Full text of CORE FINANCIAL, LLC's X-17A-5/A filed 2025-03-10 (period 2024-12-31). Broker-dealer annual report from SEC EDGAR — readable, searchable, and available as markdown for AI agents.
{0}------------------------------------------------ #### **CORE FINANCIAL, LLC** A wholly-owned subsidiary of Core Capital Partners, LLC ## **FINANCIAL STATEMENTS** December 31, 2024 {1}------------------------------------------------ UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 # ANNUAL REPORTS FORM X-17A-5 PART III FACING PAGE Information Required Pursuant to Rules 17a-5, 17a-12, and 18a-7 under the Securities Exchange Act of 1934 AND ENDING 12/31/2024 filing for the period beginning 01/01/2024 MM/DD/YY MM/DD/YY A. REGISTRANT IDENTIFICATION CORE Financial, LLC NAME OF FIRM: TYPE OF REGISTRANT (check all applicable boxes): ම Broker-dealer □ Check here if respondent is also an OTC derivatives dealer ADDRESS OF PRINCIPAL PLACE OF BUSINESS: (Do not use a P.O. box no.) 1086 N. Fourth Street, Suite 108 (No. and Street) Columbus OH 43201 (Zip Code) (City) (State) PERSON TO CONTACT WITH REGARD TO THIS FILING 614 485 2500 Jeffrey Coopersmith jac@crecrealestate.com (Name) (Area Code - Telephone Number) (Email Address) B. ACCOUNTANT IDENTIFICATION INDEPENDENT PUBLIC ACCOUNTANT whose reports are contained in this filing\* | Crowe L | | | | |--------------------------------------------------|------------------------------------------------------------|---------|--------------------------------------------| | | (Name - if individual, state last, first, and middle name) | | | | 600 Superior Ave E. #902 | Cleveland | OH | 44114 | | (Address) | (City) | (State) | (Zip Code) | | 09-24-2003 | 173 | | | | (Date of Registration with PCAOB)(if applicable) | | | (PCAOB Registration Number, if applicable) | | | FOR OFFICIAL USE ONLY | | | | | | | | \* Claims for exemption from the requirement that the annual 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)(1)(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 OMB control number. OMB APPROVAL OMB Number: 3235-0123 Expires: Nov. 30, 2026 Estimated average burden hours per response: 12 | SEC FILE NUMBER | | |-----------------|--| | 8-68330 | | {2}------------------------------------------------ #### OATH OR AFFIRMATION | Jeffrey Coopersmith | | swear (or affirm) that, to the best of my knowledge and belief, the financial | | |---------------------|--|---------------…Read the full text as markdown