# EDGAR Filing Document

**Accession Number:** 0000354342
**File Stem:** 0000354342-26-000002
**Filing Date:** 2026-2
**Character Count:** 2682
**Document Hash:** eb2af0056f99dcdc06b07932be188bda
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0000354342-26-000002.hdr.sgml**: 20260225

**ACCESSION NUMBER**: 0000354342-26-000002

**CONFORMED SUBMISSION TYPE**: X-17A-5

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20251231

**FILED AS OF DATE**: 20260225

**DATE AS OF CHANGE**: 20260225

**EFFECTIVENESS DATE**: 20260225

**PERIOD START**: 20250101

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** NELSON IVEST BROKERAGE SERVICES, INC.
- **CENTRAL INDEX KEY:** 0000354342

**ORGANIZATION NAME:**
- **EIN:** 592106660
- **STATE OF INCORPORATION:** FL
- **FISCAL YEAR END:** 0930

**FILING VALUES:**
- **FORM TYPE:** X-17A-5
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 008-26448
- **FILM NUMBER:** 26680516

**BUSINESS ADDRESS:**
- **STREET 1:** 423 COUNTRY CLUB DRIVE
- **CITY:** WINTER PARK
- **STATE:** FL
- **ZIP:** 32789-2968
- **BUSINESS PHONE:** 407-629-6477

**MAIL ADDRESS:**
- **STREET 1:** 423 COUNTRY CLUB DRIVE
- **CITY:** WINTER PARK
- **STATE:** FL
- **ZIP:** 32789-2968

**FORMER COMPANY:**
- **FORMER CONFORMED NAME:** NELSON IVEST BROKERAGE SERVICES INC                     /BD
- **DATE OF NAME CHANGE:** 20020712

**FORMER COMPANY:**
- **FORMER CONFORMED NAME:** PENINSULAR INVESTMENTS OF TREASURE ISLAND INC           /BD
- **DATE OF NAME CHANGE:** 19890911

### Attached PDF Documents

**Attachment 1:** `public.pdf`

_No text found in this document._

### UNITED STATES SECURITIES AND EXCHANGE COMMISSION
**Washington, D.C. 20549**

## FORM X-17A-5

### ANNUAL AUDITED REPORT

### Filer Information

**Filer CIK:** 0000354342

**Filer CCC:** XXXXXXXX

**Is this a LIVE or TEST filing?:** LIVE

**Would you like a Return Copy?:** Yes

### Submission Information

**Report Period Begin Date:** 01-01-2025

**Report Period End Date:** 12-31-2025

**Type of Registrant:** Broker-dealer

**Any material weaknesses identified?:** No

### Registrant Identification

**Name of Broker-Dealer:** NELSON IVEST BROKERAGE SERVICES, INC.

**Business Address:** 423 COUNTRY CLUB DRIVE, WINTER PARK, FL, 32789-2968

**Contact Person:** Joel Garris

**Contact Phone:** 407-629-6477

### Independent Public Accountant Identification

**Accountant Name:** Hacker, Johnson & Smith, PA

**Accountant Address:** 500 North Westshore Blvd, Tampa, FL, 33609

**Accountant Type:** Certified Public Accountant

### OATH OR AFFIRMATION

I, **Joel Garris**, swear (or affirm) that, to the best of my knowledge and belief, the accompanying financial statements and supporting schedules pertaining to the firm of **NELSON IVEST BROKERAGE SERVICES, INC.**, as of **12-31-2025**, are true and correct.

**Signature:** Joel Garris

**Title:** President/CEO

**Notarized:** Yes