Full text of INVERNESS SECURITIES, LLC's X-17A-5 filed 2026-03-30 (period 2025-12-31). Broker-dealer annual report from SEC EDGAR — readable, searchable, and available as markdown for AI agents.
{0}------------------------------------------------ **INVERNESS SECURITIES, LLC (a limited liability company)** **December 31, 2025 and 2024** # FINANCIAL STATEMENTS # AND SUPPLEMENTAL INFORMATION {1}------------------------------------------------ UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 | OMB APPROVAL | | | |---------------------------|--|--| | OMB Number: 3235-0123 | | | | Expires: Nov. 30, 2026 | | | | Estimated average burden | | | | hours per response:<br>12 | | | # ANNUAL REPORTS FORM X-17A-5 PART III | SEC FILE NUMBER | | |-----------------|--| | 8-66278 | | | Information Required Pursuant to Rules 17a-5, 17a-12, and 18a-7 under the Securities Exchange Act of 1934 | | FACING PAGE | | | | |---------------------------------------------------------------------------------------------------------------------------------|--------------------------------------------------------------------------------------------------------------------------------------------------------------------------------|------------------------------------------------------------------------|-----|-----------------|--------------------------------------------| | FILING FOR THE PERIOD BEGINNING | 01/01/2025 ___________________________________________________________________________________________________________________________________________________________________ | | | 12/31/2025 | | | | | MM/DD/YY | | | MM/DD/YY | | | | A. REGISTRANT IDENTIFICATION | | | | | NAME OF FIRM: Inverness Securities LLC | | | | | | | TYPE OF REGISTRANT (check all applicable boxes):<br>Broker-dealer<br>Check here if respondent is also an OTC derivatives dealer | | [ Security-based swap dealer _ Major security-based swap participant | | | | | ADDRESS OF PRINCIPAL PLACE OF BUSINESS: (Do not use a P.O. box no.)<br>6060 Parkland Blvd. Ste 200 | | | | | | | | | (No. and Street) | | | | | Cleveland | | ОН | | | 44124 | | (City) | | (State) | | | (Zip Code) | | PERSON TO CONTACT WITH REGARD TO THIS FILING | | | | | | | Fred Bush | | 512-415-4009 | | | fbush@ancora.net | | (Name) | | (Area Code - Telephone Number) | | (Email Address) | | | | | B. ACCOUNTANT IDENTIFICATION | | | | | INDEPENDENT PUBLIC ACCOUNTANT whose reports are contained in this filing *<br>Hobe & Lucas | | | | | | | | | (Name - if individual, state last, first, and middle name) | | | | | 6000 Freedom Square Dr, #550 Independence | | | | он | 44131 | | (Address)<br>10/20/2003 | | (City) | 126 | (State) | (Zi…Read the full text as markdown