Full text of TRUIST INVESTMENT SERVICES, INC.'s X-17A-5 filed 2026-03-02 (period 2025-12-31). 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, 2025 With Report of Independent Registered Public Accounting Firm (Confidential Pursuant to SEC Rule 17a-5(e)(3)) {1}------------------------------------------------ 8-35355 01/01/2025 12/31/2025 # TRUIST INVESTMENT SERVICES, INC ■ # 303 PEACHTREE STREET 2ND FLOOR | | | 30303 | | |--------------|-----------------------------------------------------------|-----------------------------|--| | | | | | | | | | | | 804-281-3722 | | EVELYN.CALLENDER@TRUIST.COM | | | | | | | | | | | | | | | | | | Charlotte | NC | 28202 | | | | | | | | | | | | | | 238 | | | | | | | | | | PricewaterhouseCoopers<br>214 N. Tryon Street, Suite 4200 | GEORGIA | | {2}------------------------------------------------ EVELYN CALLENDER TRUIST INVESTMENT SERVICES, INC DECEMBER 31 025 CHIEF FINANCIAL OFFICER - - - - - - - - - - - - - - - - - - - - - - - - - - - {3}------------------------------------------------ # Truist Investment Services, Inc. (A Wholly Owned Subsidiary of Truist Financial Corporation) # Financial Statements and Supplemental Information Year Ended December 31, 2025 # **Contents** | Report of Independent Registered Public Accounting Firm 3 | | |--------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------|--| | Financial Statements | | | Statement of Financial Condition 5 | | | Statement of Operations 6 | | | Statement of Changes in Shareholder's Equity 7 | | | Statement of Cash Flows 8 | | | Notes to Financial Statements9 | | | Supplemental Information | | | Schedule I – Computation of Net Capital Pursuant to Rule 15c3-1 of the Securities and Exchange<br>Commission 22 | | | Schedule II– Computation of Determination of Reserve Requirements & Information Relating to Possession<br>or Control Requirements Pursuant to Rule 15c3-3 of the Securities and Exchange Commission 23 | | {4}------------------------------------------------  # **Report of Independent Registered Public Accounting Firm** To the Board of Directors and Shareholder of Truist Investment Services, Inc. # *Opinion on the Financial Statements* We have audited the accompanying statement of financial condition of Truist Investment Serv…Read the full text as markdown