THE WINNING EDGE FINANCIAL GROUP, INC. X-17A-5 (2024-04-03) — Broker-dealer annual report

Full text of THE WINNING EDGE FINANCIAL GROUP, INC.'s X-17A-5 filed 2024-04-03 (period 2023-12-31). Broker-dealer annual report from SEC EDGAR — readable, searchable, and available as markdown for AI agents.

Document text (excerpt)

{0}------------------------------------------------ | | UNITED STATES | | 0MB APPROVAL | | | | |----------------------------------------------------------------------------------------------------------------------------------------|--------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------|-------------------------------------------------|--------------------------------------------|--|--|--| | | | 0MB Number: 3235-0123<br>Expires: Nov. 30, 2026 | | | | | | | Washington, D.C. 20549 | | | | | | | | | SEC FILE NUMBER | | | | | | ANNUAL REPORTS<br>FORM X-17 A-5 | | | 8-46743 | | | | | | PART Ill | | | | | | | | | | | | | | | | FACING PAGE<br>Information Required Pursuant to Rules 17a-5, 17a-12, and 18a-7 under the Securities Exchange Act of 1934 | | | | | | | FILING FOR THE PERIOD BEGINNING 01/01/2023 | AND ENDING 12/31/2023 | | | | | | | | MM/DD/VY | | MM/DD/VY | | | | | | A. REGISTRANT IDENTIFICATION | | | | | | | | NAME oF FIRM: The Winning Edge Financial Group, Inc. | | | | | | | TYPE OF REGISTRANT (check all applicable boxes):<br>l:!J Broker-dealer<br>D Check here if respondent is also an OTC derivatives dealer | □ Security-based swap dealer<br>□ Major security-based swap participant | | | | | | | | ADDRESS OF PRINCIPAL PLACE OF BUSINESS: (Do not use a P.O. box no.) | | | | | | | 23 Calstan Place | | | | | | | | | (No. and Street) | | | | | | | Clifton | NJ | | 07013 | | | | | (City) | (State) | | (Zip Code) | | | | | PERSON TO CONTACT WITH REGARD TO THIS FILING | | | | | | | | Ben Zangara | 973-773-6600 | | benzangara@winningedgefinancial.com | | | | | (Name) | (Area Code - Telephone Number) | (Email Address) | | | | | | | B. ACCOUNTANT IDENTIFICATION | | | | | | | Michael T Remus CPA | INDEPENDENT PUBLIC ACCOUNTANT whose reports are contained in this filing* | | | | | | | | (Name - if individual, state last, first, and middle name) | | | | | | | PO Box 2555 | Hamilton Square | NJ | 08690 | | | | | (Address) | (City) | (State) | (Zip Code) | | | | | 02/23/2010 | 3598 | | | | | | | Ir• of Regl~rnt~, with PCAOBJI• appll@ble) | | | (PCAOB Reglstrnfo, N"mbe,, If applkable) I | | | | | | FOR OFFICIAL USE ONLY | | | | | | | | | | | | | | | CFR 240.17a-S(e)(l)(ii), if applicable. | * Claims for exemption from the requirement that the annual reports be covered by the reports of a…

Read the full text as markdown

Other filings by this registrant

Original filing on SEC EDGAR (source of record)