Full text of TRINITY WEALTH SECURITIES, L.L.C.'s X-17A-5/A filed 2026-03-24 (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 OMa 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 **(PCAOB Regisrr,tioa Numb�, if ,p�kable]** **I** **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 0 1 /01 /25 MM/DD/YY AND ENDING **12/31 /25** MM/DD/YY **A. REGISTRANT IDENTIFICATION** NAME oF FIRM: Trinity Wealth Securities, LLC TYPE OF REGISTRANT (check all applicable boxes): C!J 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.) 6550 W. Hillsborough Avenue, Suite 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\* Holt & Patterson, LLC (Name - if individual, state last, first, and mitldle name) 260 Chesterfield Industrial Blvd Chesterfield **MO 63005** (Address) (City) (State) (Zip Code) **"' of Regisrr,tioa with PCAOO)Uf applicable]** **FOR OFFICIAL USE ONLY** **02/24/2009 3372** **T** \* Claims for exemption from the re�uirement 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,** {2}------------------------------------------------ # **OATH OR AFFIRMATION** | I<br>Jason Mickool<br>, | swear (or affirm) that, to the best of my knowledge and belief, the | |-----…Read the full text as markdown