Full text of AMERICAN ELM DISTRIBUTION PARTNERS, LLC's X-17A-5 filed 2025-08-28 (period 2025-06-30). 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 # **ANNUAL REPORTS FORM X-17A-5 PART** Ill 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 **07/01/2024** MM/DD/YY AND ENDING **06/30/2025** MM/DD/YY **A. REGISTRANT** IDENTIFICATION NAME oF FIRM: American Elm Distribution Partners LLC TYPE OF REGISTRANT (check all applicable boxes): 0 Broker-dealer □ Security-based swap 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.) | | One New Hampshire Avenue, Suite 125 | | |--|-------------------------------------|--| |--|-------------------------------------|--| | (Name) | (Area Code - Telephone Number) | (Email Address) | |----------------------------------------------|--------------------------------|---------------------------| | Kimberly Ryan | 248-224-8713 | kryan@compliance-risk.com | | PERSON TO CONTACT WITH REGARD TO THIS FILING | | | | (City) | {State) | (Zip Code) | | Portsmouth | NH | 03801 | | | (No. and Street) | | # **B. ACCOUNTANT IDENTIFICATION** INDEPENDENT PUBLIC ACCOUNTANT whose reports are contained in this filing\* # David Lundgren & Company | 505 North Mur-Len Road | (Name - if individual, state last, first, and middle name)<br>Olathe | KS | 66062 | |----------------------------------------------|----------------------------------------------------------------------|-----------------|------------| | (Address)<br>1/5/2015 | (City) | {State)<br>6075 | (Zip Code) | | rte of Registration with PCAOB)(if applka.,) | | | | | | FOR OFFICIAL USE ONLY | | | | | | | | • Claims for exemption from the requirement that the annual reports be covered by the 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-S(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 0MB control number. 0MB APPROVAL 0MB Number: 3235-0123 EKpires: Nov. 30, 202.6 Estimated average burden hours per response: 12 | SEC FILE NUMBER | | |-----------------|--| | 8-68523 | | {1}------------------------------------------------ #### OATH OR AFFIRMATI…Read the full text as markdown