THOMAS LISA ANN appears across SEC filings — Form ADV advisers, Form D, Reg A, and crowdfunding offerings. THOMAS LISA ANN appears on 8 filing roles across Form ADV (8).
| Filed | Source | Entity | Role | Location |
|---|---|---|---|---|
| — | Form ADV | COLLABORATIVE PORTFOLIO MANAGEMENT, LLC | OWNER | OVERLAND PARK, KS |
| — | Form ADV | TCI WEALTH ADVISORS, INC. | GRANTOR AND TRUSTEE | TUCSON, AZ |
| — | Form ADV | MARQUETTE ASSET MANAGEMENT, LLC | SENIOR VICE PRESIDENT | MINNEAPOLIS, MN |
| — | Form ADV | MG FINANCIAL LLC | PRINCIPAL; VICE PRESIDENT/OPERATIONS | BRAINTREE, MA |
| — | Form ADV | MARQUETTE ASSET MANAGEMENT, LLC | SENIOR VICE PRESIDENT - CLIENT SERVICE | MINNEAPOLIS, MN |
| — | Form ADV | INVESTMENT COMPANY CAPITAL CORP. | TREASURER | NEW YORK, NY |
| — | Form ADV | TRAVELERS ASSET MANAGEMENT INTERNATIONAL CO.,LLC | VICE PRESIDENT | HARTFORD, CT |
| — | Form ADV | NAUTILUS FINANCIAL GROUP, INC. | CHIEF COMPLIANCE OFFICER | VIRGINIA BEACH, VA |