Full text of INTELLIVEST SECURITIES, INC.'s X-17A-5 filed 2026-02-19 (period 2025-12-31). 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 0MB APPROVAL 0MB Number: 3235-0123 Expires: **Nov.** 30, 2026 Estimated average burden hours per response: 12 ## **ANNUAL REPORTS FORM X-17A-5 PART Ill** | SEC ALE NUMBER | | |----------------|--| | | | FACING PAGE Information Required Pursuant to Rules 17a-S, 17a-12, and 18a-7 under the Securities Exchange Act of 1934 | FILING FOR THE PERIOD BEGINNING O 1/01 /25 | | | | AND ENDING 12131125 | | |-------------------------------------------------------------------------------------------------------------------------------------|------------------------------|-------------------------------|------------------------------------------------------------|---------------------|--------------------------------------------| | | MM/DD/YY | | | MM/00/YY | | | | | | A. REGISTRANT IDENTIFICATION | | | | NAME oF FIRM: lntellivest Securities, Inc. | | | | | | | TYPE OF REGISTRANT (check all applicable boxes):<br>0 Broker-dealer<br>D Check here if respondent is also an OTC derivatives dealer | D Security-based swap dealer | | 0 Major security-based swap participant | | | | ADDRESS OF PRINCIPAL PLACE OF BUSINESS: (Do not use a P .0. box no.) | | | | | | | 1540 Chase Court | | | | | | | | | {No. and Street) | | | | | Riverdale | | | GA | | 30296-2610 | | (City) | | | (State) | | (Zip Code) | | PERSON TO CONTACT WITH REGARD TO THIS FILING | | | | | | | Daniel Kolber | 678-595-97 46 | | | dhk562@aol.com | | | (Name) | | (Area Code -Telephone Number) | (Email Address) | | | | | | | B. ACCOUNTANT IDENTIFICATION | | | | INDEPENDENT PUBLIC ACCOUNTANT whose reports are contained in this filing*<br>Rubio CPA, PC | | | | | | | | | | (Name - if individual, state last, first, and middle name) | | | | 3500 Lenox Road NE, Suite 1500 Atlanta | | | | GA | 30326 | | (Address) | | (City) | | (State) | (Zip Code) | | 05/05/2009 | | | | 3514 | | | (Date of Registration with PCAOB){if applicable) | | | | | (PCAOB Registration Number, if applicable) | | • daims for exemption from the requirement that the annual reports be covered by the reports of an independent public | | FOR OFFlaAL USE ONL V | | | | accountant must be supported by a statement of facts and circumstances relied on as the basis of the exemption. See 17 CFR Z40.17a-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…Read the full text as markdown