0001612423-23-000002.txt : 20231101
0001612423-23-000002.hdr.sgml : 20231101
20231101162831
ACCESSION NUMBER: 0001612423-23-000002
CONFORMED SUBMISSION TYPE: MA-I
PUBLIC DOCUMENT COUNT: 1
MA-I INDIVIDUAL: COWAN,CHAD,EUGENE,
FILED AS OF DATE: 20231101
DATE AS OF CHANGE: 20231101
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: 231368657
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
7043731199
bkreps@raftelis.com
abryant@raftelis.com
N
N
Chad
Eugene
Cowan
N
1
0001612423
Raftelis Financial Consultants, Inc.
Raftelis
08-01-2023
N
867-00475
LOCATED
SUPERVISED
08-01-2023
227 WEST TRADE STREET
SUITE 1400
CHARLOTTE
NC
28202
08-2023
Raftelis Financial Consultants, Inc.
CHARLOTTE
NC
28202
Y
N
Senior Manager
06-2023
07-2023
UNEMPLOYED
CHARLOTTE
NC
28277
N
N
not working
05-2022
05-2023
DEBTBOOK
CHARLOTTE
NC
28208
N
N
Director
10-2016
04-2022
HILLTOP SECURITIES
CHARLOTTE
NC
28210
Y
N
Managing Director
08-2016
09-2016
UNEMPLOYED
CHARLOTTE
NC
28202
N
N
Unemployed
04-2011
07-2016
CITY OF DURHAM
DURHAM
NC
27707
N
N
Manager
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
11-01-2023
Bart Kreps
CCO