Full text of UNITED FIRST PARTNERS LLC's X-17A-5 filed 2024-04-15 (period 2023-12-31). Broker-dealer annual report from SEC EDGAR — readable, searchable, and available as markdown for AI agents.
{0}------------------------------------------------ #### FINANCIAL STATEMENT AND SUPPLEMENTAL INFORMATION PURSUANT TO RULE 17a-5 OF THE SECURITIES AND EXCHANGE COMMISSION DECEMBER 31, 2023 PUBLIC {1}------------------------------------------------ ## **CONTENTS** | Facing Page -<br>Oath or Affirmation | | |--------------------------------------|--| |--------------------------------------|--| #### **Report of Independent Registered Public Accounting Firm** #### **Financial Statement** | Statement of Financial Condition | | |----------------------------------|--| |----------------------------------|--| Notes to Financial Statement 4-9 {2}------------------------------------------------ **UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549** > **ANNUAL REPORTS FORM X-17 A-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 **O 1/01/2023** AND ENDING **12/31/2023** MM/DD/YY MM/DD/YY **A. REGISTRANT IDENTIFICATION** # NAME OF FIRM: UNITED FIRST PARTNERS LLC TYPE OF REGISTRANT (check all applicable boxes): C!J Broker-dealer D Security-based swap dealer D Major security-based swap participant □ Check here if respondent is also an OTC derivatives dealer ADDRESS OF PRINCIPAL PLACE OF BUSINESS: (Do not use a P.O. box no.) # 3 Columbus Circle, Suite 1730 | | (No. and Street) | | | | |-------------------------------------------------------------------------------------------|------------------------------------------------------------|-----------------|----------------------------|--| | New York | NY | | 10019 | | | (City) | (State) | | (Zip Code) | | | PERSON TO CONTACT WITH REGARD TO THIS FILING | | | | | | ELIZABETH DICKERSON | 212-266-5666 | | edickerson@utdfirst-us.com | | | (Name) | (Area Code -Telephone Number) | (Email Address) | | | | | B. ACCOUNTANT IDENTIFICATION | | | | | INDEPENDENT PUBLIC ACCOUNTANT whose reports are contained in this filing*<br>Berkower LLC | | | | | | 517 Route 1, Suite 1403 lselin | (Name - if individual, state last, first, and middle name) | NJ | 08830 | | | (Address) | (City) | (State) | (Zip Code) | | | 09/18/2003 | | 217 | | | | | | | | | | | 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 ba…Read the full text as markdown