Full text of FLOURISH FINANCIAL LLC's X-17A-5 filed 2025-02-24 (period 2024-12-31). Broker-dealer annual report from SEC EDGAR — readable, searchable, and available as markdown for AI agents.
{0}------------------------------------------------ *Statement of Financial Condition As of December 31, 2024 With Report of Independent Registered Public Accounting Firm Thereon* This report is filed as a Public document pursuant to Rule 17a-5(e)(3) under the Securities Exchange Act of 1934. {1}------------------------------------------------ UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 ## ANNUAL REPORTS FORM X-17A-5 PART III | OMB APPROVAL | | | | |---------------------------|--|--|--| | OMB Number: 3235-0123 | | | | | Expires: Nov. 30, 2026 | | | | | Estimated average burden | | | | | 12<br>hours per response: | | | | sec file number 8-70093 #### 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 January 1, 2024 | | | | | __ AND ENDING December 31, 2024 | | |-------------------------------------------------------------------------------------------------------------------------------------|------------------------------|----------------------------------------------------------------------|--|-----------------------------------------|---------------------------------------------------------------------------------------------------------------------------|--| | | | MM/DD/YY | | MM/DD/YY | | | | | | A. REGISTRANT IDENTIFICATION | | | | | | NAME OF FIRM: | Flourish Financial LLC | | | | | | | TYPE OF REGISTRANT (check all applicable boxes):<br>Broker-dealer<br>[ ] Check here if respondent is also an OTC derivatives dealer | _ Security-based swap dealer | | | _ Major security-based swap participant | | | | ADDRESS OF PRINCIPAL PLACE OF BUSINESS: (Do not use a P.O. box no.) | | | | | | | | 2 Park Avenue, 11th Floor | | | | | | | | | | (No. and Street) | | | | | | New York | | NY | | | 10016 | | | (City) | | (State) | | | (Zip Code) | | | PERSON TO CONTACT WITH REGARD TO THIS FILING | | | | | | | | Frank Rispoli | | 413-744-5008 | | | frispoli68@massmutual.com | | | (Name) | | (Area Code - Telephone Number) | | (Email Address) | | | | | | B. ACCOUNTANT IDENTIFICATION | | | | | | INDEPENDENT PUBLIC ACCOUNTANT whose reports are contained in this filing* | | | | | | | | | | | | | | | | KPMG LLP | | | | | | | | 60 South Street | | (Name - if individual, state last, first, and middle name)<br>Boston | | MA | 02111 | | | (Address) | | (City) | | (State) | (Zip Code) | | | 10-20-2003 | | | | 185 | | | | (Date of Registration with PCAOB)(if…Read the full text as markdown