PLANTE MORAN INSURANCE AGENCY SERVICES, LLC X-17A-5 (2020-08-20) — Broker-dealer annual report

Full text of PLANTE MORAN INSURANCE AGENCY SERVICES, LLC's X-17A-5 filed 2020-08-20 (period 2020-06-30). Broker-dealer annual report from SEC EDGAR — readable, searchable, and available as markdown for AI agents.

• Company: PLANTE MORAN INSURANCE AGENCY SERVICES, LLC
• Form: X-17A-5
• Filed: 2020-08-20
• Period: 2020-06-30
• Accession: 0001235002-20-000003
• CIK: 1235002
• File #: 8-65976
• Material weakness: No
• Auditor: Kaufman Rossin & Co.
• Auditor location: Miami, FL
• Contact: Pamela Barber
• Phone: 2486035364
• Signed by: Dawn Jinsky (President)

Document text (excerpt)

X-17A-5 0001235002 XXXXXXXX LIVE true false false 07-01-2019 06-30-2020 Broker-dealer N PLANTE MORAN INSURANCE AGENCY SERVICES, LLC 27400 NORTHWESTERN HIGHWAY SOUTHFIELD MI 48034 Pamela Barber 2486035364 Kaufman Rossin & Co. 3310 Mary Street, Suite 501 Miami FL 33133 Certified Public Accountant Dawn Jinsky PLANTE MORAN INSURANCE AGENCY SERVICES, LLC 06-30-2020 Dawn Jinsky President Y

Read the full text as markdown

Other filings by this registrant

• X-17A-5 — 2025-09-15
• X-17A-5 — 2024-09-18
• X-17A-5 — 2023-09-15
• X-17A-5 — 2022-09-22
• X-17A-5 — 2021-08-23
• X-17A-5 — 2019-09-06
• X-17A-5 — 2018-08-22
• X-17A-5 — 2017-08-28
• X-17A-5 — 2016-08-25
• X-17A-5 — 2015-08-21
• X-17A-5 — 2014-08-25
• X-17A-5 — 2013-08-27

Original filing on SEC EDGAR (source of record)