0001720453-25-000001.txt : 20250625 0001720453-25-000001.hdr.sgml : 20250625 20250625162956 ACCESSION NUMBER: 0001720453-25-000001 CONFORMED SUBMISSION TYPE: D PUBLIC DOCUMENT COUNT: 1 ITEM INFORMATION: 06b FILED AS OF DATE: 20250625 DATE AS OF CHANGE: 20250625 EFFECTIVENESS DATE: 20250625 FILER: COMPANY DATA: COMPANY CONFORMED NAME: PT Financial Companies LLC CENTRAL INDEX KEY: 0001720453 ORGANIZATION NAME: EIN: 821273671 STATE OF INCORPORATION: DE FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: D SEC ACT: 1933 Act SEC FILE NUMBER: 021-549897 FILM NUMBER: 251073965 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 2025-06-10 false true false 20994 10469050 10469050 0 false 30 0 0 0 false PT Financial Companies LLC /s/ Jennifer Docherty Jennifer Docherty General Counsel 2025-06-25