0001720453-24-000004.txt : 20241231 0001720453-24-000004.hdr.sgml : 20241231 20241231141921 ACCESSION NUMBER: 0001720453-24-000004 CONFORMED SUBMISSION TYPE: D PUBLIC DOCUMENT COUNT: 1 ITEM INFORMATION: 06b FILED AS OF DATE: 20241231 DATE AS OF CHANGE: 20241231 EFFECTIVENESS DATE: 20241231 FILER: COMPANY DATA: COMPANY CONFORMED NAME: PT Financial Companies LLC CENTRAL INDEX KEY: 0001720453 ORGANIZATION NAME: IRS NUMBER: 821273671 STATE OF INCORPORATION: DE FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: D SEC ACT: 1933 Act SEC FILE NUMBER: 021-533882 FILM NUMBER: 241592438 BUSINESS ADDRESS: STREET 1: 500 WEST MADISON STREET 2: SUITE 450 CITY: CHICAGO STATE: IL ZIP: 60661 BUSINESS PHONE: 312-521-1130 MAIL ADDRESS: STREET 1: 500 WEST MADISON STREET 2: SUITE 450 CITY: CHICAGO STATE: IL ZIP: 60661 FORMER COMPANY: FORMER CONFORMED NAME: PT Financial Companies, LLC DATE OF NAME CHANGE: 20171023 D 1 primary_doc.xml X0708 D LIVE 0001720453 PT Financial Companies LLC 500 WEST MADISON, SUITE 450 CHICAGO IL ILLINOIS 60661 312-521-1130 DELAWARE PT Financial Companies, LLC Limited Liability Company true Chirag Shah 500 West Madison Suite 450 Chicago IL ILLINOIS 60661 Executive Officer Director Ryan Gazda 500 West Madison Suite 450 Chicago IL ILLINOIS 60661 Executive Officer Jennifer Docherty 500 West Madison Suite 450 Chicago IL ILLINOIS 60661 Executive Officer Richard Berg 500 West Madison Suite 450 Chicago IL ILLINOIS 60661 Director Zachary Johnson 500 West Madison Suite 450 Chicago IL ILLINOIS 60661 Director Scott Reed 500 West Madison Suite 450 Chicago IL ILLINOIS 60661 Director Heather Kreager 500 West Madison Suite 450 Chicago IL ILLINOIS 60661 Director Adam Buresh 500 West Madison Suite 450 Chicago IL ILLINOIS 60661 Director Richard Graham, Jr. 500 West Madison Suite 450 Chicago IL ILLINOIS 60661 Director Brian Leibfried 500 West Madison Suite 450 Chicago IL ILLINOIS 60661 Director Eric Brown 500 West Madison Suite 450 Chicago IL ILLINOIS 60661 Director Other Banking and Financial Services Decline to Disclose 06b false 2024-12-16 false true false 97043 71631849 71631849 0 false 45 0 0 0 false PT Financial Companies LLC /s/ Jennifer Docherty Jennifer Docherty General Counsel 2024-12-31