Full text of THE M & A GROUP LLC'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}------------------------------------------------ | p | UNITED STATES<br>SECURffiES AND EXCHANGE COMMfSSION | | | | | |-------------------------------------------------------------------|------------------------------------------------------------------------------------------------------------------------|----------|-------------------------------------------------------------------------------|--|--| | U BLJC | Washington, D.C. 20549 | | Expires: Nov. 30, 2026<br>Estimated average burden<br>hours per response:. 12 | | | | | ANNUAL REPORTS | | SECffi.E NUMBER | | | | | FORM X-17A-5 | | | | | | | PARTUI | | 8-67684 | | | | | fACINGPAGE<br>Information Required Pursuant to Rules 17a~, 17a-12, and 18a-7 under the Securities Exchange Act of 1934 | | | | | | FILING FOR THE PERIOD BEGINNING 1/1/2025 | | | AND ENDING 12/31/2025 | | | | | | MM/00/YY | | | | | | MM/DD/YY<br>A. REGISTRANT IDENTIHCATION | | | | | | | | | | | | | NAME oF HRM: The M&A Group LLC | | | | | | | 1YPE OF REG5TRANT {check all applicable boxes):<br>~ Bmker-dealer | D Security-based swap dealer<br>0 Chedc here if respondent is aiso an OTC derivatives dealer | | □ Major security-based swap participant | | | | | ADDRESS OF PRINOPA! PLACE Of BUSINESS: {Do not use a P.O. box no~) | | | | | | 8133 Shadow Pine Way | | | | | | | | {No. and Street} | | | | | | Sarasota | Florida | | 34238 | | | | {City} | {State} | | | | | | PERSON TO CONTACT WITH REGARD TO THIS flUNG | | | | | | | | | | | | | | Ivar Sorensen | 612.812.8404 | | ivar@m-a-group.com | | | | {Name} | {Area Code-Telephone Number} | | (Email Address} | | | | | B. ACCOUNTANT IDB\ITlflCATION | | | | | | | INDEPENDENT PUBLIC ACCOUNTANT whose reports are contained in this filing* | | | | | | OHAB AND COMPANY PA | | | | | | | | {Name -ifinalVidual, state last, first, and middle name} | | | | | | Ohab, Pam | Maitland | El | 32751<br>L | | | | {Address) | {City} | {State} | {Zip Code) | | | | | | | | | | | | 100 E Sybelia Ave, Suite 130 MAITLAND.FL 32751 | | | | | | (r<br>-•oo<br>of<br>with POIOBl(ff | | | Since 7/28/2004 -1839 | | | | | •-l<br>fOR 0FFIOA! USE ONLY | | | | | 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 wrid OMS control number. {1}------------------------------------------------ ### **OATH OR AfHRMATION** | I, Ivar Sorensen | | | | swear {or affirm) that, to the best of my knowledge and belief, the | | |-------------------------…Read the full text as markdown