Full text of LOCKEBRIDGE PARTNERS, INC.'s X-17A-5 filed 2025-02-25 (period 2024-12-31). Broker-dealer annual report from SEC EDGAR — readable, searchable, and available as markdown for AI agents.
{0}------------------------------------------------ **UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549** > **ANNUAL REPORTS FORM X-17A-S PART** Ill 0MB APPROVAL 0MB Number: 3235-0123 Expires: Nov. 30, 2026 Estimated average burden hours per response: 12 SEC FILE NUMBER 8-67533 **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 /24** MM/DD/VY MM/DD/YY **A. REGISTRANT IDENTIFICATION** # NAMEOFFIRM: LOCKEBRIDGE PARTNERS, INC TYPE OF REGISTRANT (check all applicable boxes): [!] Broker-dealer D Security-based swap dealer D Major security-based swap participant □ Check here if respondent is also an OTC derivatives dealer AND ENDING **12/31 /24** ADDRESS OF PRINCIPAL PLACE OF BUSINESS: (Do not use a P.O. box no.) # 100 TRADECENTER, SUITE G-700 | | (No. and Street) | | | |----------------------------------------------|---------------------------------------------------------------------------|-----------------------------|------------| | WOBURN | MA | | 01801 | | (City) | (State) | | (Zip Code) | | PERSON TO CONTACT WITH REGARD TO THIS FILING | | | | | Daniel Beaton | (781) 676-2001 | dbeaton@finopconsulting.com | | | (Name) | (Area Code - Telephone Number) | (Email Address) | | | | B. ACCOUNTANT IDENTIFICATION | | | | | INDEPENDENT PUBLIC ACCOUNTANT whose reports are contained in this filing* | | | | Tuttle & Bond, PLLC | | | | | 3488 South U.S. Hwy 77 | (Name - if individual, state last, first, and middle name)<br>Giddings | | 78942 | | (Address) | (City) | TX<br>(State) | (Zip Code) | | 03/19/2019 | | 6543 | | \* 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-5(e)(l)(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 0MB control number.** {1}------------------------------------------------ #### **OATH OR AFFIRMATION** | I, Scott Waxler | swear (or affirm) that, to the best of my knowledge and belief, the | |-------------------------------------------------------------------------------------------------------------------------------------------|--------------------------------------------------------------…Read the full text as markdown