Full text of DIRECTED SERVICES LLC's X-17A-5 filed 2024-02-21 (period 2023-12-31). 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, 2023 {1}------------------------------------------------ | | UNITED STATES | | 0MB APPROVAL<br>0MB Number: 3235-0123<br>Expires: Nov. 30, 2026<br>Estimated average burden | | |-------------------------------------------------------------------------------------------------------------------------------------|--------------------------------------------------------------|-------------------------------------------------------------------------------------------------------------------------|---------------------------------------------------------------------------------------------|--| | SECURITIES AND EXCHANGE COMMISSION<br>Washington, D.C. 20S49<br>ANNUAL REPORTS<br>FORM X-17A-5<br>PART Ill | | | | | | | | | hours per response: 12 | | | | | | SEC FILE NUMBER<br>8-39104 | | | | | | | | | | | | | | | Information Required Pursuant to Rules 17a-S, 17a-12, and 18a-7 under the Securities Exchange Act of 1934 | FACING PAGE | | | | | | | | | | | FILING FOR THE PERIOD BEGINNING -- | 01/01/23<br>--M<br>�<br>-='/D<br>�<br>-:"""/YY____<br>D<br>M | AND ENDING | 12/31/23<br>=-"'---<br>-----=M=M=/=DD'-=/YY | | | | A. REGISTRANT IDENTIFICATION | | | | | NAME OF FIRM: --------=D,_ire"""ct=ed=-=S=erv'--'---'--"ic:::e.:.s-=-LL::.:C:-_____________ _ | | | | | | TYPE OF REGISTRANT (check all applicable boxes): | | | | | | 181 Broker-dealer | □ Security-based swap dealer | □ Major security-based swap participant | | | | D Check here if respondent is also an OTC derivatives dealer | | | | | | 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 | | 80Compliance@venerable.com | | | (Name) | (Area Code -Telephone Number) | | (Email Address) | | | | B. ACCOUNTANT IDENTIFICATION | | | | | INDEPENDENT PUBLIC ACCOUNTANT whose reports are contained in this filing• | | | | | | The Registrant qualifies for the singje issuer exemption under Paragraph (el(ll(IIIA) of Rule 17a- 5 of the Securities Exchange Act | | | | | | | (Name - if individual, state last, first, and middle name) | | | | | of 1934 and therefo� is not required to engage an independent certified public accountant to certify Its annua…Read the full text as markdown