BM
Brooks, Mary, Shepard
CRD 1247072
Firms
No current firm registrations on file.
Ownership stakes
-
Invera Wealth Advisors Llc
Principal And Financial Advisor · Less than 5% · Dec 2024
-
Invera Wealth Advisors Llc
Managing Member · 75% or more · Dec 2024
From Form ADV Schedule A/B filings.
Source
Registration data from IAPD (investment adviser representatives feed). View on IAPD ↗