Full text of CORE FINANCIAL, LLC's X-17A-5 filed 2026-02-27 (period 2025-12-31). Broker-dealer annual report from SEC EDGAR — readable, searchable, and available as markdown for AI agents.
{0}------------------------------------------------ # CORE FINANCIAL LLC FINANCIAL STATEMENTS DECEMBER 31, 2025 TOGETHER WITH REPORT OF INDEPENDENT REGISTERED PUBLIC ACCOUNTING FIRM {1}------------------------------------------------ #### UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 OMB APPROVAL OMB Number: 3235-0123 Expires: Nov. 30, 2026 Estimated average burden hours per response: 12 sec file number 8-68330 # 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 | | |--|-----------------------------------------------------------------------------------------------------------|--| | | | | | FILING FOR THE PERIOD BEGINNING 01/01/2025 | AND ENDING 12/31/2025 | |--------------------------------------------|-----------------------| | | | MM/DD/YY MM/DD/YY A. REGISTRANT IDENTIFICATION NAME OF FIRM: # CORE Financial, LLC TYPE OF REGISTRANT (check all applicable boxes): ම Broker-dealer □ Check here if respondent is also an OTC derivatives dealer □ Major security-based swap participant 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 | | | | (City) | (State) | | (Zip Code) | | | | PERSON TO CONTACT WITH REGARD TO THIS FILING | | | | | | | Thomas Sarko | 614 827 8271 | | tsarko@crecrealestate.com | | | | (Name) | (Area Code - Telephone Number) | (Email Address) | | | | | | B. Accountant Identification | | | | | | | INDEPENDENT PUBLIC ACCOUNTANT whose reports are contained in this filing* | | | | | | DeJoy & Co. CPA's, LLP | | | | | | | | (Name - if individual, state last, first, and middle name) | | | | | | 280 East Broad Street, Suite 300 | Rochester | NY | 14604 | | | | (Address) | (City) | (State) | (Zip Code) | | | | 02-18-2004 | | 1069 | | | | | (Date of Registration with PCAOB)(if applicable) | | | (PCAOB Registration Number, if applicable) | | | \* 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…Read the full text as markdown