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