Cristian Mundy has been an investment adviser representative at Life Line Wealth Management since December 2023, and is not listed among the firm’s executive officers or direct owners.
Life Line Wealth Management LLC is a Beverly Hills, CA firm with $558M under management, 97 clients and 5 advisers across 2 offices, as of its March 2026 filing.
Cristian Mundy’s longest registration was 6 years at J.P. Morgan Securities LLC (2017–2023). Before joining Life Line Wealth Management in 2023, Cristian Mundy was registered through J.P. Morgan Securities LLC.
- &partnersAlso current– present · under a yearAdviser representative and broker · Firm CRD 3767
- – present · 2 yearsBeverly Hills, CA · Adviser representative · Firm CRD 171051
- J.P. Morgan Securities LLC– · 6 yearsBeverly Hills, CA · Adviser representative · Firm CRD 79
Investment adviser representative registrations
Cristian Mundy is registered as an investment adviser representative in California, since December 2023.
- CaliforniaSince 13 December 2023
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 63 | Uniform Securities Agent State Law Examination | 12 October 2026 |
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 3 April 2017 |
| Series 7 | General Securities Representative Examination | 24 January 2017 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 4 June 2010 |
- Name
- Uniform Securities Agent State Law Examination
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Full name
- Cristian Enrique Mundy
- CRD
- 5789678
- Firm
- Life Line Wealth Management · CRD 171051
- Office
- 8447 WILSHIRE BOULEVARD, SUITE 200, Beverly Hills, CA 90211
- Registration
- Investment adviser and broker registrations
- In the industry since
- January 2011
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
Where does Cristian Mundy work?
Cristian Mundy is an investment adviser representative registered through Life Line Wealth Management LLC since December 2023, and is not listed among the firm’s executive officers or direct owners.
Is Cristian Mundy a financial advisor?
Yes. Cristian Mundy has a current investment-adviser registration in California, through Life Line Wealth Management since December 2023.
How many years of experience does Cristian Mundy have?
Cristian Mundy has 15 years in the financial industry, since January 2011, across 3 adviser firms.
What exams has Cristian Mundy passed?
Cristian Mundy has passed 4 licensing exams: the Series 6, Series 7, Series 66 and Series 63. The earliest, the Series 6, was passed in June 2010. FINRA credited Cristian Mundy with the SIE, which began in October 2018.
Where did Cristian Mundy work before Life Line Wealth Management?
Before Life Line Wealth Management, Cristian Mundy was registered through J.P. Morgan Securities LLC, April 2017 to April 2023.
Where is Cristian Mundy based?
Cristian Mundy’s registered office is in Beverly Hills, CA.
Is Cristian Mundy registered with FINRA?
Yes. Cristian Mundy has a current broker registration, under CRD 5789678.
Source: FINRA BrokerCheck
How can I verify Cristian Mundy’s record?
Search CRD 5789678 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish Cristian Mundy’s full registration record.
- Lameck LukangaChief Executive Officer
- Aaron StephensChief Investment Officer, Chief Compliance Officer