Marguerite Amaral Tavares appears across SEC filings — Form ADV advisers, Form D, Reg A, and crowdfunding offerings. Marguerite Amaral Tavares appears on 3 filing roles across Form ADV (3).
| Filed | Source | Entity | Role | Location |
|---|---|---|---|---|
| 2025-07-09 | Form ADV | FINANCIAL TRUST ASSET MANAGEMENT CHARTERED | CCO | BOCA RATON, FL |
| 2025-03-26 | Form ADV | THREE BRIDGE WEALTH ADVISORS, LLC | CHIEF COMPLIANCE OFFICER | LOS ALTOS, CA |
| 2025-03-28 | Form ADV | SOVEREIGN INVESTMENT ADVISORS LLC | CHIEF COMPLIANCE OFFICER | PHOENIX, AZ |