Full text of LINCOLN FINANCIAL DISTRIBUTORS, INC.'s X-17A-5 filed 2024-02-28 (period 2023-12-31). Broker-dealer annual report from SEC EDGAR — readable, searchable, and available as markdown for AI agents.
{0}------------------------------------------------ ## CONFIDENTIAL VERSION FINANCIAL STATEMENTS AND SUPPLEMENTARY INFORMATION Lincoln Financial Distributors, Inc. Year Ended December 31, 2023 With Duly Authorized Officer Affirmation {1}------------------------------------------------ ## Lincoln Financial Distributors, Inc. Financial Statements and Supplementary Information Year Ended December 31, 2023 ### Table of Contents | Duly Authorized Officer Affirmation | | |--------------------------------------------------------------------------------------|--| | Financial Statements | | | Statement of Financial Condition | | | Statement of Income | | | Statement of Changes in Stockholder's Equity | | | Statement of Cash Flows | | | Notes to Financial Statements | | | Supplementary Information | | | Schedule 1 - Computation of Net Capital Pursuant to Rule 15c3-1 under the Securities | | | Exchange Act of 1934 | | | Schedule II - Statement Regarding Reserve Requirements Pursuant to Rule 15c3-3 under | | | the Securities Exchange Act of 1934 | | | Schedule III - Statement Regarding Information Relating to Possessions or Control of | | | Securities Pursuant to Rule 15c3-3 under the Securities Exchange Act of 1934 | | {2}------------------------------------------------ OMB APPROVAL UNITED STATES OMB Number: 3235-0123 SECURITIES AND EXCHANGE COMMISSION Expires: Oct. 31, 2023 Washington, D.C. 20549 Estimated average burden hours per response: 12 ANNUAL REPORTS SEC FILE NUMBER FORM X-17A-5 8-14685 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 01/01/23 12/31/23 AND ENDING MM/DD/YY MM/DD/YY A. REGISTRANT IDENTIFICATION NAME OF FIRM: Lincoln Financial Distributors, Inc. TYPE OF REGISTRANT (check all applicable boxes): [ Security-based swap dealer E Broker-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.) 1300 South Clinton Street (No. and Street) 46802 IN Fort Wayne (Zip Code) (State) (City) PERSON TO CONTACT WITH REGARD TO THIS FILING Megan. Omoruyi@lfg.com 336-691-4670 Megan V. Omoruyi (Area Code - Telephone Number) (Email Address) (Name) B. ACCOUNTANT IDENTIFICATION INDEPENDENT PUBLIC ACCOUNTANT whose reports are contained in this filing\* (Name - if individual, state last, first, and middle name) (Zip Code) (State) (Address) (City) (PCAOB Registration Number, if applicable…Read the full text as markdown