Full text of INVESTIFI SECURITIES LLC's X-17A-5 filed 2025-09-29 (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** OMB APPROVAL OMB Number: ϯϮϯϱͲϬϭϮϯ Expires: EŽǀ͘ϯϬ͕ϮϬϮϲ Estimated average burden hours per response: # **ANNUAL REPORTS FORM X-17A-5 PART III** SEC FILE NUMBER 8-70002 **FACING PAGE** **Information Required Pursuant to Rules 17a-5, 17a-12, and 18a-7 under the Securities Exchange Act of 1934** | | 07/01/24<br>06/30/25 | | | | | |------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------|--------------------------------------------------------------------------------------------------------------------------------------------|----------|---------|--------------------------------------------|--| | FILING FOR THE PERIOD BEGINNING _____________________ AND ENDING ______________________<br>MM/DD/YY | | MM/DD/YY | | | | | | A. REGISTRANT IDENTIFICATION | | | | | | InvestiFi<br>Securities<br>NAME OF FIRM: _______________________________________________________________________ | LLC | | | | | | TYPE OF REGISTRANT (check all applicable boxes):<br>܆<br>܆<br>܆<br>Broker-dealer<br>Security-based swap dealer<br>Major security-based swap participant<br>■<br>܆ Check here if respondent is also an OTC derivatives dealer | | | | | | | ADDRESS OF PRINCIPAL PLACE OF BUSINESS: (Do not use a P.O. box no.) | | | | | | | 136<br>4th<br>Street<br>North,<br>Suite<br>_____________________________________________________________________________________ | 201 | | | | | | | (No. and Street) | | | | | | St.<br>Petersburg<br>_____________________________________________________________________________________ | FL | | | 33701 | | | (City) | | (State) | | (Zip Code) | | | PERSON TO CONTACT WITH REGARD TO THIS FILING | | | | | | | Deanna<br>Collier | 813-694-8084 | | | deanna.collier@investifisecurities.co | | | (Name) | _____________________________________________________________________________________<br>(Area Code – Telephone Number)<br>(Email Address) | | | | | | | B. ACCOUNTANT IDENTIFICATION | | | | | | INDEPENDENT PUBLIC ACCOUNTANT whose reports are contained in this filing*<br>NTT<br>&<br>Company,<br>PLLC<br>_____________________________________________________________________________________ | | | | | | | | (Name – if individual, state last, first, and middle name) | | | | | | 3488<br>South<…Read the full text as markdown