# EDGAR Filing Document

**Accession Number:** 0000107476
**File Stem:** 0000107476-25-000013
**Filing Date:** 2025-8
**Character Count:** 2511
**Document Hash:** 8d778f53498eee53add7e9c52af40f7c
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0000107476-25-000013.hdr.sgml**: 20250829

**ACCESSION NUMBER**: 0000107476-25-000013

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

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20250630

**FILED AS OF DATE**: 20250829

**DATE AS OF CHANGE**: 20250829

**EFFECTIVENESS DATE**: 20250829

**PERIOD START**: 20240701

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** WILSON-DAVIS & CO., INC.
- **CENTRAL INDEX KEY:** 0000107476

**ORGANIZATION NAME:**
- **EIN:** 870278784
- **STATE OF INCORPORATION:** UT
- **FISCAL YEAR END:** 0630

**FILING VALUES:**
- **FORM TYPE:** X-17A-5
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 008-14299
- **FILM NUMBER:** 251282399

**BUSINESS ADDRESS:**
- **STREET 1:** 236 SOUTH MAIN STREET
- **STREET 2:** SUITE 300
- **CITY:** SALT LAKE CITY
- **STATE:** UT
- **ZIP:** 84101-2104
- **BUSINESS PHONE:** 801-532-1313

**MAIL ADDRESS:**
- **STREET 1:** P.O. BOX 11587
- **CITY:** SALT LAKE CITY
- **STATE:** UT
- **ZIP:** 84147-0587

**FORMER COMPANY:**
- **FORMER CONFORMED NAME:** WILSON DAVIS & CO INC                                   /BD
- **DATE OF NAME CHANGE:** 20000101

### Attached PDF Documents

**Attachment 1:** `WilsonDavisAudit.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:** 0000107476

**Filer CCC:** XXXXXXXX

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

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

### Submission Information

**Report Period Begin Date:** 07-01-2024

**Report Period End Date:** 06-30-2025

**Type of Registrant:** Broker-dealer

**Any material weaknesses identified?:** No

### Registrant Identification

**Name of Broker-Dealer:** WILSON-DAVIS & CO., INC.

**Business Address:** 236 SOUTH MAIN STREET, SALT LAKE CITY, UT, 84101-2104

**Contact Person:** ALISA WEBB

**Contact Phone:** 8015321313

### Independent Public Accountant Identification

**Accountant Name:** Haynie & Company

**Accountant Address:** 1785 West 2300 South, Salt Lake City, UT, 84119

**Accountant Type:** Certified Public Accountant

### OATH OR AFFIRMATION

I, **Alisa Webb**, swear (or affirm) that, to the best of my knowledge and belief, the accompanying financial statements and supporting schedules pertaining to the firm of **WILSON-DAVIS & CO., INC.**, as of **06-30-2025**, are true and correct.

**Signature:** Jeff Sime

**Title:** CEO

**Notarized:** Yes