Full text of CLEANSOURCE SECURITIES LLC's X-17A-5 filed 2025-04-15 (period 2024-12-31). Broker-dealer annual report from SEC EDGAR — readable, searchable, and available as markdown for AI agents.
{0}------------------------------------------------ | | UNITED STATES | | 0MB APPROVAL | |-------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------|------------------------------------------------------------|----------------------|-------------------------------------------------------| | | SECURITIES AND EXCHANGE COMMISSION | | 0MB Number: 3235-0123<br>Expires: Nov. 30, 2026 | | Washington, D.C. 20549 | | | Estimated average burden<br>hours per response:<br>12 | | | ANNUAL REPORTS | | SEC FILE NUMBER | | | FORM X-17A-5 | | 8-71077 | | | PART Ill | | | | Information Required Pursuant to Rules 17a-S, 17a-12, and 18a-7 under the Securities Exchange Act of 1934<br>FILING FOR THE PERIOD BEGINNING 10/19/23 | FACING PAGE | AND ENDING 12/31 /24 | | | | MM/DD/VY | | MM/DD/VY | | | A. REGISTRANT IDENTIFICATION | | | | NAME oF FIRM: Cleansource Securities, LLC | | | | | TYPE OF REGISTRANT (check all applicable boxes):<br>[!] Broker-dealer<br>□ Check here if respondent is also an OTC derivatives dealer | D Security-based swap dealer | | □ Major security-based swap participant | | ADDRESS OF PRINCIPAL PLACE OF BUSINESS: (Do not use a P.O. box no.) | | | | | 1942 East 7th Street, Suite 350 | | | | | | (No. and Street) | | | | Charlotte | NC | | 28204 | | (City) | (State) | | (Zip Code) | | PERSON TO CONTACT WITH REGARD TO THIS FILING | | | | | W. Gregory Montgomery | 704-271-9889 | | gmontgomery@cleansourcesecuritles.com | | (Name) | (Email Address)<br>(Area Code - Telephone Number) | | | | | B. ACCOUNTANT IDENTIFICATION | | | | INDEPENDENT PUBLIC ACCOUNTANT whose reports are contained in this filing*<br>Rubio CPA, PC | | | | | | (Name - if individual, state last, first, and middle name) | | | | 3500 Lenox Rd NE, Suite 1500 | Atlanta | GA | 30326 | | (Address)<br>05/05/2009 | (City) | (State)<br>3514 | (Zip Code) | | (Date of Registration with PCA0B)(if applicable) | | | (PCA0B Registration Number, if applicable) | | | FOR OFFICIAL USE ONLY | | | | | | | | | | | | | | • Oalms for exemption from the requirement that the annual reports be covered by the reports of an Independent public<br>accountant must be supported by a statement of facts and circumstances relied on as the basis of the exemption. See 17 | | | | Persons who are to respond to the collection of information contained in this…Read the full text as markdown