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 2019-07-02. The offering totals $15.0M, of which $15.0M was reported sold. Industry: Other Banking and Financial Services.

Offering

Issuer

Officers, directors & promoters (25)

NameRoleLocation
Richard Scott BergExecutive OfficerCHICAGO, IL
Philip Mark NussbaumExecutive OfficerCHICAGO, IL
David Floyd WildingExecutive OfficerChicago, IL
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
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
2018-01-08D$24.6M$24.6M
2017-10-24D$8.0M$8.0M

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