CAMPBELL FINANCIAL SERVICES, LLC X-17A-5 (2023-01-18) — Broker-dealer annual report

Full text of CAMPBELL FINANCIAL SERVICES, LLC's X-17A-5 filed 2023-01-18 (period 2022-12-31). Broker-dealer annual report from SEC EDGAR — readable, searchable, and available as markdown for AI agents.

Document text (excerpt)

{0}------------------------------------------------ | 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 | | AND ENDING 12/31/22 | | | | MM/DD/YY | | MM/DD/YY | | | A. REGISTRANT IDENTIFICATION | | | | NAME OF FIRM: Campbell Financial Services, LLC | | | | | TYPE OF REGISTRANT (check all applicable boxes):<br>l_ Broker-dealer<br>Check here if respondent is also an OTC derivatives dealer | | | | | ADDRESS OF PRINCIPAL PLACE OF BUSINESS: (Do not use a P.O. box no.) | | | | | 2850 Quarry Lake Drive | | | | | | (No. and Street) | | | | Baltimore | MD | | 21209 | | (City) | (State) | | (Zip Code) | | PERSON TO CONTACT WITH REGARD TO THIS FILING | | | | | Jaymee McAndrew 410-413-2653 | | | jaymee.mcandrew@campbell.com | | (Name) | (Area Code - Telephone Number) | (Email Address) | | | | B. Accountant Identification | | | | INDEPENDENT PUBLIC ACCOUNTANT whose reports are contained in this filing*<br>Sanville & Company | | | | | | (Name - if individual, state last, first, and middle name) | | | | 1514 Old York Road | Abington | PA | 19001 | | (Address) | (City) | (State) | (Zip Code) | | September 18, 2003 | | 169 | | | (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 | | | | {1}------------------------------------------------ | Jaymee E. McAndrew | | swear (or affirm) that, to the best of my knowledge and belief, the | | |-----------------------------------------------------------------------------|---------------------------------|-------------------------------------------------------------------------------------------------------------------------|--| | tinancial report pertaining to the firm of Campbell Financial Services, LLC | | as of | | | 12/31 | | 2 022 | | | | | partner, officer, director, or equivalent person, as the case may proprietary interest in any account classified solely | | | as that of a customer. | TONYA MARIE BERRY | Signature: | | | | NOTARY PUBLIC<br>HARFORD COUNTY | Title:<br>Chief Financ…

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