Full text of CORNERSTONE FINANCIAL SERVICES, INC.'s X-17A-5 filed 2026-03-10 (period 2025-12-31). 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 0MB APPROVAL 0MB Number: 3235-0123 Expires: Nov. 30, 2026 Estimated average burden hours per response: 12 ## **ANNUAL REPORTS FORM X-17A-5 PART Ill** **FACING PAGE** **Information Required Pursuant to Rules 17a-5, 17a-12, and lSa-7 under the Securities Exchange Act of 1934** | FILING FOR THE PERIOD BEGINNING | O 1/01/2025 | AND ENDING | __<br>1_2_/3_1_/2_0_2_5_ | | |---------------------------------|-------------|------------|--------------------------|--| | | MM/DD/VY | | MM/DD/VY | | **A. REGISTRANT IDENTIFICATION** # NAME OF FIRM: Cornerstone Financial Services Inc ------------------------------ TYPE OF REGISTRANT (check all applicable boxes): [!] Broker-dealer □ Security-based swap dealer □ 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.) ## 119 N Broadway Street Suite 102 | (No. and Street) | | | | | |---------------------------------------------------------------------------|--------------------------------|------------------------------|------------|--| | Greenfield | IN | | 46140 | | | (City) | (State) | | (Zip Code) | | | PERSON TO CONTACT WITH REGARD TO THIS FILING | | | | | | Steve Bucksot | (317)462-3310 | sbucksot@cornerstone401k.net | | | | (Name) | (Area Code - Telephone Number) | (Email Address) | | | | B. ACCOUNTANT IDENTIFICATION | | | | | | INDEPENDENT PUBLIC ACCOUNTANT whose reports are contained in this filing* | | | | | | Thomas Faust, CPA, LLC d/b/a Thomas Faust, CPA | | | | | | (Name - if individual, state last, first, and middle name) | | | | | | 17 4 Coldbrook Ct. | Lafayette | Indiana | 4 7909 | | | (Address) | (City) | (State) | (Zip Code) | | | | | | | | | 17 4 Coldbrook Ct. | Lafayette | Indiana | 4 7909 | |--------------------|-----------------------|------------------------------------------|------------| | (Address) | (City) | (State) | (Zip Code) | | 02/14/18 | | 6479 | | | | | (PCAOB Reg;st,at;oo N,mbec, • appUcable) | I | | | FOR OFFICIAL USE ONLY | | | | | | | | \* 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…Read the full text as markdown