# Marguerite Amaral Tavares

Marguerite Amaral Tavares appears across SEC filings — Form ADV advisers, Form D, Reg A, and crowdfunding offerings. 3 filing roles across Form ADV (3).

## Filings (3)

| Filed | Source | Entity | Role | Location |
| --- | --- | --- | --- | --- |
| 2025-07-09 | Form ADV | [FINANCIAL TRUST ASSET MANAGEMENT CHARTERED](https://search.stillhousedata.com/firm/108998) | CCO | BOCA RATON, FL |
| 2025-03-26 | Form ADV | [THREE BRIDGE WEALTH ADVISORS, LLC](https://search.stillhousedata.com/firm/150460) | CHIEF COMPLIANCE OFFICER | LOS ALTOS, CA |
| 2025-03-28 | Form ADV | [SOVEREIGN INVESTMENT ADVISORS LLC](https://search.stillhousedata.com/firm/149040) | CHIEF COMPLIANCE OFFICER | PHOENIX, AZ |


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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.