Full text of DRESNER INVESTMENT SERVICES, INC.'s X-17A-5 filed 2025-03-28 (period 2024-12-31). Broker-dealer annual report from SEC EDGAR — readable, searchable, and available as markdown for AI agents.
{0}------------------------------------------------ DRESNER INVESTMENT SERVICES, INC. # STATEMENT OF FINANCIAL CONDITION AND REPORT OF INDEPENDENT REGISTERED PUBLIC ACCOUNTING FIRM YEAR ENDED DECEMBER 31, 2024 {1}------------------------------------------------ ## DRESNER INVESTMENT SERVICES, INC. ## STATEMENT OF FINANCIAL CONDITION AND REPORTS OF INDEPENDENT REGISTERED PUBLIC ACCOUNTING FIRM ## YEAR ENDED DECEMBER 31, 2024 ## C O N T E N T S | | Page | |------------------------------------------------------------------------------------------------|------| | Facing Page | 1 | | Oath or Affirmation | 2 | | Report of Independent Registered Public Accounting Firm on<br>Statement of Financial Condition | 3 | | Financial Statement: | | | Statement of Financial Condition | 4 | | Notes to Statement of Financial Condition | 5-11 | {2}------------------------------------------------ OMB APPROVAL IINITED STATES OMB Number: 3235-0123 SECURITIES AND EXCHANGE COMMISSION Expires: Nov. 30, 2026 Washington, D.C. 20549 Estimated average burden hours per response: 12 ANNUAL REPORTS SEC FILE NUMBER FORM X-17A-5 8-46575 PART III FACING PAGE Information Required Pursuant to Rules 17a-5, 17a-12, and 18a-7 under the Securities Exchange Act of 1934 AND ENDING 12/31/24 FILING FOR THE PERIOD BEGINNING 01/01/24 MM/DD/YY MM/DD/YY A. REGISTRANT IDENTIFICATION NAME OF FIRM: DRESNER INVESTMENT SERVICES, INC TYPE OF REGISTRANT (check all applicable boxes): E Broker-dealer [] Check here if respondent is also an OTC derivatives dealer ADDRESS OF PRINCIPAL PLACE OF BUSINESS: (Do not use a P.O. box no.) 10 S. LASALLE STREET SUITE 2170 (No. and Street) CHICAGO 60603 (City) (State) (Zip Code) PERSON TO CONTACT WITH REGARD TO THIS FILING 312-780-7239 BRIAN YTTERBERG BYTTERBERG@DRESNERCO.COM (Name) (Area Code - Telephone Number) (Email Address) B. ACCOUNTANT IDENTIFICATION INDEPENDENT PUBLIC ACCOUNTANT whose reports are contained in this filing\* MICHAEL COGLIANESE (Name - if individual, state last, first, and middle name) 125 E. LAKE ST. SUITE 303 BLOOMINGDALE 60108 (Address) (City) (State) (Zip Code) 10/20/2009 3874 (Date of Registration with PCAOB)(if applicable) (PCAOB Registration Number, if applicable) FOR OFFICIAL USE ONLY \* Claims for exemption from the requirement that the annual 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)(1)(ii), if applicable. Persons who are…Read the full text as markdown