# LOFTUS LORI ANN

LOFTUS LORI ANN 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 | [NEUBERGER BERMAN INVESTMENT ADVISERS LLC](https://search.stillhousedata.com/firm/124687) | CHIEF COMPLIANCE OFFICER | NEW YORK, NY |
| — | Form ADV | [MORNINGSTAR INVESTMENT MANAGEMENT LLC](https://search.stillhousedata.com/firm/108031) | CHIEF COMPLIANCE OFFICER & SECRETARY | CHICAGO, IL |
| — | Form ADV | [MORNINGSTAR INVESTMENT SERVICES LLC](https://search.stillhousedata.com/firm/112525) | CHIEF COMPLIANCE OFFICER, SECRETARY | CHICAGO, IL |
| — | Form ADV | [MORNINGSTAR RESEARCH SERVICES LLC](https://search.stillhousedata.com/firm/285164) | CHIEF COMPLIANCE OFFICER & SECRETARY | CHICAGO, IL |


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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.