Full text of TRINITY WEALTH SECURITIES, L.L.C.'s X-17A-5 filed 2026-03-02 (period 2025-12-31). Broker-dealer annual report from SEC EDGAR — readable, searchable, and available as markdown for AI agents.
{0}------------------------------------------------ ## **FINANCIAL STATEMENTS AND SUPPLEMENTAL INFORMATION FOR THE YEAR ENDED DECEMBER 31, 2025** **These financial statements and schedules should be deemed confidential pursuant to subparagraph (e)(3) of Rule 17a-5** {1}------------------------------------------------ **UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549** **0MB APPROVAL 0MB Number: 3235--0123 Expires: Nov. 30, 2026 Estimated average burden hours per response: 12** # ANNUAL REPORTS FORM X-17A-5 PART Ill **SEC FILE NUMBER** 8-52801 **FACING PAGE** **Information Required Pursuant to Rules 17a-5, 17a-12, and lSa-7 under the Securities Exchange Act of 1934** FILING FOR THE PERIOD BEGINNING \_\_ 01\_\_/01\_\_/\_25 \_\_\_ AND ENDING \_\_ **1\_2\_/3\_1 /\_2\_5 \_\_ \_** MM/DD/YY MM/DD/YY **A. REGISTRANT IDENTIFICATION** # NAME oF FIRM: Trinity Wealth Securities TYPE OF REGISTRANT (check all applicable boxes): � Broker-dealer D Security-based swap dealer D Major security-based swap participant □ Check here if respondent is also an OTC derivatives dealer ADDRESS OF PRINCIPAL PLACE OF BUSINESS: (Do not use a P.O. box no.) | 6550 W. Hillsborough Ave, Ste 130 | | | | | | |----------------------------------------------------------------------------------------------------|--|-----------------------------------------------------------|--------------------------------------------|-----------------------------|--| | | | (No. and Street) | | | | | Tampa | | FL | | 33634 | | | (City) | | (State) | | (Zip Code) | | | PERSON TO CONTACT WITH REGARD TO THIS FILING | | | | | | | Jason Mickool | | (813) 333-1683 | | jason.mickool@floridafa.com | | | (Name) | | (Area Code -Telephone Number) | (Email Address) | | | | | | B. ACCOUNTANT IDENTIFICATION | | | | | INDEPENDENT PUBLIC ACCOUNTANT whose reports are contained in this filing*<br>Holt & Patterson, LLC | | | | | | | | | (Name -if individual, state last, first, and middle name) | | | | | 260 Chesterfield Industrial Blvd Chesterfield | | | MO | 63005 | | | (Address) | | (City) | (State) | (Zip Code) | | | 02/24/2009 | | | 3372 | | | | te of Regi;tcatioo with PCAOB)i;f applicable) | | | (PCAOB RegistcaUoo N,mbec, if applicable I | | | | | | | | | | | r | | 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…Read the full text as markdown