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