Full text of PRIMUS FINANCIAL SERVICES, LLC's X-17A-5 filed 2024-02-23 (period 2023-12-31). 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** > **ANNUAL REPORTS FORM X-17 A-5 PART Ill** > > **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 **O 1/01 /23** AND ENDING **12/31 /23** MM/DD/YY MM/DD/YY **A. REGISTRANT IDENTIFICATION** # NAME oF FIRM: Primus Financial Services, LLC TYPE OF REGISTRANT (check all applicable boxes): C!J Broker-dealer D Security-based swap dealer D 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.) # 111 N Orange Avenue Suite 1000 | | | (No. and Street) | | | | |------------------------------------------------------------------------------------------------------------|--|-----------------------------------------------------------|-----------------|---------------------|--| | Orlando | | FL | | 32801 | | | (City) | | (State) | | (Zip Code) | | | PERSON TO CONTACT WITH REGARD TO THIS FILING | | | | | | | David Weinberger | | 407-254-1500 | | Accounting@iaac.com | | | (Name) | | (Area Code -Telephone Number) | (Email Address) | | | | B. ACCOUNTANT IDENTIFICATION | | | | | | | INDEPENDENT PUBLIC ACCOUNTANT whose reports are contained in this filing*<br>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 | | | | | | | | | | | | | 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-S(e)(l)(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 0MB control number.** 0MB APPROVAL 0MB Number: 3235-0123 Expires: Nov. 30, 2026 Estimated average burden hours per response: 12 {1}------------------------------------------------ #### **OATH OR AFFIRMATION** | I, David Weinberger | swear (or affirm) that, to the best of my knowledge and belief, the | |-----------------------------------------------…Read the full text as markdown