0001615340-20-000002.txt : 20200408
0001615340-20-000002.hdr.sgml : 20200408
20200408110457
ACCESSION NUMBER: 0001615340-20-000002
CONFORMED SUBMISSION TYPE: MA/A
PUBLIC DOCUMENT COUNT: 1
FILED AS OF DATE: 20200219
DATE AS OF CHANGE: 20200408
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: C Financial Investment, Inc.
CENTRAL INDEX KEY: 0001615340
IRS NUMBER: 330287382
STATE OF INCORPORATION: CA
FISCAL YEAR END: 1231
FILING VALUES:
FORM TYPE: MA/A
SEC ACT: 1934 Act
SEC FILE NUMBER: 867-00303
FILM NUMBER: 20781424
BUSINESS ADDRESS:
STREET 1: 412 HUMBOLDT STREET
CITY: SANTA ROSA
STATE: CA
ZIP: 95404
BUSINESS PHONE: 7075447800
MAIL ADDRESS:
STREET 1: 412 HUMBOLDT STREET
CITY: SANTA ROSA
STATE: CA
ZIP: 95404
MA/A
1
primary_doc.xml
MA/A
0001615340
XXXXXXXX
Steven Gald
949-282-1077
sgald@calschools.com
llight@calschools.com
chelmer@calschools.com
C Financial Investment, Inc.
California Financial Services
33-0287382
866-00317-00
867-00303
555 Corporate Drive
Ladera Ranch
CA
92694
9492821077
9492821070
Add
412 Humboldt Street
Santa Rosa
CA
95404
7075447800
7075234082
N
www.calschools.com
Add
www.keyanalytics.org
Steven
A
Gald
Vice President
555 Corporate Drive, Suite 100
Ladera Ranch
CA
92694
9492821077
9492821070
sgald@calschools.com
Steven
A
Gald
Vice President
555 Corporate Drive Suite 100
Ladera Ranch
CA
92694
9492821077
9492821070
sgald@calschools.com
Add
C Financial Investment, Inc.
555 Corporate Drive, Suite 100
Ladera Ranch
CA
92694
9492821077
9492821070
Contracts, Work Product, Due Diligence Information and Billing and Invoicing records
December
CA
04-28-1988
N
15
1
4
0
0
0
25
Municipal Entities
0
0
0
Not Applicable
Hourly Charges
Fixed Fees
Contingent Fees
Not Applicable
Advice Insurance Of MS
Advice On Selection
Y
Software and consultants providing services to clients including:
Project Revenue and Expenditure Tracking and Reporting
Dynamic Cash Flow Planning
Strategic Revenue Allocation Consulting
Citizen Oversight Committee Support
State and IRS Audit Support
Records Retention and Retrieval
Ongoing Municipal Market Disclosure Services
0
N
N
N
N
N
N
N
N
N
N
Y
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
Y
N
Michael
Wesley
Ogburn
President
01-07-2020
E
Y
000000000
Michael
Wesley
Ogburn
President
01-07-2020
E
Y
000000000
Steven Gald
Steven Gald
Vice President
02-19-2020
N
N
Y
N
N
Y
N
Y
N
Y
Y
N
N
N
N
N
N
N
N
N
Y