Full text of PLANNED FINANCIAL PROGRAMS, INC.'s X-17A-5 filed 2025-03-31 (period 2024-12-31). Broker-dealer annual report from SEC EDGAR — readable, searchable, and available as markdown for AI agents.
{0}------------------------------------------------ **PLANNED FINANCIAL PROGRAMS INC. (S.E.C.** I.D. **No. 8-05727) DECEMBER 31, 2024** **PUBLIC** FINANCIAL STATEMENTS AND SUPPLEMENTAL INFORMATION FOR THE YEAR ENDED DECEMBER 31, 2024 AND REPORT OF INDEPENDENT REGISTERED PUBLIC ACCOUNTING FIRM {1}------------------------------------------------ UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 # **ANNUAL REPORTS FORM X-17A-S** | OMBAPPROVAL | | |---------------------------|--| | 0MB Number: 3235-0123 | | | Expires: Nov. 30, 2026 | | | Estimated average burden | | | hours per response:<br>12 | | | | | SEC FILE NUMBER # **PART** Ill FACING PAGE 8-05727 Information Required Pursuantto Rules 17a--5, 17a-12, and lBa-7 under the securities Exchange Act of 1934 FILING FOR THE PERIOD BEGINNING **O 1/01/2024** MM/DD/VY AND ENDING **12/31/2024** MM/DD/VY **A. REGISTRANT IDENTIFICATION** □ Major security-based swap participant ADDRESS OF PRINCIPAL PIACE OF BUSINESS: (Do not use a P.O. box no.) # 734 Walt Whitman Road Ste 301 | | | (No. and Street) | | |----------|--------|------------------|-----------| | Melville | | NY | 11747 | | | (City) | (State) | (ZipCOde) | PERSON TO CONTACT WITH REGARD TO THIS FILING # Jeffrey S. Eisman **631-423-8800** # (Name) (Area Code - Telephone Number) (Email Address) **B. ACCOUNTANT IDENTIFICATION** INDEPENDENT PUBLIC ACCOUNTANT whose reports are contained in this filing\* # Jennifer Wray CPA PLLC | | (Name-if individual, state last, first, and middle name) | | | |-------------------------------------------------|----------------------------------------------------------|---------|----------------------------------------------| | 800 Bonaventure Way Ste 168 | Sugarland | TX | 77479 | | (Address) | (CTty) | (State) | (Zip Code} | | 11-30-2016 | | 6328 | | | (rt• of Registration with PCAOB)(if applicable) | FOR OFFICIAL USE ONLY | | (PCAOB Registration Number, if applicable) I | | | | | | | | | | | • Claims for exemption from the requirement that the annual reports be covered by the reports of an independent public accountant must be supported by a statement of facts and circumstances relied on as the basis of the exemption. See 17 CFR 240.17a-5(e)(l)(ii), if applicable. Persons who are to respond to the collection of information contained in this form are not required to respond unless the form dlsplays a currentlyvalld 0MB control number. NAME OF FIRM: Planned Financial Programs, Inc. lYPE OF REGISTRANT (check al…Read the full text as markdown