Full text of INVESTORS BROKERAGE OF TEXAS, LTD.'s X-17A-5 filed 2024-03-22 (period 2023-12-31). Broker-dealer annual report from SEC EDGAR — readable, searchable, and available as markdown for AI agents.
{0}------------------------------------------------ **UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 ANNUAL REPORTS FORM X-17A-S PART** Ill **FACING PAGE** 0MB APPROVAL 0MB Number: 3235-0123 Expires: Nov. 30, 2026 Estimated average burden hours per response: 12 SEC FILE NUMBER **Information Required Pursuant to Rules 17a-5, 17a-12, and 18a-7 under the Securities Exchange Act of 1934** FILING FOR THE PERIOD BEGINNING **O 1/01/2023** MM/DD/VY AND ENDING 1213112023 MM/DD/VY **A. REGISTRANT IDENTIFICATION** NAME oF FIRM: Investors Brokerage of Texas, Ltd. TYPE OF REGISTRANT (check all applicable boxes): <sup>~</sup>Broker-dealer D Security-based swap dealer D Major security-based swap participant D Check here if respondent is also an OTC derivatives dealer ADDRESS OF PRINCIPAL PLACE OF BUSINESS: (Do not use a P.O. box no.) 225 South 5th Street (No. and Street) Waco TX 76701 (City) (State) (Zip Code) PERSON TO CONTACT WITH REGARD TO THIS FILING Joseph K Brooks 254-315-4318 jbrooks@investor~ (Name) (Area Code -Telephone Number) (Email Address) **B. ACCOUNTANT IDENTIFICATION** INDEPENDENT PUBLIC ACCOUNTANT whose reports are contained in this filing\* Sanville & Company (Name - if individual, state last, first, and middle name) 325 N. Saint Paul St., #310 Dallas TX 75201 (Address) (City) (State) (Zip Code) 09/18/03 169 l" of R,g;matioo w;th PCAOB J(;f **a** ppHcable) **FOR OFFICIAL USE ONLY** ) **PCAOB R,g;m,t;oo N,mbec, ;f appHcable)** I \* Claims for exemption from the requirement that the annual reports be covered by the 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-S(e)(l)(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 0MB control number.** {1}------------------------------------------------ #### **OATH OR AFFIRMATION** | I, Timothy R. Kohn | swear (or affirm) that, to the best of my knowledge and belief, the | | |-------------------------------------------------------------------------------|-------------------------------------------------------------------------------------------------------------------------------------|-------| | financial report pertaini_ng to the firm of Investors Brokerage ofTexas, Ltd. | | as of | | 2~<br>December 31, | is true and correct. I further swear (or affirm)…Read the full text as markdown