NAVAID FINANCIAL SERVICES, INC. X-17A-5 (2023-03-30) — Broker-dealer annual report

Full text of NAVAID FINANCIAL SERVICES, INC.'s X-17A-5 filed 2023-03-30 (period 2022-12-31). Broker-dealer annual report from SEC EDGAR — readable, searchable, and available as markdown for AI agents.

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{0}------------------------------------------------ **UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549** | 0MB APPROVAL | |--------------------------| | 0MB Number: 3235-0123 | | Expires: Oct. 31, 2023 | | Estimated average burden | | hours per response: 12 | ## **ANNUAL REPORTS FORM X-17A-5 PART** Ill | Estimated average burden | | |--------------------------|--| | hours per response: 12 | | | | | SEC FILE NUMBER **FACING PAGE** **Information Required Pursuant to Rules 17a-5, 17a-12, and 18a-7 under the Securities Exchange Act of <sup>1934</sup>** FILING FOR THE PERIOD BEGINNING **O 1/01/2022** MM/DD/YY MM/DD/YY **A. REGISTRANT IDENTIFICATION** NAME oF FIRM: Navaid Financial Services, Inc. TYPE OF REGISTRANT (check all applicable boxes): [!] Broker-dealer □ Security-based swap dealer D Check here if respondent is also an OTC derivatives dealer □ Major security-based swap participant AND ENDING **12/31/2022** ADDRESS OF PRINCIPAL PLACE OF BUSINESS: {Do not use a P.O. box no.) ## 21 E Euclid Ave. | | (No. and Street) | | | | |-------------------------------------------------------|------------------------------------------------------------|-----------------|-----------------------------------------------|--| | Haddonfield | NJ | | 08033 | | | (City) | (State) | | (Zip Code) | | | PERSON TO CONTACT WITH | REGARD TO THIS FILING | | | | | John<br>Carney | 609-238-9370 | | jcarney@navaidfinancial.com | | | (Name) | (Area Code -Telephone Number) | (Email Address) | | | | | B. ACCOUNTANT IDENTIFICATION | | | | | INDEPENDENT PUBLIC ACCOUNTANT<br>Siana<br>Carr<br>and | whose reports are contained<br>O'Connor | in this filing* | | | | | (Name - if individual, state last, first, and middle name) | | | | | 1500<br>Lancaster<br>Ave | Paoli | PA | 19301 | | | (Address) | (City) | (State) | (Zip Code) | | | 08/11/2009 | | 3705 | | | | | | | (PCAOB Reg;st,atioo Norn bee, ;f 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-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}------------------------------------------------ #### **OATH OR AFFIRM…

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