# BATES MARLENE MARIE-LAURE

BATES MARLENE MARIE-LAURE appears across SEC filings — Form ADV advisers, Form D, Reg A, and crowdfunding offerings. 4 filing roles across Form ADV (4).

## Filings (4)

| Filed | Source | Entity | Role | Location |
| --- | --- | --- | --- | --- |
| — | Form ADV | [THOMASPARTNERS, INC.](https://search.stillhousedata.com/firm/104966) | CHIEF FINANCIAL OFFICER | BOSTON, MA |
| — | Form ADV | [WINDHAVEN INVESTMENT MANAGEMENT, INC.](https://search.stillhousedata.com/firm/155138) | CHIEF FINANCIAL OFFICER | BOSTON, MA |
| — | Form ADV | [CHARLES SCHWAB INVESTMENT ADVISORY, INC.](https://search.stillhousedata.com/firm/151739) | CHIEF FINANCIAL OFFICER, DIRECTOR | SAN FRANCISCO, CA |
| — | Form ADV | [SCHWAB WEALTH INVESTMENT ADVISORY, INC.](https://search.stillhousedata.com/firm/173455) | CHIEF FINANCIAL OFFICER | SAN FRANCISCO, CA |


---

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.