ZIMBALIST SMITH INVESTMENTS, LLC X-17A-5 (2018-02-06) — Broker-dealer annual report

Full text of ZIMBALIST SMITH INVESTMENTS, LLC's X-17A-5 filed 2018-02-06 (period 2017-12-31). Broker-dealer annual report from SEC EDGAR — readable, searchable, and available as markdown for AI agents.

• Company: ZIMBALIST SMITH INVESTMENTS, LLC
• Form: X-17A-5
• Filed: 2018-02-06
• Period: 2017-12-31
• Accession: 0000715563-18-000001
• CIK: 715563
• File #: 8-28971
• Material weakness: No
• Auditor: Breard & Associates, Inc
• Auditor location: Northridge, CA
• Contact: Linda Zimbalist Smith
• Phone: 541-330-6300
• Signed by: Linda Zimbalist Smith (Member/Owner)

Document text (excerpt)

X-17A-5 0000715563 XXXXXXXX LIVE false false false 01-01-2017 12-31-2017 Broker-dealer N ZIMBALIST SMITH INVESTMENTS, LLC 547 SW 13TH STREET SUITE 201 BEND OR 97702 Linda Zimbalist Smith 541-330-6300 Breard & Associates, Inc 9221 Corbin Avenue Suite 170 Northridge CA 91324 Certified Public Accountant Linda Zimbalist Smith ZIMBALIST SMITH INVESTMENTS, LLC 12-31-2017 Linda Zimbalist Smith Member/Owner Y

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Other filings by this registrant

• X-17A-5 — 2020-02-11
• X-17A-5 — 2019-02-13
• X-17A-5 — 2017-01-31
• X-17A-5 — 2016-02-25
• X-17A-5 — 2015-02-05
• X-17A-5 — 2014-02-27
• X-17A-5 — 2013-02-22
• X-17A-5 — 2012-02-27
• X-17A-5 — 2011-02-28
• X-17A-5 — 2010-02-22
• X-17A-5 — 2009-02-26
• X-17A-5 — 2008-02-28

Original filing on SEC EDGAR (source of record)