PTAK JEFFREY BARRY appears across SEC filings — Form ADV advisers, Form D, Reg A, and crowdfunding offerings. PTAK JEFFREY BARRY appears on 2 filing roles across Form ADV (2).
| Filed | Source | Entity | Role | Location |
|---|---|---|---|---|
| — | Form ADV | MORNINGSTAR INVESTMENT SERVICES LLC | PRESIDENT AND CHIEF INVESTMENT OFFICER | CHICAGO, IL |
| — | Form ADV | MORNINGSTAR RESEARCH SERVICES LLC | HEAD OF MANAGER RESEARCH | CHICAGO, IL |