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 2026-07-08. The offering totals $1.4M, of which $1.4M was reported sold. Industry: Other Banking and Financial Services.

Offering

Issuer

Officers, directors & promoters (25)

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

Other filings by this issuer (5)

FiledFormOfferingSold
2025-06-25D$10.5M$10.5M
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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