WESTON FINANCIAL SERVICES LLC X-17A-5 (2017-03-01) — Broker-dealer annual report

Full text of WESTON FINANCIAL SERVICES LLC's X-17A-5 filed 2017-03-01 (period 2016-12-31). Broker-dealer annual report from SEC EDGAR — readable, searchable, and available as markdown for AI agents.

• Company: WESTON FINANCIAL SERVICES LLC
• Form: X-17A-5
• Filed: 2017-03-01
• Period: 2016-12-31
• Accession: 0001146227-17-000001
• CIK: 1146227
• File #: 8-53617
• Material weakness: No
• Auditor: Lilling & Company LLP
• Auditor location: Great Neck, NY
• Contact: Edward Cohen
• Phone: 2035576070
• Signed by: James McCann (Principal)

Document text (excerpt)

X-17A-5 0001146227 XXXXXXXX LIVE true false false 01-01-2016 12-31-2016 Broker-dealer N WESTON FINANCIAL SERVICES LLC 85 FIFTH AVENUE 7TH FLOOR NEW YORK NY 10003 Edward Cohen 2035576070 Lilling & Company LLP 10 Cutter Mill Road Great Neck NY 11021 Certified Public Accountant James McCann WESTON FINANCIAL SERVICES LLC 12-31-2016 James McCann Principal Y

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Other filings by this registrant

• X-17A-5 — 2020-02-28
• X-17A-5 — 2019-05-30
• X-17A-5 — 2018-02-28
• X-17A-5/A — 2016-07-21
• X-17A-5 — 2016-02-25
• X-17A-5 — 2015-03-02
• X-17A-5 — 2014-02-27
• X-17A-5 — 2013-03-01
• X-17A-5 — 2012-02-28
• X-17A-5 — 2011-03-08
• X-17A-5 — 2010-02-25
• X-17A-5 — 2009-02-24

Original filing on SEC EDGAR (source of record)