Christina Maria Lee

Current Employers

Employment History

• 02/2002 → Present
  Benefi
  Elkton, MD
• 03/2007 → Present
  Goldey-Beacom College
  Wilmington, DE
• 07/2012 → Present
  Coldwell Banker Rowley
  Newark, DE
• 05/2016 → 09/2017
  Signator Investors, Inc.
  Wilmington, DE
• 08/2019 → 12/2019
  Quest Capital Strategies, Inc.
  Lake Forest, CA
• 12/2019 → 08/2020
  Sa Stone Wealth Management
  Elkton, MD
• 08/2020 → Present
  Lion Street Financial
  Newark, DE
• 11/2025 → Present
  Integrity Alliance, Llc.
  Newark, DE
• 11/2025 → Present
  Integrity Alliance, Llc.
  Newark, DE

Previous Registrations

• 2022-11-07 → 2025-11-03
  Lion Street Advisors, Llc
  Elkton, MD
  Austin, TX
  Newark, DE
• 2004-06-09 → 2009-07-07
  Msi Financial Services, Inc.
  Newark, DE
  Newark, DE
• 2002-08-23 → 2003-08-28
  Equitable Advisors, Llc
  Newark, DE

Other Businesses

1)ADJUNCT INSTRUCTOR POSITION: Employee NATURE: Instructor teaching classes INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 02/01/2007 ADDRESS: 134 Carters Mill Rd, Elkton MD 21921, United States DESCRIPTION: Teach Economic classes for a College 2)BENEFI POSITION: Owner NATURE: Insurance Broker INVESTMENT RELATED: Yes NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 4 START DATE: 02/01/2002 ADDRESS: 134 Carters Mill Rd, Elkton MD 21921, United States DESCRIPTION: Help clients with insurance needs 3)COLDWELL BANKER ROWLEY POSITION: Owner NATURE: Real Estate Sales INVESTMENT RELATED: No NUMBER OF HOURS: 120 SECURITIES TRADING HOURS: 80 START DATE: 05/01/2010 ADDRESS: 2700 Kirkwood Hwy, Newark DE 19711, United States DESCRIPTION: Realtor Owner 4)INCOME AND ESTATE PLANNING PARTNERS, P.A. POSITION: Owner NATURE: Insurances, life, P and C, fixed annuities INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2022 ADDRESS: 2700 Kirkwood Hwy, Newark DE 19711, United States DESCRIPTION: insurance sales

Exams

• S65 Uniform Investment Adviser Law Examination
  2022-11-07
• S66 Uniform Combined State Law Examination
  2002-08-22

Other Names

• Christina Maria Montras
• Christina Maria Montras