Full text of CROWDVEST SECURITIES LLC's X-17A-5 filed 2026-04-22 (period 2025-12-31). 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** 0MB APPROVAL 0MB Number: 3235-0123 Expires: Nov. 30, 2026 Estimated average burden hours per response: 12 ## **ANNUAL REPORTS FORM X-17A-5 PART** Ill SEC FILE NUMBER 8-69962 **FACING PAGE Information Required Pursuant to Rules 17a-5, 17a-12, and lSa-7 under the Securities Exchange Act of 1934** FILING FOR THE PERIOD BEGINNING **01 /01 /25** MM/DD/YY AND ENDING **12/31 /25** MM/DD/YY **A. REGISTRANT IDENTIFICATION** NAME oF FIRM: Crowdvest Securities LLC TYPE OF REGISTRANT (check all applicable boxes): <sup>~</sup>Broker-dealer D Security-based swap dealer D Major security-based swap participant □ Check here if respondent is also an OTC derivatives dea ler ADDRESS OF PRINCIPAL PLACE OF BUSINESS: (Do not use a P.O. box no.) 21 Sovereign Way (No. and Street) Hutchinson Island FL (City) (State) PERSON TO CONTACT WITH REGARD TO THIS FILING 34949 (Zip Code) Frank Lardino 954-304-4 708 franklardino@crowdvest.co (Name) (Area Code -Telephone Number) (Email Address) **B. ACCOUNTANT IDENTIFICATION** INDEPENDENT PUBLIC ACCOUNTANT whose reports are contained in this filing\* RUBIO CPA, PC (Name - if individual, state last, first, and middle name) 3500 Lenox Road NE, Suite 1500 Atlanta GA 30326 (Address) (City) (State) (Zip Code) 05/05/09 3514 rte of Registcatioo with PCAOB)lif applicable) **FOR OFFICIAL USE ONLY** (PCAOB Registcatioo N,mbe,, if applicable <sup>I</sup>I \* 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)(l)(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.** {1}------------------------------------------------ #### OATH OR AFFIRMATION | I, Frank Lardino | swear (or affirm) that, to the best of my knowledge and belief, the | | |---------------------------------------------------------------------|-----------------------------------------------------------------------------------------|-------| | financial report pertaining to the firm of Crowdvest Securities LLC | | as of | | December 31 | 2~<br>is true and correct. I further swear (or affirm) that neither the company nor any | | p…Read the full text as markdown