P2 CORPORATE FINANCE, LLC X-17A-5 (2024-03-29) — Broker-dealer annual report

Full text of P2 CORPORATE FINANCE, LLC's X-17A-5 filed 2024-03-29 (period 2023-12-31). Broker-dealer annual report from SEC EDGAR — readable, searchable, and available as markdown for AI agents.

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{0}------------------------------------------------ UNITED STATES SECURITIES AND EXCHANGE COMMISSIO Washington, D.C. 20549 | OMB Number: 3235-0123<br>DN<br>Expires: Nov. 30, 2026<br>Estimated average burden<br>hours per response: 12 | |-------------------------------------------------------------------------------------------------------------| | | OMB APPROVAL # 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 | FILING FOR THEPERIOD BEGINNING | 01/01/2023 | AND ENDING | | 12/31/2023 | | | |------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------|------------------------------------------------------------|------------|-----------------|--------------------------------------------|--|--| | | MM/DD/YY | | | MM/DD/YY | | | | | A. REGISTRANT IDENTIFICATION | | | | | | | NAME OFFIRM: | P2 CORPORATE FINANCE LLC | | | | | | | TYPE OF REGISTRANT (check all applicable boxes):<br>Broker-dealer - Security-based swap dealer - _ Major security-based swap participant<br>Check here if respondent is also an OTC derivatives dealer | | | | | | | | ADDRESS OF PRINCIPAL PLACE OF BUSINESS: (Do not use a P.O. box no.) | | | | | | | | 964 Eulalia Road NE, Suite 2 | | | | | | | | | (No. and Street) | | | | | | | Atlanta | | Georgia | | 30319 | | | | (City) | (State) | | | (Zip Code) | | | | PERSON TO CONTACT WITH REGARD TO THIS FILING | | | | | | | | Paul Elizondo | 770-608-7740 | | | pelizondo@p2ibank.com | | | | (Name) | (Area Code - Telephone Number) | | (Email Address) | | | | | | B. ACCOUNTANT IDENTIFICATION | | | | | | | | | | | | | | | INDEPENDENT PUBLIC ACCOUNTANT whose reports are contained in this filing*<br>David Lundgren & Company CPAs | | | | | | | | | (Name - if individual, state last, first, and middle name) | | | | | | | 505 North MurLen Road | Olathe | | Kansas | 66062 | | | | (Address) | (City) | | (State) | (Zip Code) | | | | 01/05/2015 | | 6075 | | | | | | (Date of Registration with PCAOB)(if applicable) | FOR OFFICIAL USE ONLY | | | (PCAOB Registration Number, if applicable) | | | | | | | | | | | | · Claims for exemption from the requirement that the…

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