Full text of LOCKEBRIDGE PARTNERS, INC.'s X-17A-5 filed 2026-03-02 (period 2025-12-31). Broker-dealer annual report from SEC EDGAR — readable, searchable, and available as markdown for AI agents.
{0}------------------------------------------------ LockeBridge Partners, Inc. Financial Statement For the Year Ended December 31, 2025 {1}------------------------------------------------ #### **UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549** 0MB APPROVAL 0MB Number: 3235-0123 Expires: Nov. 30, 2026 Estimated average burden # **ANNUAL REPORTS FORM X-17A-5 PART** Ill | 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 | /25 | AND ENDING 12/31 | /25 | | | |----------------------------------------|----------|------------------|----------|--|--| | | MM/DD/VY | | MM/DD/VY | | | **A. REGISTRANT IDENTIFICATION** # NAME oF FIRM: Lockebridge Partners, Inc. TYPE OF REGISTRANT (check all applicable boxes): C!J Broker-dealer □ Security-based swap dealer □ 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.) # 100 Tradecenter, Suite G-700 100 | | (No. and Street) | | | | | | |-------------------------------------------------|-----------------------------------------------------------------------------------------------------------------------------------------|-------------------------|------------------------------------------|--|--|--| | Woburn | MA | | 01801 | | | | | (City) | (State) | | (Zip Code) | | | | | PERSON TO CONTACT WITH REGARD TO THIS FILING | | | | | | | | Scott Waxler | (781) 676-2001 | swaxler@lockebridge.com | | | | | | (Name) | (Area Code - Telephone Number) | (Email Address) | | | | | | | B. ACCOUNTANT IDENTIFICATION | | | | | | | NTT & Company, PLLC | INDEPENDENT PUBLIC ACCOUNTANT whose reports are contained in this filing*<br>(Name - if individual, state last, first, and middle name) | | | | | | | | Beaumont | TX | | | | | | 5865 Mistloe Avenue | | | 77707 | | | | | (Address) | (City) | (State) | (Zip Code) | | | | | 03/19/2019 | | 6543 | | | | | | rte<br>of Reg;stcaUO, w;th PCAOB)lff appUcable) | | | (PCAOB Reg;suaboo N"mbec, ff appUcable)I | | | | \* 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)…Read the full text as markdown