Krista Lynn Wallace

Employer firm

Soundview Advisors CRD 114437

$387M regulatory AUM

Reported services (Item 5G)

Financial planning
Portfolio management (individuals)
Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers

Soundview Advisors

1441 West Bay Drive Suite 201, Olympia, WA 98502 • United States

Current Registrations

Authority	Category	Status	Date
WA	RA	APPROVED	2020-10-29

WA RA
APPROVED

Since 2020-10-29

Branch Locations

1441 West Bay Drive, Olympia, WA 98502 • United States

1441 West Bay Drive Suite 201, Olympia, WA 98502 • 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

Organization	City	State	From	To
Soundview Advisors	Olympia	WA	02/2020	Present
Zeiders Enterprises	Woodbridge	VA	01/2014	12/2020

02/2020 → Present

Soundview Advisors

Olympia, WA
01/2014 → 12/2020

Zeiders Enterprises

Woodbridge, VA

Other Businesses

University Place Presbyterian Church, not investment related, 8010 27th Street W, University Place, WA 98466, Church, Trustee, Finance Elder, 06/2020 - Present, 5 hours per month, none during trading hours; discern (with a team) financial direction of church, review contributions, expenditures, and gifts. Trustee related functions as need arises (1 of 3 trustees) Report to Session, 3 year term, renewable to 6 years.

Designations

Certified Financial Planner

Other Names

Krista Lynn Wallace Nowak

View on SEC IAPD