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Tera Louise Probst

Sound Legacy Wealth Advisors, LLC

Kirkland, WA

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Current Employers
Sound Legacy Wealth Advisors, Llc

Kirkland, WA • United States

Current Registrations

AuthorityCategoryStatusDate
WA RA APPROVED 2020-06-01
  • WA RA
    APPROVED
    Since 2020-06-01

Branch Locations

Kirkland, WA • 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
Seafirst National Bank Seattle WA 05/1992 12/2019
Banc Of America Investment Services, Inc. Shoreline WA 07/1999 12/2019
Sound Legacy Wealth Advisors, Llc Bellevue WA 01/2020 Present
  • 05/1992 → 12/2019
    Seafirst National Bank
    Seattle, WA
  • 07/1999 → 12/2019
    Banc Of America Investment Services, Inc.
    Shoreline, WA
  • 01/2020 → Present
    Sound Legacy Wealth Advisors, Llc
    Bellevue, WA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2020-06-01
S63 Uniform Securities Agent State Law Examination 1994-01-24
  • S65 Uniform Investment Adviser Law Examination
    2020-06-01
  • S63 Uniform Securities Agent State Law Examination
    1994-01-24
Other Names
  • Tera Louise Lengacher

View on SEC IAPD

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