# EDGAR Filing Document

**Accession Number:** 0001645876
**File Stem:** 0001645876-26-000004
**Filing Date:** 2026-3
**Character Count:** 2475
**Document Hash:** e22de57975a035643f8e61ab5760354c
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001645876-26-000004.hdr.sgml**: 20260303

**ACCESSION NUMBER**: 0001645876-26-000004

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

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20251231

**FILED AS OF DATE**: 20260303

**DATE AS OF CHANGE**: 20260303

**EFFECTIVENESS DATE**: 20260303

**PERIOD START**: 20250101

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** RETIREONE INVESTMENT SERVICES, LLC
- **CENTRAL INDEX KEY:** 0001645876

**ORGANIZATION NAME:**
- **EIN:** 473919321
- **STATE OF INCORPORATION:** DE
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** X-17A-5
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 008-69640
- **FILM NUMBER:** 26712229

**BUSINESS ADDRESS:**
- **STREET 1:** 222 SOUTH 1ST STREET, SUITE 600
- **CITY:** LOUISVILLE
- **STATE:** KY
- **ZIP:** 40202
- **BUSINESS PHONE:** 502.882.6010

**MAIL ADDRESS:**
- **STREET 1:** 222 SOUTH 1ST STREET, SUITE 600
- **CITY:** LOUISVILLE
- **STATE:** KY
- **ZIP:** 40202

**FORMER COMPANY:**
- **FORMER CONFORMED NAME:** EF LEGACY SECURITIES, LLC
- **DATE OF NAME CHANGE:** 20150622

### Attached PDF Documents

**Attachment 1:** `ris25public.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:** 0001645876

**Filer CCC:** XXXXXXXX

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

**Would you like a Return Copy?:** No

### 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:** RETIREONE INVESTMENT SERVICES, LLC

**Business Address:** 222 SOUTH 1ST STREET, SUITE 600, LOUISVILLE, KY, 40202

**Contact Person:** Robert Gilman

**Contact Phone:** 561-771-0036

### Independent Public Accountant Identification

**Accountant Name:** Sanville & Company

**Accountant Address:** 2617 Huntingdon Pike, Huntingdon Valley, PA, 19006

**Accountant Type:** Certified Public Accountant

### OATH OR AFFIRMATION

I, **Ed Merceir**, swear (or affirm) that, to the best of my knowledge and belief, the accompanying financial statements and supporting schedules pertaining to the firm of **RETIREONE INVESTMENT SERVICES, LLC**, as of **12-31-2025**, are true and correct.

**Signature:** Ed Merceir

**Title:** CEO