HARTFIELD, TITUS & DONNELLY, LLC X-17A-5 (2026-04-16) — Broker-dealer annual report

Full text of HARTFIELD, TITUS & DONNELLY, LLC's X-17A-5 filed 2026-04-16 (period 2025-12-31). Broker-dealer annual report from SEC EDGAR — readable, searchable, and available as markdown for AI agents.

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{0}------------------------------------------------ OMB APPROVAL UNITED STATES OMB Number: 3235-0123 SECURITIES AND EXCHANGE COMMISSION Expires: Nov. 30, 2026 Washington, D.C. 20549 Estimated average burden hours per response: 12 ANNUAL REPORTS SEC FILE NUMBER FORM X-17A-5 8-18974 PART III FACING PAGE Information Required Pursuant to Rules 17a-5, 17a-12, and 18a-7 under the Securities Exchange Act of 1934 FILING FOR THE PERIOD BEGINNING 01/01/2025 MM/DD/YY MM/DD/YY A. REGISTRANT IDENTIFICATION NAME OF FIRM: HARTFIELD TITUS & DONNELLY, LLC TYPE OF REGISTRANT (check all applicable boxes): © Broker-dealer | Security-based swap dealer □ Check here if respondent is also an OTC derivatives dealer ADDRESS OF PRINCIPAL PLACE OF BUSINESS: (Do not use a P.O. box no.) 111 TOWN SQUARE PLACE Suite 1500 (No. and Street) Jersey City NJ 07310 (City) (State) (Zip Code) PERSON TO CONTACT WITH REGARD TO THIS FILING Michael George 201-217-80585 mgeorge@htdbroker.com (Email Address) (Name) (Area Code - Telephone Number) B. ACCOUNTANT IDENTIFICATION INDEPENDENT PUBLIC ACCOUNTANT whose reports are contained in this filing\* Citrin Cooperman & Company LLP (Name – if individual, state last, first, and middle name) 180 Park Avenue Florham Park NJ 07932 (Address) (City) (State) (Zip Code) 11/02/2005 2468 (Date of Registration with PCAOB)(if applicable) (PCAOB Registration Number, if applicable) FOR OFFICIAL USE ONLY \* Claims for exemption from the requirement that the annual reports of an independent public accountant must be supported by a statement of facts and circumstances relied on as the basis of the exemption. See 17 CFR 240.17a-5(e)(1)(ii), if applicable. Persons who are to respond to the collection of information contained in this form are not required to respond unless the form displays a currently valid OMB control number. {1}------------------------------------------------ #### OATH OR AFFIRMATION | - | EDWARD J SMITH | | |---|----------------|--| | | | | swear (or affirm) that, to the best of my knowledge and belief, the C HADTEICLE TITUC & DONNELL VILLO | | | | financial report pertaining to the firm of HARTHELD MTOS & DONNELLY LLC | | |--|--|--|---------------------------------------------------------------------------------------------|--| | | | | 2 025 - , is true and correct. I further swear (or affirm) that neither the company nor any | | partner, officer, director, or equivalent person, as the case may be, has any proprietary interest in any account classified s…

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