Full text of EUROPEAN FAMILY OFFICE INSTITUTE LLC.'s X-17A-5/A filed 2024-04-03 (period 2023-12-31). 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-S PARTIII** | 0MB Number: 3235-0123 | | |--------------------------|--| | Expires: Oct. 31, 2023 | | | Estimated average burden | | | hours per response: 12 | | SEC FILE NUMBER **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** MM/DD/YY MM/00/YY **A. REGISTRANT IDENTIFICATION** NAME oF FIRM: European Family Office Institute LLC TYPE OF REGISTRANT (check all applicable boxes): **l!i!I** Broker-dealer D Security-based swap dealer D Major security-based swap participant D Check here if respondent is also an OTC derivatives dealer AND ENDING **12/31/2023** ADDRESS OF PRINCIPAL PLACE OF BUSINESS: (Do not use a P.O. box no.) | 2299 NW 4th Ave. | | | | | |---------------------------------------------------------------------------|------------------------------------------------------------|---------|--------------------------------------------|--| | | (No. and Street) | | | | | Boca Raton | FL | | 33431 | | | (City) | (State) • | | (Zip Code) | | | PERSON TO CONTACT WITH REGARD TO THIS FILING | | | | | | George P Simon | 561-715-1231 | | wealthstreets@efoillc.com | | | (Name) | (Area Code-Telephone Number) | | (Email Address) | | | | | | | | | INDEPENDENT PUBLIC ACCOUNTANT whose reports are contained in this filing* | B. ACCOUNTANT IDENTIFICATION | | | | | Rubio CPA, PC | (Name - if individual, state last, first, and middle name) | | | | | 3500 Lenox Road NE S 1500 Atlanta | | GA | 30326 | | | | (City) | {State) | (Zip Code) | | | | | 3514 | | | | | | | (PCAOB Registration Number, if applicable) | | | (Address)<br>(Date of Registration with PCAOB)(if applicable) | FOR OFFIOAL USE ONLY | | | | CFR 240.17a-5(e)(1)(ii), if applicable. **Penons who are to respond to the c:ollectlon of information contained In this form are not required to respond unless the form display! a currently valid 0MB control number.** {1}------------------------------------------------ #### **OATH OR AFFIRMATION** I, Geporge P Simon swear (or affirm) that, to the best of my knowledge and belief, the financial report pertaining to the firm of European Family Office Institute as of **Beeen,lm 31.. t\~0** \ ,~~ . 2~ is true and correct. I further swear (or affirm) that neither the company nor any partner, officer, dire…Read the full text as markdown