Form D Explorer

Proficient, Inc.

CIK 1800100 · Corporation · Inc. NORTH CAROLINA · GREENSBORO, NC · Other Technology

https://proficientinsurance.co.uk (possible website — auto-inferred, not verified)

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Filings

1

Total offered

$10M

Total sold

$7.1M

Activity

Feb 11, 2025
through Feb 11, 2025

Contact info

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Likely investment adviser (not guaranteed)

Best-effort name match against Form ADV. Click through for AUM, employees, and disciplinary disclosures.

PROFICIENT WEALTH COUNSELORS, LLC
high CRD 801-72560
PROFICIO CAPITAL PARTNERS LLC
medium CRD 801-106483

Form D filings (1)

0001800100-25-000002
D · Feb 11, 2025 · Other Technology

Offering: $10,000,000

Sold: $7,123,582