0001612423-17-000010.txt : 20170817
0001612423-17-000010.hdr.sgml : 20170817
20170817173620
ACCESSION NUMBER: 0001612423-17-000010
CONFORMED SUBMISSION TYPE: MA-I
PUBLIC DOCUMENT COUNT: 1
FILED AS OF DATE: 20170817
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: Raftelis Financial Consultants, Inc.
CENTRAL INDEX KEY: 0001612423
IRS NUMBER: 201054069
STATE OF INCORPORATION: NC
FISCAL YEAR END: 1231
FILING VALUES:
FORM TYPE: MA-I
SEC ACT: 1934 Act
SEC FILE NUMBER: 868-02673
FILM NUMBER: 171039485
BUSINESS ADDRESS:
STREET 1: 227 WEST TRADE STREET
STREET 2: SUITE 1400
CITY: CHARLOTTE
STATE: NC
ZIP: 28202
BUSINESS PHONE: 704-373-1199
MAIL ADDRESS:
STREET 1: 227 WEST TRADE STREET
STREET 2: SUITE 1400
CITY: CHARLOTTE
STATE: NC
ZIP: 28202
MA-I
1
primary_doc.xml
MA-I
0001612423
XXXXXXXX
Bart Kreps
704-373-1199
bkreps@raftelis.com
abryant@raftelis.com
N
N
Jennifer
Nicole
Fitts
N
1
0001612423
Raftelis Financial Consultants, Inc.
04-16-2012
N
867-00475
SUPERVISED
04-16-2012
227 WEST TRADE STREET
SUITE 1400
CHARLOTTE
NC
28202
LOCATED
04-16-2012
1001 Winstead Drive
Suite 355
Cary
NC
27513-2117
05-2016
Raftelis Financial Consultants, Inc.
Charlotte
NC
28202
Y
N
Senior Consultant
12-2015
05-2016
State of Colorado Department of Public Health and Enviroment
Denver
CO
80246
N
N
Intern
08-2007
12-2015
Duke University
Durham
NC
27708
N
N
Student
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
08-17-2017
Bart Kreps
CCO