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Christian Funicelli

Wealthspire Retirement Advisory

Bethesda, MD

Aliso Viejo, CA

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Current Employers
Wealthspire Retirement Advisory

120 Vantis Suite 400, Aliso Viejo, CA 92656 • United States

Current Registrations

AuthorityCategoryStatusDate
DC RA APPROVED 2026-08-25
AZ RA APPROVED 2026-08-21
MD RA APPROVED 2026-07-13
NJ RA APPROVED 2026-07-13
VA RA APPROVED 2026-07-13
  • DC RA
    APPROVED
    Since 2026-08-25
  • AZ RA
    APPROVED
    Since 2026-08-21
  • MD RA
    APPROVED
    Since 2026-07-13
  • NJ RA
    APPROVED
    Since 2026-07-13
  • VA RA
    APPROVED
    Since 2026-07-13

Branch Locations

6903 Rockledge Drive Suite 1400, Bethesda, MD 20817 • United States

120 Vantis Suite 400, Aliso Viejo, CA 92656 • 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
Keller Williams Bethesda MD 02/2016 01/2018
Amr Commercial Bethesda MD 01/2018 03/2020
The One Street Company Bethesda MD 10/2020 01/2023
Lurn Inc Gaithersburg MD 01/2023 12/2023
Self Employed Arlington VA 12/2023 08/2024
Copper Creek Financial Annapolis MD 08/2024 05/2026
Nfp Bethesda MD 05/2026 Present
Unemployed Bethesda MD 03/2020 10/2020
Wealthspire Retirement Advisory Aliso Viejo CA 06/2026 Present
  • 02/2016 → 01/2018
    Keller Williams
    Bethesda, MD
  • 01/2018 → 03/2020
    Amr Commercial
    Bethesda, MD
  • 10/2020 → 01/2023
    The One Street Company
    Bethesda, MD
  • 01/2023 → 12/2023
    Lurn Inc
    Gaithersburg, MD
  • 12/2023 → 08/2024
    Self Employed
    Arlington, VA
  • 08/2024 → 05/2026
    Copper Creek Financial
    Annapolis, MD
  • 05/2026 → Present
    Nfp
    Bethesda, MD
  • 03/2020 → 10/2020
    Unemployed
    Bethesda, MD
  • 06/2026 → Present
    Wealthspire Retirement Advisory
    Aliso Viejo, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-07-13
  • S65 Uniform Investment Adviser Law Examination
    2026-07-13

View on SEC IAPD

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Other Offices

LGG FINANCIAL · BETHESDA, MD
BLUE SPARROW FUNDS GP LLC · BETHESDA, MD
KALAMATA ASSET MANAGEMENT LLC · BETHESDA, MD
GLASSY MOUNTAIN ADVISORS, INC. · BETHESDA, MD
NOORDZEE CAPITAL LLC · BETHESDA, MD
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · BETHESDA, MD
HIGHTOWER ADVISORS, LLC · BETHESDA, MD
GOLDEN WEALTH STRATEGIES · Bethesda, MD

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