Full text of ASSUREDPARTNERS FINANCIAL SERVICES, LLC's X-17A-5 filed 2026-03-05 (period 2025-12-31). Broker-dealer annual report from SEC EDGAR — readable, searchable, and available as markdown for AI agents.
{0}------------------------------------------------ # ASSUREDPARTNERS FINANCIAL SERVICES, LLC Financial Statements Year ended December 31, 2025 {1}------------------------------------------------ UNITED STATES SECURITIES AND EXCHANGE COMMISS Washington, D.C. 20549 | | OMB Number: 3235-0123 | | |-----|--------------------------|----| | ION | Expires: Nov. 30, 2026 | | | | Estimated average burden | | | | hours per response: | 12 | | | | | # ANNUAL REPORTS FORM X-17A-5 PART III FACING PAGE | Information Required Pursuant to Rules 17a-5, 17a-12, and 18a-7 under the Securities Exchange Act of 1934 | | | |-----------------------------------------------------------------------------------------------------------|--|--| |-----------------------------------------------------------------------------------------------------------|--|--| AND ENDING 12/31/25 FILING FOR THE PERIOD BEGINNING 01/01/25 MM/DD/YY MM/DD/YY OMB APPROVAL SEC FILE NUMBER 008-70374 A. REGISTRANT IDENTIFICATION NAME OF FIRM: AssuredPartners Financial Services, LLC TYPE OF REGISTRANT (check all applicable boxes): @ Broker-dealer - D Security-based swap dealer - Major security-based swap participant Check here if respondent is also an OTC derivatives dealer ADDRESS OF PRINCIPAL PLACE OF BUSINESS: (Do not use a P.O. box no.) # 4600 West Cypress St, Suite 405 | | (No. and Street) | | | |--------------------------------------------------|---------------------------------------------------------------------------|-----------------|--------------------------------------------| | Tampa | ı | | 33607 | | (City) | (State) | | (Zip Code) | | PERSON TO CONTACT WITH REGARD TO THIS FILING | | | | | Patrick Amaya | (951) 977-2671 | | patrick amaya@ajg.com | | (Name) | (Area Code - Telephone Number) | (Email Address) | | | | B. ACCOUNTANT IDENTIFICATION | | | | Wolf & Company, P.C. | INDEPENDENT PUBLIC ACCOUNTANT whose reports are contained in this filing* | | | | | (Name - if individual, state last, first, and middle name) | | | | 255 State Street | Boston | MA | 02109 | | (Address) | (City) | (State) | (Zip Code) | | 10/14/2003 | | Firm ID 392 | | | (Date of Registration with PCAOB)(if applicable) | | | (PCAOB Registration Number, if applicable) | | | FOR OFF CIALUSE ONLY | | | \* Claims for exemption from the requirement that the annual 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)…Read the full text as markdown