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Current Employers
Wellth Advisory Services, Llc

Shorewood, IL • United States

Current Registrations

AuthorityCategoryStatusDate
MD RA APPROVED 2025-07-16
  • MD RA
    APPROVED
    Since 2025-07-16

Branch Locations

7707 Wisconsin Ave Apt 333, Bethesda, MD 20814 • United States

Shorewood, IL • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Mercer Washington DC 04/2016 07/2017
Sii Los Angeles CA 07/2017 11/2018
Seia Llc Tysons Corner VA 07/2017 12/2018
Royal Alliance Associates, Inc. Los Angeles CA 11/2018 12/2018
(K)Rpg, Llc Gaithersburg MD 12/2018 07/2019
H. Beck, Inc Rockville MD 12/2018 07/2019
Krpg Advisors, Llc Gaithersburg MD 02/2019 07/2019
Unemployed Bethesda MD 08/2019 10/2019
Lpl Financial Gaithersburg MD 10/2019 Present
Lifetime Benefits, Llc Gaithersburg MD 10/2019 05/2025
  • 04/2016 → 07/2017
    Mercer
    Washington, DC
  • 07/2017 → 11/2018
    Sii
    Los Angeles, CA
  • 07/2017 → 12/2018
    Seia Llc
    Tysons Corner, VA
  • 11/2018 → 12/2018
    Royal Alliance Associates, Inc.
    Los Angeles, CA
  • 12/2018 → 07/2019
    (K)Rpg, Llc
    Gaithersburg, MD
  • 12/2018 → 07/2019
    H. Beck, Inc
    Rockville, MD
  • 02/2019 → 07/2019
    Krpg Advisors, Llc
    Gaithersburg, MD
  • 08/2019 → 10/2019
    Unemployed
    Bethesda, MD
  • 10/2019 → Present
    Lpl Financial
    Gaithersburg, MD
  • 10/2019 → 05/2025
    Lifetime Benefits, Llc
    Gaithersburg, MD
Previous Registrations
  • 2019-02-15 → 2019-07-30
    Grove Point Investments, Llc
    Gaithersburg, MD
  • 2019-02-26 → 2019-07-17
    Krpg Advisors, Llc
    Gaithersburg, MD
  • 2017-09-27 → 2019-01-04
    Tysons Corner, VA
    Los Angeles, CA
  • 2016-05-10 → 2017-07-21
    Mmc Securities Llc
    Washington, DC
    Norwalk, CT
  • 2010-12-17 → 2016-04-12
    Bethesda, MD
    Des Moines, IA
    Bethesda, MD
  • 2007-07-06 → 2008-12-31
    Owings Mills, MD
Other Businesses

1) 11/08/2019 - Tunison Consulting LLC - Business Entity For Tax/Investment Purposes Only - inv rel - Bethesda, MD - start: 2019 2) 11/20/2024 - Broadridge fi360 - Other - Instructor for Industry Certificate Program - Not Investment Related - Home Based - Start Date 11/01/2024 - 5 Hours Per Month/ During Trading 3) 07/22/2025 - Strategic Retirement Partners - Registered Investment Advisor DBA - Inv Rel - At reported Business Location(s) - Start date: 07/02/2025 - 160 Hours Per Month/ 160During Trading 4) 07/22/2025 - WELLth Advisory Services, LLC - Registered Investment Advisor Hybrid - Inv Rel - At reported Business Location(s) - Start date: 07/02/2025 - 160 Hours Per Month/ 160During Trading. . I provide investment advisory services through WELLth Advisory Services, LLC, an independent investment advisor firm. I started this business activity in 7/2025. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 5) 07/25/2025 - SRP Holdings Group, LLC - DBA for LPL Business (entity for LPL business) - Inv Rel - At reported Business Location(s) - Start date: 07/02/2025 - 80 Hours Per Month/ 80Hrs during Trading

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2007-07-05
S63 Uniform Securities Agent State Law Examination 2006-07-27
  • S66 Uniform Combined State Law Examination
    2007-07-05
  • S63 Uniform Securities Agent State Law Examination
    2006-07-27
Other Names
  • Christina A Tunison

View on SEC IAPD

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