BARDELL RITA KAY appears across SEC filings — Form ADV advisers, Form D, Reg A, and crowdfunding offerings. BARDELL RITA KAY appears on 3 filing roles across Form ADV (3).
| Filed | Source | Entity | Role | Location |
|---|---|---|---|---|
| — | Form ADV | MORNINGSTAR INVESTMENT MANAGEMENT LLC | CHIEF COMPLIANCE OFFICER & SECRETARY | CHICAGO, IL |
| — | Form ADV | IBBOTSON ASSOCIATES, INC. | CHIEF COMPLIANCE OFFICER | CHICAGO, IL |
| — | Form ADV | SVA WEALTH MANAGEMENT, INC. | CHIEF COMPLIANCE OFFICER | MADISON, WI |