Full text of I5EQUITY's X-17A-5 filed 2024-04-09 (period 2023-12-31). Broker-dealer annual report from SEC EDGAR — readable, searchable, and available as markdown for AI agents.
{0}------------------------------------------------ # STATEMENT OF FINANCIAL CONDITION DECEMBER 31, 2023 {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 | | hours per response: 12 | | | SEC FILE NUMER 8- 70216 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 01/01/23 - ----------------------------------------------------------------------------------------------------------------------------------- MM/DD/YY ## A. REGISTRANT IDENTIFICATION NAME OF FIRM: ISEQUITY LLC TYPE OF REGISTRANT (check all applicable boxes): മ Broker-dealer □ Check here if respondent is also an OTC derivatives dealer ADDRESS OF PRINCIPAL PLACE OF BUSINESS: (Do not use a P.O. box no.) # 1700 Montgomery Street, Suite 108, | | (No. and Street) | | | |---------------|----------------------------------------------|-----------------------------|--| | San Francisco | CA | 941111 | | | (City) | (State) | (Zip Code) | | | | PERSON TO CONTACT WITH REGARD TO THIS FILING | | | | Kathy Efrem | (212) 897-1686 | kefrem@integrated.solutions | | | (Name) | (Area Code - Telephone Number) | (Email Address) | | | | B. ACCOUNTANT IDENTIFICATION | | | INDEPENDENT PUBLIC ACCOUNTANT whose reports are contained in this filing\* # WWC, P.C. Certified Public Accountants | (Name - if individual, state last, first, and middle name) | | | | | | | |------------------------------------------------------------|-----------|---------|--------------------------------------------|--|--|--| | 2010 Pioneer Court | San Mateo | CA | 94403 | | | | | (Address) | (City) | (State) | (Zip Code) | | | | | 03/16/2004 | | 1171 | | | | | | (Date of Registration with PCAOB)(if applicable) | | | (PCAOB Registration Number, if applicable) | | | | ## FOR OFFICIAL USE ONLY \* 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-5(e)(1)(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 OMB…Read the full text as markdown