Full text of ASSUREDPARTNERS FINANCIAL SERVICES, LLC's X-17A-5 filed 2024-04-01 (period 2023-12-31). Broker-dealer annual report from SEC EDGAR — readable, searchable, and available as markdown for AI agents.
{0}------------------------------------------------ # ASSUREDPARTNERS FINANCIAL SERVICES, LLC Financial Statements *Years ended December 31, 2023 and 2022* {1}------------------------------------------------ **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 008-70374 | Information Required Pursuant to Rules 17a-5, 17a-12, and 18a-7 under the Securities Exchange Act of 1934 | FACING PAGE | | | |--------------------------------------------------------------------------------------------------------------------------------------------------|------------------------------------------------------------|-------------|--------------------------------------------| | | 01/01/23 | | 12/31/23 | | FILING FOR THE PERIOD BEGINNING _____________________ AND ENDING ______________________ | MM/DD/YY | | MM/DD/YY | | | A. REGISTRANT IDENTIFICATION | | | | NAME OF FIRM: _______________________________________________________________________ | AssuredPartners Financial Services, LLC | | | | TYPE OF REGISTRANT (check all applicable boxes):<br>܆<br>܆<br>Broker-dealer<br>■<br>܆ Check here if respondent is also an OTC derivatives dealer | ܆<br>Security-based swap dealer | | Major security-based swap participant | | ADDRESS OF PRINCIPAL PLACE OF BUSINESS: (Do not use a P.O. box no.) | | | | | 4600<br>West<br>Cypress<br>St, | Suite<br>405 | | | | _____________________________________________________________________________________ | (No. and Street) | | | | Tampa<br>_____________________________________________________________________________________ | FL | | 33607 | | (City) | (State) | | (Zip Code) | | PERSON TO CONTACT WITH REGARD TO THIS FILING | | | | | Justin Callaham<br>_____________________________________________________________________________________ | 321-277-5555 | | justin.callaham@a | | (Name) | (Area Code – Telephone Number) | | (Email Address) | | | B. ACCOUNTANT IDENTIFICATION | | | | INDEPENDENT PUBLIC ACCOUNTANT whose reports are contained in this filing* | | | | | Pivot<br>CPAs,<br>P.A.<br>_____________________________________________________________________________________ | | | | | | (Name – if individual, state last, first, and middle name) | | | | 238<br>Ponte<br>Vedra<br>Park<br>Dr,<br>Suite<br>________________________________________________________________________________…Read the full text as markdown