Full text of THE TAVENNER COMPANY's X-17A-5 filed 2025-03-21 (period 2024-12-31). 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-5 | | PART III | | OMB APPROVAL | | |---------------------------|--| | OMB Number: 3235-0123 | | | Expires: Nov. 30, 2026 | | | Estimated average burden | | | 12<br>hours per response: | | | SEC FILE NUMBER | | |-----------------|--| | 8-41206 | | | | FACING PAGE | | | | | |----------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------|----------------------------------------------------------------------------------------------------------------------------------------------------------------------------------|-----------------|-------------------------------------------|--|--| | | Information Required Pursuant to Rules 17a-5, 17a-12, and 18a-7 under the Securities Exchange Act of 1934<br>12-31-2024<br>FILING FOR THE PERIOD BEGINNING 01/01/2024 AND ENDING | | | | | | | MM/DD/YY | | MM/DD/YY | | | | | A. REGISTRANT IDENTIFICATION | | | | | | The Tavenner Company<br>NAME OF FIRM: | | | | | | | TYPE OF REGISTRANT (check all applicable boxes):<br>Broker-dealer __ L Security-based swap dealer __ Major security-based swap participant<br>Check here if respondent is also an OTC derivatives dealer | | | | | | | ADDRESS OF PRINCIPAL PLACE OF BUSINESS: (Do not use a P.O. box no.) | | | | | | | 4910 Old Mechanicsburg Road | | | | | | | | (No. and Street) | | | | | | Springfield | OH | | 45502 | | | | (City) | (State) | | (Zip Code) | | | | PERSON TO CONTACT WITH REGARD TO THIS FILING | | | | | | | Thomas Tavenner | 937-399-9663<br>tom(@tavennerco.com | | | | | | (Name) | (Area Code - Telephone Number) | | (Email Address) | | | | | B. ACCOUNTANT IDENTIFICATION | | | | | | INDEPENDENT PUBLIC ACCOUNTANT whose reports are contained in this filing*<br>Jerome Davies, CPA, P.C. | | | | | | | | (Name - if individual, state last, first, and middle name) | | | | | | 3605 Sandy Plains Road Suite 240-480 Marietta | | GA | 30066 | | | | (Address)<br>04/25/2017 | (City) | (State)<br>6363 | (Zip Code) | | | | (Date of Registration with PCAOB)(if applicable) | | | (PCAOB Registration Number, if applicable | | | | | FOR OFFICIAL USE ONLY | | | | | \* Claims for exemption from the requirement that the annual reports be covered by the reports of an independent public accountan…Read the full text as markdown