSRegistered adviserregistration: previous registration
Jun 15, 2020 to Oct 6, 2020factForm ADV
→ LINCOLN INVESTMENTRegistered adviserregistration: previous registration
Jun 10, 2020 to Oct 6, 2020factForm ADV
→ VALIC FINANCIAL ADVISORS, INC.Registered adviserregistration: previous registration
Apr 1, 2003 to Apr 8, 2016factForm ADV

Dated events

Occurred
Nov 13, 2024
Advisor changed firm
Teresa Robin Lundine left United Advisors America for Stronghold Capital Partners Llc (registered 2025-02-13)
Form ADVobserved 5 days ago