0001612423-22-000002.txt : 20220406
0001612423-22-000002.hdr.sgml : 20220406
20220406084151
ACCESSION NUMBER: 0001612423-22-000002
CONFORMED SUBMISSION TYPE: MA-I
PUBLIC DOCUMENT COUNT: 1
KERR,WILLIAM,WALLACE,
FILED AS OF DATE: 20220405
DATE AS OF CHANGE: 20220406
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: 22809476
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
abryant1031@gmail.com
N
N
William
Wallace
Kerr
N
1
0001612423
Raftelis Financial Consultants, Inc.
Raftelis
07-01-2013
N
867-00475
LOCATED
07-01-2013
227 WEST TRADE STREET
SUITE 1400
CHARLOTTE
NC
28202
Will
W
Kerr
07-2013
Raftelis Financial Consultants, Inc.
Charlotte
NC
28202
Y
N
Manager
08-2009
05-2013
Clemson University
Clemson
SC
29632
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
04-05-2022
Bart Kreps
CCO