Full text of OAKPOINT SOLUTIONS, LLC's X-17A-5 filed 2025-04-17 (period 2024-12-31). Broker-dealer annual report from SEC EDGAR — readable, searchable, and available as markdown for AI agents.
{0}------------------------------------------------ # **Oakpoint Solutions, LLC** **Report Pursuant to Rule 17a-5 Under the Securities Exchange Act of 1934** **December 31, 2024** {1}------------------------------------------------ | | (No. and Street) | | | |---------------------------------------------------------------------------------------------------------|------------------------------------------------------------|--------------------------------------------|------------| | TAMPA | ﯩﻠ | | -33602 | | (City) | (State) | | (Zip Code) | | PERSON TO CONTACT WITH REGARD TO THIS FILING | | | | | Gerard Coughlin | 212-588-6400 | info@oakpointadv.com | | | (Name) | (Area Code - Telephone Number) | (Email Address) | | | | B. ACCOUNTANT IDENTIFICATION | | | | INDEPENDENT PUBLIC ACCOUNTANT whose reports are contained in this filing *<br>Hacker Johnson & Smith PA | | | | | | (Name - if individual, state last, first, and middle name) | Florida 33609 | | | 500 North Westshore Boulevard, Suite 1000 Tampa | | | | | (Address) | (City) | (State) | (Zip Code) | | 09/29/2009 | | 400 | | | (Date of Registration with PCAOB)(if applicable) | | (PCAOB Registration Number, if applicable) | | | | FOR OFFICIAL USE ONLY | | | {2}------------------------------------------------ #### **OATH OR AFFIRMATION** I, GERARD COUGHLIN , swear (or affirm) that, to the best of my knowledge and belief, the financial report pertaining to the firm of OAKPOINT SOLUTIONS, LLC as of 4/15 2�, is true and correct. I further swear (or affirm) that neither the company nor any partner, officer, director, or equivalent person, as the case may be, has any proprietary interest in any account classified solely  CEO/MANAGING PARTNER **This filing\*\* contains (check all applicable boxes):** - ii!!!l (a) Statement of financial condition. - D (b) Notes to consolidated statement of financial condition. - ii!!!l (c) Statement of income (loss) or, if there is other comprehensive income in the period(s) presented, a statement of comprehensive income (as defined in§ 210.1-02 of Regulation S-X). - I!!! (d) Statement of cash flows. - I!!! (e) Statement of changes in stockholders' or partners' or sole proprietor's equity. - D (f) Statement of changes in liabilities subordinated to claims of creditors. - D (g) Notes to consolidated financial statements. - I!!! (h) Computation of net capital under 17 CFR 240.15c3-1 or 17 CFR 240.18a-1, as applicable. - D (i) Computation of tangible net wor…Read the full text as markdown