Full text of TRUIST INVESTMENT SERVICES, INC.'s X-17A-5 filed 2025-02-27 (period 2024-12-31). Broker-dealer annual report from SEC EDGAR — readable, searchable, and available as markdown for AI agents.
{0}------------------------------------------------ # FINANCIAL STATEMENTS AND SUPPLEMENTAL INFORMATION Truist Investment Services, Inc. (A Wholly Owned Subsidiary of Truist Financial Corporation) Year Ended December 31, 2024 With Report of Independent Registered Public Accounting Firm (Confidential Pursuant to SEC Rule 17a-5(e)(3)) {1}------------------------------------------------ | | ANNUAL KEPUKIS | | SEC FILE NUMBER | | | | | |------------------------------------------------------------------------------------------------|--------------------------------------------------------------------------------------------------------|------------|-----------------------------|--|--|--|--| | | 8-35355 | | | | | | | | | | | | | | | | | | | | | | | | | | FACING PAGE | | | | | | | | | | on Required Pursuant to Rules 17a-5, 17a-12, and 18a-7 under the Securities Exchange Act of 1934 | | | | | | | | the period beginning 01/01/2024 | | AND ENDING | 12/31/2024 | | | | | | MM/DD/YY | | | MM/DD/YY | | | | | | | A. REGISTRANT IDENTIFICATION | | | | | | | | | TRUIST INVESTMENT SERVICES, INC | | | | | | | | GISTRANT (check all applicable boxes):<br>here if respondent is also an OTC derivatives dealer | dealer<br>F PRINCIPAL PLACE OF BUSINESS: (Do not use a P.O. box no.)<br>EACHTREE CENTER AVE, SUITE 140 | | | | | | | | | (No. and Street) | | | | | | | | ITA | GEORGIA | | 30303 | | | | | | (City) | (State) | | (Zip Code) | | | | | | CONTACT WITH REGARD TO THIS FILING | | | | | | | | | N CALLENDER (804)281-3722 | | | evelyn.callender@truist.com | | | | | | | (Area Code - Telephone Number) | | (Email Address) | | | | | | | B. ACCOUNTANT IDENTIFICATION | | | | | | | | otarbound Connoroll D | ENT PUBLIC ACCOUNTANT whose reports are contained in this filing* | | | | | | | {2}------------------------------------------------ | | Evelyn Callender | |--|------------------| | | | - - - - - - - - - - - - - - - - - - - - - - - - - - - {3}------------------------------------------------ # Truist Investment Services, Inc. (A Wholly Owned Subsidiary of Truist Financial Corporation) # Financial Statements and Supplemental Information Year Ended December 31, 2024 # Contents | Report of Independent Registered Public Accounting Firm 3 | | |--------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------|--| | Financial Statements | | | Statement of Financial…Read the full text as markdown