PT Financial Companies LLC — Form D

PT Financial Companies LLC of CHICAGO, IL, a company, filed a Form D exempt-offering notice with the SEC on 2018-01-08. The offering totals $24.6M, of which $24.6M was reported sold. Industry: Other Banking and Financial Services.

Offering

Issuer

Officers, directors & promoters (25)

NameRoleLocation
Chirag ShahDirectorBozeman, MT
Chirag ShahExecutive OfficerBozeman, MT
Scott ReedDirectorChicago, IL
Scott ReedRelated PersonChicago, IL
Brian LeibfriedDirectorChicago, IL
Ryan GazdaExecutive OfficerChicago, IL
Jennifer DochertyExecutive OfficerChicago, IL
Adam BureshDirectorChicago, IL
Richard BergDirectorChicago, IL
Zachary JohnsonDirectorChicago, IL
Heather KreagerDirectorChicago, IL
Heather KreagerRelated PersonChicago, IL
Eric BrownDirectorChicago, IL
Richard Graham, Jr.DirectorChicago, IL
David Floyd WildingExecutive OfficerChicago, IL
Philip Mark NussbaumExecutive OfficerCHICAGO, IL
Richard Scott BergExecutive OfficerCHICAGO, IL
Chirag G. ShahRelated PersonChicago, IL
Ryan M. GazdaRelated PersonChicago, IL
Anthony J. DePaloRelated PersonChicago, IL
Richard S. BergRelated PersonChicago, IL
Zachary R. JohnsonRelated PersonChicago, IL
Adam C. BureshRelated PersonChicago, IL
Richard W. Graham, Jr.Related PersonChicago, IL
Eric P. BrownRelated PersonChicago, IL

Other filings by this issuer (5)

FiledFormOfferingSold
2026-07-08D$1.4M$1.4M
2025-06-25D$10.5M$10.5M
2024-12-31D$71.6M$71.6M
2019-07-02D$15.0M$15.0M
2017-10-24D$8.0M$8.0M

More