Form X-17A-5 - FOCUS Report:
SEC Accession No. 0000012532-25-000002
Filing Date
2025-02-28
Accepted
2025-02-28 09:41:52
Documents
2
Period of Report
2024-12-31
Effectiveness Date
2025-02-28

Document Format Files

Seq Description Document Type Size
1 primary_doc.html X-17A-5  
1 primary_doc.xml X-17A-5 2345
2 Public.pdf FULL 666001
  Complete submission text file 0000012532-25-000002.txt   921345
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.: 25683320