Full text of PRIMUS FINANCIAL SERVICES, LLC's X-17A-5 filed 2022-03-01 (period 2021-12-31). 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** | 0MB APPROVAL | | | | | |--------------------------|--|--|--|--| | 0MB Number: 3235-0123 | | | | | | EKplres: Oct. 31, 2023 | | | | | | Estimated average burden | | | | | | hours per response: 12 | | | | | # **ANNUAL REPORTS FORM X-17A-S PART Ill** | SEC FILE NUMBER | |-----------------| | | 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 01/01/2021<br>AND ENDING 12/31/2021 | | | | | | | | | | | MM/DD/VY | | | MM/DD/VY | | | | | | | | A. REGISTRANT IDENTIFICATION | | | | | | | | | | | NAME oF FIRM: Primus Financial Services, LLC | | | | | | | | | | | TYPE OF REGISTRANT (check all applicable boxes):<br>□ Major security-based swap participant<br>liil! Broker-dealer<br>D Security-based swap dealer<br>D Check here if respondent is also an OTC derivatives dealer | | | | | | | | | | | ADDRESS OF PRINCIPAL PLACE OF BUSINESS: (Do not use a P.O. box no.) | | | | | | | | | | | 390 N. Orange Ave Suite 750 | | | | | | | | | | | | (No. and Street) | | | | | | | | | | Orlando | Florida | | 32801 | | | | | | | | (City) | (State) | | (Zip Code) | | | | | | | | PERSON TO CONTACT WITH REGARD TO THIS FILING | | | | | | | | | | | David Weinberger | 407-254-1500 | | dweinberger@iaac.com | | | | | | | | (Name) | (Area Code -Telephone Number) | (Email Address) | | | | | | | | | | B. ACCOUNTANT IDENTIFICATION | | | | | | | | | | | INDEPENDENT PUBLIC ACCOUNTANT whose reports are contained in this filing* | | | | | | | | | | Accell Audit & Compliance, PA | | | | | | | | | | | | (Name - if individual, state last, first, and middle name) | | | | | | | | | | 3001 N. Rocky Point Drive East, Suite 200 Tampa | | FL | 33607 | | | | | | | | {Address) | (City) | (State) | [Zip Code) | | | | | | | | 03/24/2009 | | 3289 | | | | | | | | | | (Date of Registration with PCAOB)llf applicable)<br>(PCA0B,Reglstrat!on Number, lf appl!c;ible) | | | | | | | | | | | FOR…Read the full text as markdown