Full text of CLEANSOURCE SECURITIES LLC's X-17A-5 filed 2026-04-14 (period 2025-12-31). Broker-dealer annual report from SEC EDGAR — readable, searchable, and available as markdown for AI agents.
{0}------------------------------------------------ | | UNITED STATES | | 0MB APPROVAL<br>0MB Number: 3235-0123 | | | |------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------|--------------------------------------------------------------------------------|---------------|---------------------------------------------------------------------------------|--|--| | ( FOR PUBLIC RELEASE ] | SECURITIES AND EXCHANGE COMMISSION<br>Washington, D.C. 20549 | | Expires: Nov. 30, 2026<br>Estimated average burden<br>hours per response:<br>12 | | | | | ANNUAL REPORTS | | | | | | | FORM X-17A-5 | | SEC FILE NUMBER<br>8-71077 | | | | | PART Ill | | | | | | FACING PAGE<br>Information Required Pursuant to Rules 17a-5, 17a-12, and 18a-7 under the Securities Exchange Act of 1934<br>AND EN DING 12/3<br>FILI NG FOR THE PERIOD BEG INNING O 1/01 /25<br>1 /<br>2 5 | | | | | | | | MM/DD/VY | | MM/DD/VY | | | | | A. REGISTRANT IDENTIFICATION | | | | | | NAME oF FIRM : CleanSource Securities, LLC | | | | | | | TYPE OF REGISTRANT (check all appli cable boxes):<br>0 Broker-dea<br>ler<br>D Check here if respondent is also an OTC derivatives dealer | D Security-based swap dealer<br>D Major secu | | rity-based swap participant | | | | | ADDRESS OF PR INCIPAL PLACE OF BUSI NESS: (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 | | | | | | | Greg Montgomery | 704-271-9889 | | gmontgomery@cleansourcesecurities.com | | | | (Name) | (Area Code - Telephone Nu mber) | | (Email Address) | | | | B. ACCOUNTANT IDENTIFICATION | | | | | | | RUBIO CPA, PC | IN DEPENDENT PUBLIC ACCOUNTANT w hose re ports are cont ained in this fil ing* | | | | | | 3500 Lenox Road NE, Suite 1500 Atlanta | (Name - if individual, state last, first, and middle name) | | | | | | | (City) | GA<br>(State) | 30326 | | | | (Address)<br>05/05/09 | | 3514 | (Zip Code) | | | | rt• of R,g;,t,atioo w;th PCAOB)(;f appllcable] | | | | | | | ]PCAOB Reg;~,atioo N,mbec, ;f applicable] I<br>FOR OFFICIAL USE ONLY | | | | | | | | | | | | | 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. {1}…Read the full text as markdown