# Theresa Bond

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.

## Registration history (3)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [PROMONTORY FINANCIAL PLANNING, LLC](https://search.stillhousedata.com/firm/153666) | 2025-04-28 | present | Yes |
| [AEGIS WEALTH MANAGEMENT, INC.](https://search.stillhousedata.com/firm/301990) | 2024-02-05 | 2025-04-04 | — |
| [SIMPLE FINANCIAL, LLC](https://search.stillhousedata.com/firm/321616) | 2023-03-24 | 2024-03-28 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/7652461)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/7652461.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.