Full text of CENTERPOINT M&A ADVISORS, INC.'s X-17A-5 filed 2026-02-20 (period 2025-12-31). Broker-dealer annual report from SEC EDGAR — readable, searchable, and available as markdown for AI agents.
{0}------------------------------------------------ **CenterPoint M&A Advisors, Inc.** **Financial Statements and Supplemental Schedules Required by the U.S. Securities and Exchange Commission** **Including Independent Auditor's Report Thereon** **for the fiscal year Ended December 31, 2025** {1}------------------------------------------------ **UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549** > **ANNUAL REPORTS FORM X-17A-5 PART Ill** | 0MB b.DPROVAL | |--------------------------| | 0MB Number: 3235-0123 | | Expires: Nov. 30, 2026 | | Estimated average burden | | hours per response: 12 | | SEC FILE NUMBER | | |-----------------|--| | 8-67231 | | 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 BEGI.NNING** 0 1/01 /25 AND ENDING 12/31 /25 MM/DD/YY MM/DD/YY **A. REGISTRANT IDENTIFICATION** # NAME oF FIRM: CenterPoint M&A Advisors, Inc. TYPE OF REGISTRANT (check all applicable boxes): [!] Broker-dealer D Security-based swap dealer D Major security-based swap participant D Check here if respondent is also an OTC derivatives dealer ADDRESS OF PRINCIPAL PLACE OF BUSINESS: (Do **not** use a P.O. box no.) ## 21550 Oxnard Street #960 | | (No. and Streetl | | | |---------------------------------------------------------------------------|-----------------------------------------------------------|-----------------|------------| | Woodland<br>Hills | CA | | 91367 | | (City) | (State) | | (Zip Code) | | PERSON TO CONTACT WITH REGARD TO THIS FILING | | | | | Harold<br>Christopher<br>Bandouveris | (818)<br>593-7907 | chris@centerpnt | .com | | (Name) | (Area Code-Telephone Number) | (Email Address) | | | | B. ACCOUNTANT IDENTIFICATION | | | | INDEPENDENT PUBLIC ACCOUNTANT whose reports are contained in this filing* | | | | | CPA<br>Brian<br>W<br>Anson<br>, | | | | | | (Name -if individual, state last, first, and middle name) | | | | 18455<br>Burbank<br>Blvd<br>Suite | Tarzana<br>406 | CA | 91356 | (Address) {citvl (State) 09/15/2005 2370 (Zip Codel (Date of Registration with PCAOB)(jf aoolicable) (PCAOB Registration Number if applicable! **FOR OFFICIAL USE ONLY** • Claims for exemption from the requirement 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-S(e){l)(ii), if applicable. Persons who ar…Read the full text as markdown