Full text of NAVAID FINANCIAL SERVICES, INC.'s X-17A-5 filed 2026-03-31 (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** | ANNUAL<br>REPORTS | |-------------------| | FORM<br>X-17A-5 | | PART<br>Ill | | OMS APPROVAL | |---------------------------| | 0MB Number: 3235-0123 | | Expires: Nov. 30, 2026 | | Estimated average burden | | hours per response:<br>12 | SEC FILE NUMBER **FACING PAGE** **Information Required Pursuant to Rules 17a-5, 17a-12, and lSa-7 under the Securities Exchange Act of <sup>1934</sup>** FILING FOR THE PERIOD BEGINNING **O 1/01/2025** AND ENDING **12/31/2025** MM/0D/YY MM/0D/YY **A. REGISTRANT IDENTIFICATION** NAME oF FIRM: Navaid Financial Services, Inc. TYPE OF REGISTRANT (check all applicable boxes}: C!l Broker-dealer □ Security-based swap dealer D 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.) # 21 E Euclid Ave Suite 100 | | (No. and Street) | | | | |---------------------------------------------------|-----------------------------------------------------------|-----------------|---------------------------------------------|--| | Haddonfield | NJ | | 08033 | | | {City) | (State) | | (Zip Code) | | | PERSON TO CONTACT<br>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<br>ACCOUNTANT whose | | | | | | Siana<br>Carr<br>and | reports are contained in this filing*<br>O'Conner | | | | | | (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 | | | | Ir•<br>of Registratioo with PCAOB)(if applicable) | | | (PCAOB Regfatcatinn Numb~, if applicable) I | | \* Claims for exemption from the requirement that the annua.f reports be covered by the reports of an 1independent public accountant must be supported by a statement of facts and circumstances relied on as the basis of the exemption. See <sup>17</sup> 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 AFf!IRMATION** | I,…Read the full text as markdown