Full text of CAPITAL SYNERGY PARTNERS, INC.'s X-17A-5 filed 2025-12-08 (period 2025-09-30). Broker-dealer annual report from SEC EDGAR — readable, searchable, and available as markdown for AI agents.
{0}------------------------------------------------ Capital Synergy Partners, Inc. Report Pursuant to Rule 17a-5 (d) Financial Statements For the Year Ended September 30, 2025 {1}------------------------------------------------ # ANNUAL REPORTS FORM X-17A-5 PART III | OMB APPROVAL<br>UNITED STATES<br>OMB Number:<br>SECURITIES AND EXCHANGE COMMISSION<br>Expires:<br>Washington, D.C. 20549<br>Estimated average burden<br>hours per response:<br>ANNUAL REPORTS<br>SEC FILE NUMBER<br>FORM X-17A-5<br>8-68060<br>PART III<br>FACING PAGE<br>Information Required Pursuant to Rules 17a-5, 17a-12, and 18a-7 under the Securities Exchange Act of 1934<br>10/1/2024<br>9/30/2025<br>FILING FOR THE PERIOD BEGINNING _____________________ AND ENDING ______________________<br>MM/DD/YY<br>MM/DD/YY<br>A.<br>REGISTRANT IDENTIFICATION<br>Capital<br>Synergy<br>Partners,<br>Inc.<br>NAME OF FIRM: _______________________________________________________________________<br>TYPE OF REGISTRANT (check all applicable boxes):<br>Broker-dealer<br>Security-based swap dealer<br>Major security-based swap participant<br>Check here if respondent is also an OTC derivatives dealer<br>ADDRESS OF PRINCIPAL PLACE OF BUSINESS: (Do not use a P.O. box no.)<br>2860<br>Michelle<br>Drive,<br>Suite<br>150<br>_____________________________________________________________________________________<br>(No. and Street)<br>Irvine<br>CA<br>92606<br>_____________________________________________________________________________________<br>(City)<br>(State)<br>(Zip Code)<br>PERSON TO CONTACT WITH REGARD TO THIS FILING<br>Andy<br>Holden<br>949-225-7102<br>_____________________________________________________________________________________<br>(Name)<br>(Area Code – Telephone Number)<br>(Email Address)<br>B.<br>ACCOUNTANT IDENTIFICATION<br>INDEPENDENT PUBLIC ACCOUNTANT whose reports are contained in this filing*<br>Brian<br>W.<br>Anson,<br>CPA<br>_____________________________________________________________________________________<br>(Name – if individual, state last, first, and middle name)<br>18455<br>Burbank<br>Blvd.,<br>#406<br>Tarzana<br>CA<br>91356<br>_____________________________________________________________________________________<br>(City)<br>(State)<br>(Zip Code)<br>15,<br>2005<br>2370<br>_____________________________________________________________________________________<br>(Date of Registration with PCAOB)(if applicable)<br>(PCAOB Registration Number, if applicable)<br>FOR OFFICIAL USE ONLY | (Address)<br>Septemb…Read the full text as markdown