HERBERT J. SIMS & CO, INC. X-17A-5 (2021-03-01) — Broker-dealer annual report

Full text of HERBERT J. SIMS & CO, INC.'s X-17A-5 filed 2021-03-01 (period 2020-12-31). Broker-dealer annual report from SEC EDGAR — readable, searchable, and available as markdown for AI agents.

Document text (excerpt)

{0}------------------------------------------------ **UNITEDSTATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549** 0MB APPROVAL 0MB Number: 3235-0123 Expires: August 31, 2020 Estimated average burden hours per response ... ... 12.00 # **ANNUAL AUDITED REPORT FORM X-17 A-5 PART Ill** | | SEC FILE NUMBER | |---------|-----------------| | 8-Q3315 | | **FACING PAGE** **Information Required of Brokers and Dealers Pursuant to Section 17 of the Securities Exchange Act of 1934 and Rule 17a-5 Thereunder** | REPORT FOR THE PERIOD BEGINNING 01/01/20 | | AND ENDING 12/31/20 | ----------- | |------------------------------------------------------------------------------------------------------------------------------------------------------|-------------------------------------------------------|---------------------|------------------------------------------------| | | MM/DD/YY | | MM/DD/YY | | | A. REGISTRANT IDENTIFICATION | | | | NAME OF BROKER-DEALER: HERBERT J. SIMS & CO., INC. | | | OFFICIAL USE ONLY | | ADDRESS OF PRINCIPAL PLACE OF BUSINESS: (Do not use P.O. Box No.) | FIRM I.D. NO. | | | | 2150 POST ROAD SUITE 301 | | | | | | (No. and Street) | | | | FAIRFIELD | CT | | 06824 | | (City) | (State) | | (Zip Code) | | NAME AND TELEPHONE NUMBER OF PERSON TO CONTACT IN REGARD TO THIS REPORT | | | | | JASON DIAMOND | | | 203-418-9006<br>(Area Code - Telephone Number) | | | B. ACCOUNTANT IDENTIFICATION | | | | INDEPENDENT PUBLIC ACCOUNT ANT whose opinion is contained in this Report*<br>APRIO | | | | | | (Name - if individual, state last,first, middle name) | | | | 7 PENN PLAZA, SUITE 210 | NEW YORK | NY | 10001 | | (Address) | (City) | (State) | (Zip Code) | | CHECK ONE:<br>I<br>B<br>✓<br>Certified Public Accountant<br>Public Accountant<br>Accountant not resident in United States or any of its possessions. | FOR OFFICIAL USE ONLY | | | | | | | | *\*Claims for exemption from the requirement that the annual report be covered by the opinion of an independent public accountant must be supported by a statement of facts and circumstances relied on as the basis/or the exemption. See Section 240.17a-5(e)(2)* > **Potential 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 0MB control number.** {1}------------------------------------------------ ### **OATH OR AFFIRMATION** **1,** JASON DIAMOND , swear (or affirm) that, to the best of my knowledge and belief the ac…

Read the full text as markdown

Other filings by this registrant

Original filing on SEC EDGAR (source of record)