# EDGAR Filing Document

**Accession Number:** 0001015558
**File Stem:** 9999999997-23-003391
**Filing Date:** 2023-2
**Character Count:** 1484
**Document Hash:** 25afd11939afe0d98e3e843d459eff44
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**9999999997-23-003391.hdr.sgml**: 20230627

**ACCESSION NUMBER**: 9999999997-23-003391

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

**PUBLIC DOCUMENT COUNT**: 1

**CONFORMED PERIOD OF REPORT**: 20220331

**FILED AS OF DATE**: 20230217

**DATE AS OF CHANGE**: 20230626

**EFFECTIVENESS DATE**: 20230217

**PERIOD START**: 20210401

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** CPS FINANCIAL & INSURANCE SERVICES, INC.
- **CENTRAL INDEX KEY:** 0001015558
- **IRS NUMBER:** 330701950
- **STATE OF INCORPORATION:** CA
- **FISCAL YEAR END:** 0331

**FILING VALUES:**
- **FORM TYPE:** X-17A-5
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 008-49337
- **FILM NUMBER:** 22008050

**BUSINESS ADDRESS:**
- **STREET 1:** 2860 MICHELLE DRIVE, SUITE 150
- **STREET 2:** SUITE 150
- **CITY:** IRVINE
- **STATE:** CA
- **ZIP:** 92606
- **BUSINESS PHONE:** 949-442-7519

**MAIL ADDRESS:**
- **STREET 1:** 2860 MICHELLE DRIVE, SUITE 150
- **STREET 2:** SUITE 150
- **CITY:** IRVINE
- **STATE:** CA
- **ZIP:** 92606

**FORMER COMPANY:**
- **FORMER CONFORMED NAME:** CPS FINANCIAL & INSURANCE SERVICES INC                  /BD
- **DATE OF NAME CHANGE:** 20020215

**FORMER COMPANY:**
- **FORMER CONFORMED NAME:** CPS FINANCIAL SERVICES INC                              /BD
- **DATE OF NAME CHANGE:** 19971006

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This document was generated as part of a paper submission.
Please reference the Document Control Number 22008050 for access to the original document.

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