Mary Shepard Brooks appears across SEC filings — Form ADV advisers, Form D, Reg A, and crowdfunding offerings. Mary Shepard Brooks appears on 1 filing role across Form ADV (1).
| Filed | Source | Entity | Role | Location |
|---|---|---|---|---|
| 2025-03-14 | Form ADV | INVERA WEALTH ADVISORS LLC | PRINCIPAL AND FINANCIAL ADVISOR | — |