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 2025-06-25. The offering totals $10.5M, of which $10.5M was reported sold. Industry: Other Banking and Financial Services.

Offering

Issuer

Officers, directors & promoters (25)

NameRoleLocation
Richard BergDirectorChicago, IL
Eric BrownDirectorChicago, IL
Adam BureshDirectorChicago, IL
Richard Graham, Jr.DirectorChicago, IL
Zachary JohnsonDirectorChicago, IL
Heather KreagerDirectorChicago, IL
Brian LeibfriedDirectorChicago, IL
Scott ReedDirectorChicago, IL
Chirag ShahDirectorBozeman, MT
Jennifer DochertyExecutive OfficerChicago, IL
Ryan GazdaExecutive OfficerChicago, IL
Chirag ShahExecutive OfficerBozeman, MT
Scott ReedRelated PersonChicago, IL
Heather KreagerRelated PersonChicago, 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
2024-12-31D$71.6M$71.6M
2019-07-02D$15.0M$15.0M
2018-01-08D$24.6M$24.6M
2017-10-24D$8.0M$8.0M

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