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Independent Intelligence on the Private Wealth Industry
Monday, September 28, 2026The Morning Brief →Sign in
wealth team● Verified · SEC records

The TAVAREZ, BARNETT & STEEN team

3Advisors
1Moves on our record
The lineage
until Sep 26, 2001PRIORUBS
Sep 26, 2001CURRENTFROST BROKERAGE SERVICES, INC.
Sep 26, 2026team liftoutUBS → FROST BROKERAGE SERVICES, INC. ● SEC REGISTRATION RECORDS

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