Theresa Bond is an investment adviser representative (IAR) with state registration records since 2023, appearing at 3 firms. Currently registered with PROMONTORY FINANCIAL PLANNING, LLC.
| Firm | From | To | Current |
|---|---|---|---|
| PROMONTORY FINANCIAL PLANNING, LLC | 2025-04-28 | present | Yes |
| AEGIS WEALTH MANAGEMENT, INC. | 2024-02-05 | 2025-04-04 | — |
| SIMPLE FINANCIAL, LLC | 2023-03-24 | 2024-03-28 | — |