# THOMAS LISA ANN

THOMAS LISA ANN appears across SEC filings — Form ADV advisers, Form D, Reg A, and crowdfunding offerings. 8 filing roles across Form ADV (8).

## Filings (8)

| Filed | Source | Entity | Role | Location |
| --- | --- | --- | --- | --- |
| — | Form ADV | [COLLABORATIVE PORTFOLIO MANAGEMENT, LLC](https://search.stillhousedata.com/firm/332929) | OWNER | OVERLAND PARK, KS |
| — | Form ADV | [TCI WEALTH ADVISORS, INC.](https://search.stillhousedata.com/firm/107373) | GRANTOR AND TRUSTEE | TUCSON, AZ |
| — | Form ADV | [MARQUETTE ASSET MANAGEMENT, LLC](https://search.stillhousedata.com/firm/282482) | SENIOR VICE PRESIDENT | MINNEAPOLIS, MN |
| — | Form ADV | [MG FINANCIAL LLC](https://search.stillhousedata.com/firm/107649) | PRINCIPAL; VICE PRESIDENT/OPERATIONS | BRAINTREE, MA |
| — | Form ADV | [MARQUETTE ASSET MANAGEMENT, LLC](https://search.stillhousedata.com/firm/104833) | SENIOR VICE PRESIDENT - CLIENT SERVICE | MINNEAPOLIS, MN |
| — | Form ADV | [INVESTMENT COMPANY CAPITAL CORP.](https://search.stillhousedata.com/firm/107676) | TREASURER | NEW YORK, NY |
| — | Form ADV | [TRAVELERS ASSET MANAGEMENT INTERNATIONAL CO.,LLC](https://search.stillhousedata.com/firm/108925) | VICE PRESIDENT | HARTFORD, CT |
| — | Form ADV | [NAUTILUS FINANCIAL GROUP, INC.](https://search.stillhousedata.com/firm/157164) | CHIEF COMPLIANCE OFFICER | VIRGINIA BEACH, VA |


---

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.