Full text of WINKLEVOSS INSURANCE AGENCY, LLC's X-17A-5 filed 2024-09-13 (period 2024-06-30). 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** 0MB APPROVAL 0MB Number: 3235-0123 Expires: Nov. 30, 2026 Estimated average burden hours per response: 12 > SEC FILE NUMBER 48544 # **PART** Ill **FACING PAGE** **Information Required Pursuant to Rules 17a-5, 17a-12, and 18a-7 under the Securities Exchange Act of 1934** FILING FOR THE PERIOD BEGINNING **07/01/2023** AND ENDING **06/30/2024** MM/DD/VY MM/DD/VY **A. REGISTRANT IDENTIFICATION** ### NAME oF FIRM: Winklevoss Insurance Agency, LLC TYPE OF REGISTRANT (check all applicable boxes): [!] Broker-dealer □ Security-based swap dealer □ Check here if respondent is also an OTC derivatives dealer □ Major security-based swap participant ADDRESS OF PRINCIPAL PLACE OF BUSINESS: (Do not use a P.O. box no.) ## 640 W Putnam Ave | Greenwich | | (No. and Street)<br>CT | | 06830 | | |------------------------------------------------------------------------------------------------------------------------------------------------------------------|-------------------------------|-----------------------------------------|------------------------------------------|------------|--| | (City) | | (State) | | (Zip Code) | | | PERSON TO CONTACT WITH REGARD TO THIS FILING | | | | | | | Michael Vasile | 2038615569 | | michael.vasile@winklevossconsultants.com | | | | (Name) | (Area Code -Telephone Number) | | (Email Address) | | | | | | B. ACCOUNTANT IDENTIFICATION | | | | | INDEPENDENT PUBLIC ACCOUNTANT whose reports are contained in this filing*<br>Lilling & Company LLP<br>(Name - if individual, state last, first, and middle name) | | | | | | | Two Seaview Blvd, Suite 200 | | Port Washington | NY | 11050 | | | (Address)<br>3/31/2009 | | (City)<br>(State)<br>(Zip Code)<br>3480 | | | | | l"<br>(PCAOB Reg;m,uoo N"mbec, ff a ppUcable) I<br>of Reg;,tc,Uoo w;th PCAOB}lff appUcable)<br>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-5(e)(l)(ii), if applicable. **Persons who are to respond to the collection of information contained in this form are not required to respond unless the form displays a currently valid 0MB control number.** {1}------------------------------------------…Read the full text as markdown