Full text of PRIVATE CLIENT SERVICES, LLC's X-17A-5 filed 2025-02-28 (period 2024-12-31). Broker-dealer annual report from SEC EDGAR — readable, searchable, and available as markdown for AI agents.
{0}------------------------------------------------ # PRIVATE CLIENT SERVICES, LLC (S.E.C. I.D. No 8-68183) ### STATEMENT OF FINANCIAL CONDITION #### FISCAL YEAR-ENDED DECEMBER 31, 2024 AND INDEPENDENT AUDITORS' REPORT \*\*\*\*\*\*\*\*  {1}------------------------------------------------ | UNITED STATES | | | | | |------------------------------------|--|--|--|--| | SECURITIES AND EXCHANGE COMMISSION | | | | | | Washington, D.C. 20549 | | | | | ## **ANNUAL REPORTS FORM X-17A-5 PART** Ill | 0MB APPROVAL | |------------------------------| | 0MB Number: 3235-0123 | | Expires: Nov. 30, 2026 | | Estimated average burden | | hours per response:<br>I'.'. | | | | SEC FILE NUMBER | | |-----------------|--| | 8-68183 | | **FACING PAGE** **Information Required Pursuant to Rules 17a-5, 17a-12, and 18a-7 under the Securities Exchange Act of 1934** FILING FOR THE PERIOD BEGINNING **01/01/2024** AND ENDING **12/31/2024** MM/DD/YY MM/DD/YY **A. REGISTRANT IDENTIFICATION** NAME oF FIRM: Private Client Services, LLC TYPE OF REGISTRANT (check all applicable boxes): C!J Broker-dealer □ Security-based swap dealer □ Major security-based swap participant 0 Check here if respondent is also an OTC derivatives dealer ADDRESS OF PRINCIPAL PLACE OF BUSINESS: (Do not use a P.O. box no.) ## 2225 Lexington. Road | | {No. and Street) | | | | | | | |----------------------------------------------|---------------------------------------------------------------------------|--------------------|--|--|--|--|--| | Louisville | KY | 40206 | | | | | | | (City) | (State) | (Zip Code) | | | | | | | PERSON TO CONTACT WITH REGARD TO THIS FILING | | | | | | | | | Ernest Sampson | (502) 992-3540 | esampson@pcsbd.net | | | | | | | (Name) | (Area Code - Telephone Number) | (Email Address) | | | | | | | B. ACCOUNTANT IDENTIFICATION | | | | | | | | | | INDEPENDENT PUBLIC ACCOUNTANT whose reports are contained in this filing* | | | | | | | Rodefer Moss & Co, PLLC | (Name - if individual, state last, first, and middle name) | | | | | | | |------------------------------------------------------------|-----------------------|---------|------------------------------------------------|--|--|--| | 608 Mabry Hood Road | Knoxville | TN | 37932 | | | | | (Address) | (City) | {State) | (Zip Code) | | | | | l"<br>11/05/2003 | | 910 | | | | | | of Regls<cafoo wlch PCAOB)(;f appHcable) | | | I<br>{PCAOB Reg,s<ca.,oo N,mbec, ,f apphcable) | | | | | | FOR OFFICIAL USE ONLY | | | | | | | | | | | |…Read the full text as markdown