Full text of DIRECTED SERVICES LLC's X-17A-5 filed 2023-02-17 (period 2022-12-31). Broker-dealer annual report from SEC EDGAR — readable, searchable, and available as markdown for AI agents.
{0}------------------------------------------------ ### STATEMENT OF FINANCIAL CONDITION (Unaudited) Directed Services LLC December 31, 2022 {1}------------------------------------------------ | | UNITED STATES | | 0MB APPROVAL | | | |-----------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------|-----------------------------------------------------------|----------|----------------------------------|--------------------------------------------|--| | | SECURITIES AND EXCHANGE COMMISSION | | 0MB Number: 3235-0123 | | | | | Washington, D.C. 20549 | | Expires: Oct. 31, 2023 | | | | | | | Estimated average burden | | | | | ANNUAL REPORTS | | hours per response: 12 | | | | | FORM X-17A-S | | SEC FILE NUMBER | | | | | PART Ill | 8- 39104 | | | | | Information Required Pursuant to Rules 17a-5, 17a-12, and 18a-7 under the Securities Exchange Act of 1934 | FACING PAGE | | | | | | FILING FOR THE PERIOD BEGINNING | 01/01/22 | | ANO ENDING ___ ::1a.::a | 2{�3�1/:.:;<br>2a.::.2 __ | | | | MM/00/YY | | | MM/DD/VY | | | | A. REGISTRANT IDENTIFICATION | | | | | | | | | | | | | NAME OF FIRM: ________ .:Dc.::.ir-=ect=e-=d__,,S"'e�rv::cic:.::e::s::L=L::,:__ C | | | | ______________ _ | | | TYPE OF REGISTRANT (check all applicable boxes):<br>� Broker-dealer<br>0 Check here if respondent is also an OTC derivatives dealer | O Security-based swap dealer | | | □ Major security-based swap participant | | | ADDRESS OF PRINCIPAL PLACE OF BUSINESS: (Do not use a P.O. box no.) | | | | | | | 1475 Dunwoody Drive, Suite 200 | | | | | | | | (No. and Street) | | | | | | | | | | | | | West Chester | PA | | | 19380 | | | (City) | | (State! | | (Zip Code) | | | PERSON TO CONTACT WITH REGARD TO THIS FILING | | | | | | | Richard Gelfand | (610)249-9447 | | | BOCompliance@venerable.com | | | (Name) | (Area Code -Telephone Number) | | (Email Address) | | | | | B. ACCOUNTANT IDENTIFICATION | | | | | | INDEPENDENT PUBLIC ACCOUNTANT whose reports are contained in this tiling*<br>The Registrant qualifies for the single issuer exemption under Paragraph (ellll(il(A) of Rule 17a-5 of the Securities Exchange Act | (Name -if individual, state last, first, and middle name) | | | | | | of 1934 and therefore is not required to engage an independent certified public accountant to certify its annual report. | | | | | | | (Address) | (City) | | (State) | (Zip Code) |…Read the full text as markdown