DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
Registered advisor
Teresa Robin Lundine
Feed of 09/15/2026
Also filed as Teresa Robin Lundine
At current firm
1 y
since Feb 13, 2025
In the industry
31 y
since Jan 25, 1995 (earliest exam, job or registration)
Prior registered firms
4
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
S66, S63, S65
IA exams only
Book size
not public
not estimated here
Signals
1
dated events on this person
Registration history
IAPD current and previous registrations
- Stronghold Capital Partners LLC state registered currentsince Feb 13, 2025 · Scottsdale, Az
- United Advisors America independent RIAJun 3, 2021 to Nov 13, 2024 · Franklin, Tn
- Capital Analysts BD affiliatedJun 15, 2020 to Oct 6, 2020 · Independence, Oh
- Lincoln Investment independent RIAJun 10, 2020 to Oct 6, 2020 · Palm Beach Gardens, Fl
- Valic Financial Advisors, Inc. BD affiliatedApr 1, 2003 to Apr 8, 2016 · Columbus, Ga
Moves
a registration end followed by a registration begin elsewhere
- United Advisors America to Stronghold Capital Partners LLCleft Nov 13, 2024, registered Feb 13, 2025 (92 days) · RIA to a state-registered adviser
- Capital Analysts to United Advisors Americaleft Oct 6, 2020, registered Jun 3, 2021 (240 days) · Affiliated broker-dealer or bank to independent RIA
- Lincoln Investment to Capital Analystsleft Oct 6, 2020, registered Jun 15, 2020 (-113 days) · Affiliated broker-dealer or bank to another
- Valic Financial Advisors, Inc. to Lincoln Investmentleft Apr 8, 2016, registered Jun 10, 2020 (1524 days) · Other
Signals
- Teresa Robin Lundine left United Advisors America for Stronghold Capital Partners Llc (registered 2025-02-13)Nov 13, 2024 · Advisor changed firm · fact
Transition signals
Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.
Provenance
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- STATE REGISTEREDderived
- Years in industry
- 31derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address