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MBR FINANCIAL

HOUSTON, TX · CRD 168333 · IAPD ↗ · mbrfinancial.com · 832-667-8787

$956.4MRegulatory AUM
6Advisory reps
10Employees
2Clients
1-10Planning clients
0Private funds
7States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

45
April 2026 — MBR FINANCIAL notice-filed in TN.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.