Form X-17A-5 - FOCUS Report:
SEC Accession No. 0000012532-24-000008
Filing Date
2024-04-08
Accepted
2024-04-08 12:01:12
Documents
2
Period of Report
2023-12-31
Effectiveness Date
2024-04-08

Document Format Files

Seq Description Document Type Size
1 primary_doc.html X-17A-5  
1 primary_doc.xml X-17A-5 2374
2 2023 ANNUAL AUDIT spispublicaccounting2023.pdf FULL 1380434
  Complete submission text file 0000012532-24-000008.txt   1905409
Mailing Address 15495 SW SEQUOIA PARKWAY SUITE 150 PORTLAND OR 97224
Business Address 15495 SW SEQUOIA PARKWAY SUITE 150 PORTLAND OR 97224 (212) 364-0334
STEWARD PARTNERS INVESTMENT SOLUTIONS, LLC (Filer) CIK: 0000012532 (see all company filings)

EIN.: 930125240 | State of Incorp.: DE | Fiscal Year End: 1231
Type: X-17A-5 | Act: 34 | File No.: 008-02915 | Film No.: 24828735