SENTRY EQUITY SERVICES, INC. X-17A-5 (2025-02-26) — Broker-dealer annual report

Full text of SENTRY EQUITY SERVICES, INC.'s X-17A-5 filed 2025-02-26 (period 2024-12-31). Broker-dealer annual report from SEC EDGAR — readable, searchable, and available as markdown for AI agents.

Document text (excerpt)

{0}------------------------------------------------ Financial Statements and Schedules December 31 , 2024 (With Report oflndependent Registered Public Accounting Firm) {1}------------------------------------------------ ## **UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549** 0MB APPROVAL 0MB Number: 3235-0123 Expires: Nov. 30, 2026 Estimated average burden hours per response: 12 > SEC FILE NUMBER 008-15078 # **ANNUAL REPORTS FORM X-17A-5 PART** Ill **FACING PAGE** | Information Required Pursuant to Rules 17a-5, 17a-12, and 18a-7 under the Securities Exchange Act of 1934 | |-----------------------------------------------------------------------------------------------------------| |-----------------------------------------------------------------------------------------------------------| | FILING FOR THE PERIOD BEGINNING 01/01/2024 | | AND ENDING 12/31/2024 | |--------------------------------------------|----------|-----------------------| | | MM/DD/YY | MM/DD/YY | MM/DD/YY ## **A. REGISTRANT IDENTIFICATION** # NAME OF FIRM: Sentry Equity Services, Inc TYPE OF REGISTRANT (check all applicable boxes): ~ Broker-dealer □ Security-based swap dealer □ Major security-based swap participant □ Check here if respondent is also an OTC derivatives dealer ADDRESS OF PRINCIPAL PLACE OF BUSINESS: (Do not use a P.O. box no.) # 1800 North Point Drive | | (No. and Street) | | | | |----------------------------------------------|---------------------------------------------------------------------------|-----------------|----------------------------|--| | Stevens Point | WI | | 54481 | | | (City) | (State) | | (Zip Code) | | | PERSON TO CONTACT WITH REGARD TO THIS FILING | | | | | | Paul M. Gwidt | 715-346-6000 | | treasuryservice@sentry.com | | | (Name) | (Area Code -Telephone Number) | (Email Address) | | | | | B. ACCOUNTANT IDENTIFICATION | | | | | | INDEPENDENT PUBLIC ACCOUNTANT whose reports are contained in this filing* | | | | | Deloitte & Touche LLP | | | | | | | (Name - if individual, state last, first, and middle name) | | | | | 111 S. Wacker Drive | Chicago | IL | 60606 | | | (Address) | (City) | (State) | (Zip Code) | | | | | 34 | | | | | | | | | rte **of RegistrnUo" with PCAOB)lif applkable) FOR OFFICIAL USE ONLY (PCAOB Registrnfo" Nombe,,** 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 cir…

Read the full text as markdown

Other filings by this registrant

Original filing on SEC EDGAR (source of record)