Full text of LIBERTY PARTNERS FINANCIAL SERVICES, LLC's X-17A-5 filed 2026-04-09 (period 2024-12-31). Broker-dealer annual report from SEC EDGAR — readable, searchable, and available as markdown for AI agents.
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 ANNUAL REPORTS FORM X-17A-5 PART III 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 01/01/2024 AND ENDING 12/31/2024 A. REGISTRANT IDENTIFICATION NAME OF FIRM: LIBERTY PARTNERS FINANCIAL SERVICES, LLC TYPE OF REGISTRANT (check all applicable boxes): Broker-dealer ADDRESS OF PRINCIPAL PLACE OF BUSINESS: 7780 BRIER CREEK PARKWAY 3325 CITY: RALEIGH STATE: NC ZIP CODE: 27617 PERSON TO CONTACT WITH REGARD TO THIS FILING NAME: Cassandra Woodward TELEPHONE: [not legible in source image] EMAIL: [not legible in source image] B. ACCOUNTANT IDENTIFICATION INDEPENDENT PUBLIC ACCOUNTANT whose reports are contained in this filing: LMHS, P.C. ADDRESS: 80 Washington Street, Norwell, MA 02061 DATE OF REGISTRATION WITH PCAOB (if applicable): 2/24/2009 PCAOB REGISTRATION NUMBER (if applicable): 3373 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. OATH OR AFFIRMATION I, Cassandra Woodward, swear (or affirm) that, to the best of my knowledge and belief, the financial report pertaining to the firm of LIBERTY PARTNERS FINANCIAL SERVICES, LLC, as of 12/31/2024, is true and correct. I further swear (or affirm) that neither the company nor any partner, officer, director, or equivalent person, as the case may be, has any proprietary interest in any account classified solely as that of a customer. Signature: /s/ Cassandra Woodward Title: Chief Financial Officer This filing contains (check all applicable boxes): [ ] (a) Statement of financial condition. [ ] (b) Notes to consolidated statement of financial condition. [ ] (c) Statement of income (loss) or, if there is other comprehensive income in the period(s) presented, a statement of comprehensive income (as defined in Section 210.1-02 of Regulation S-X). [ ] (d) Statement of cash flows. [ ] (e) Statement of changes in stockholders' or partners' or sole proprietor's equity. [ ] (f) Statement of changes in liabilities subordinated to claims of creditors. [ ] (g) Notes to consolidated statements. [[X]] (h) Computation of net capital under 17 CFR 240.15c3-1 or 17 CFR 240.18a-1, as applicable. [ ] (i) Computation of tangible net worth under 17 CFR 240.18a-2. [ ] (j) Computation for determination of customer reserve requirements pursuant to Ex…
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