Full text of CORE FINANCIAL, LLC's X-17A-5 filed 2025-02-28 (period 2024-12-31). Broker-dealer annual report from SEC EDGAR — readable, searchable, and available as markdown for AI agents.
{0}------------------------------------------------ ## **CORE FINANCIAL, LLC** A wholly-owned subsidiary of Core Capital Partners, LLC # **FINANCIAL STATEMENTS** December 31, 2024 {1}------------------------------------------------ UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 # ANNUAL REPORTS FORM X-17A-5 PART II 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 BEGINNING01/01/2024 AND ENDING 12/31/2024 MM/DD/YY MM/DD/YY A. REGISTRANT IDENTIFICATION NAME OF FIRM: CORE Financial, LLC TYPE OF REGISTRANT (check all applicable boxes): 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 <sup>a</sup> P.O. box no.) # 1086 N. Fourth Street, Suite 108 | | (No. and Street) | | | | | |---------------------------------------------------------------------------|------------------------------------------------------------|------------------------|--------------------------------------------|--|--| | Columbus | HO | | 43201 | | | | (City) | (State) | | (Zip Code) | | | | PERSON TO CONTACT WITH REGARD TO THIS FILING | | | | | | | Jeffrey Coopersmith | 614 485 2500 | jac@crecrealestate.com | | | | | (Name) | (Area Code - Telephone Number) | (Email Address) | | | | | | | | | | | | INDEPENDENT PUBLIC ACCOUNTANT whose reports are contained in this filing* | B. АССОUNTANT IDENTIFICATION | | | | | | Crowe LLP | | | | | | | | (Name - if individual, state last, first, and middle name) | | | | | | 600 Superior Ave E. #902 | Cleveland | O<br>H | 44114 | | | | (Address) | (City) | (State) | (Zip Code) | | | | 09-24-2003 | | 173 | | | | | (Date of Registration with PCAOB)(if applicable) | | | (PCAOB Registration Number, if applicable) | | | \* Claims for exemption from the requirement that the annual reports be covered by the reports of an independent public accountant must be supported by <sup>a</sup> statement of facts and circumstances relied on as the basis of the exemption. See 17 CFR 240.17a-5(e)(1)(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 OMB control number. OMB APPROVAL OMB Number: 3235-0123 Expires: Nov. 30, 2026 Estimated average burden hours per response: 12 > SEC FILE NUMBER 8-68330 | | es 1…Read the full text as markdown