Proficient, Inc.
Filings
1
Total offered
$10M
Total sold
$7.1M
Activity
2025-02-11
through 2025-02-11
through 2025-02-11
Contact info
ProLog in with a Pro subscription to look up an email or website for this issuer.
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)
-
0001800100-25-000002D · 2025-02-11 · Other TechnologyOffering: $10,000,000Sold: $7,123,582