TM
Tavares, Marguerite, Amaral
CRD 5096065
Firms
No current firm registrations on file.
Ownership stakes
-
Three Bridge Wealth Advisors, Llc
Chief Compliance Officer · Less than 5% · Oct 2024
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Sovereign Investment Advisors Llc
Chief Compliance Officer · Less than 5% · Jul 2024
From Form ADV Schedule A/B filings.
Source
Registration data from IAPD (investment adviser representatives feed). View on IAPD ↗