Teresa Robin Lundine

Current Employers

Stronghold Capital Partners Llc

Scottsdale, AZ • United States

Current Registrations

Authority	Category	Status	Date
TN	RA	APPROVED	2025-02-13

TN RA
APPROVED

Since 2025-02-13

Branch Locations

Scottsdale, AZ • United States

Franklin, TN • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint Yes
Termination No

Employment History

Organization	City	State	From	To
R.M. Stark & Co.,Inc.	Delray Beach	FL	03/2018	12/2018
Ronald D Buck , Inc	Franklin	TN	01/2018	12/2019
Lincoln Investment	Fort Washington	PA	06/2020	09/2020
Capital Analysts	Fort Washington	PA	06/2020	09/2020
Lioncrest Realty	Fairview	TN	03/2020	06/2021
Soaring Eagle Campground	Lenoir City	TN	04/2016	12/2017
Exit Realty	Nashville	TN	01/2020	03/2020
Alliance America	University Park	FL	05/2021	11/2024
United Advisors America	Prosper	TX	06/2021	11/2024
Zach Taylor Real Estate	Eagleville	TN	06/2021	11/2024
Stronghold Capital Partners	Scottsdale	AZ	12/2024	Present
Stronghold Wealth Management	Scottsdale	AZ	12/2024	Present

03/2018 → 12/2018

R.M. Stark & Co.,Inc.

Delray Beach, FL
01/2018 → 12/2019

Ronald D Buck , Inc

Franklin, TN
06/2020 → 09/2020

Lincoln Investment

Fort Washington, PA
06/2020 → 09/2020

Capital Analysts

Fort Washington, PA
03/2020 → 06/2021

Lioncrest Realty

Fairview, TN
04/2016 → 12/2017

Soaring Eagle Campground

Lenoir City, TN
01/2020 → 03/2020

Exit Realty

Nashville, TN
05/2021 → 11/2024

Alliance America

University Park, FL
06/2021 → 11/2024

United Advisors America

Prosper, TX
06/2021 → 11/2024

Zach Taylor Real Estate

Eagleville, TN
12/2024 → Present

Stronghold Capital Partners

Scottsdale, AZ
12/2024 → Present

Stronghold Wealth Management

Scottsdale, AZ

Previous Registrations

2021-06-03 → 2024-11-13

United Advisors America

Franklin, TN

Prosper, TX
2020-06-10 → 2020-10-06

Lincoln Investment

Palm Beach Gardens, FL

Franklin, TN

Independence, OH
2020-06-15 → 2020-10-06

Capital Analysts

Independence, OH

Franklin, TN
2003-04-01 → 2016-04-08

Valic Financial Advisors, Inc.

Columbus, GA

Pompano Beach, FL

Brentwood, TN

Columbus, GA

Bristol, TN

Kingsport, TN

Knoxville, TN

Knoxville, TN

Pompano Beach, FL

Crossville, TN

Other Businesses

Ms. Lundine has the following Other Business Activities, (OBA). Insurance Agent through Stronghold Wealth Partners. In this role Ms. Lundine transacts insurance-related products. She spends approximately 80 hours a month on this activity during market and non-market hours. These practices listed above may represent conflicts of interest because they give an incentive to recommend products based on the commission amount received. This conflict is mitigated by disclosures, procedures, and the firm's fiduciary obligation to place the best interest of the client first and the clients are not required to purchase any products. Clients have the option to purchase these products through another insurance agent of their choosing.

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2009-04-03
S65	Uniform Investment Adviser Law Examination	1995-02-07
S63	Uniform Securities Agent State Law Examination	1995-01-25

S66 Uniform Combined State Law Examination

2009-04-03
S65 Uniform Investment Adviser Law Examination

1995-02-07
S63 Uniform Securities Agent State Law Examination

1995-01-25

Other Names

Teresa Robin Lundine
Teresa Robin Waddell
Teresa Robin Fischer

View on SEC IAPD