MARGOLIS MARY KATHRYN appears across SEC filings — Form ADV advisers, Form D, Reg A, and crowdfunding offerings. MARGOLIS MARY KATHRYN appears on 2 filing roles across Form ADV (2).
| Filed | Source | Entity | Role | Location |
|---|---|---|---|---|
| — | Form ADV | MBR FINANCIAL | PRINCIPAL | HOUSTON, TX |
| — | Form ADV | PNC MANAGED ACCOUNT SOLUTIONS, INC. | PRESIDENT | HOUSTON, TX |