Full text of PROPEL ADVISORY GROUP, INC.'s X-17A-5 filed 2023-02-28 (period 2022-12-31). Broker-dealer annual report from SEC EDGAR — readable, searchable, and available as markdown for AI agents.
{0}------------------------------------------------ | 2215 bxora Avenue<br>PERSON TO CONTACT WITH REGARD TO THIS FILING<br>Aaron Prisco<br>505 N Mur-len Rd<br>(Address)<br>01/05/2015 | Sarasota<br>(City) | (No. and Street)<br>FL<br>(State)<br>404-876-1119<br>(Area Code - Telephone &umber]<br>8. ACCOUNTANT IDENTIFICATION<br>INDEPENDENT PUBLIC ACCOUNTANT whose reports are contained in this filing<br>David Lundgren and Company, CPA's<br>(Name --1f individual, state last, first, and middle name]<br>Olathe<br>(Cty) | (Email Address)<br>KS<br>(State)<br>6075<br>e>•-on -• | (Zip Code)<br>(Zip Code] | |----------------------------------------------------------------------------------------------------------------------------------|--------------------|-----------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------|-------------------------------------------------------|----------------------------------------------------| | | | | | 34234<br>Aaron@propeladvisory.com<br>66062 | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | TYPE OF REGISTRANT (check all applicable boxes):<br>El Broker-dealer | | [l Security-based swap dealer<br>[] check here f respondent is also an OTC derivatives dealer<br>ADDRESS OF PRINCIPAL PLACE OF BUSINESS: (Do not use a P.0. box no.) | | [l Major security-based swap participant | | | | | | | | | | NAME or Ru. Propel Advisory Group, Inc. | | | | | | A. REGISTRANT DENT1CATION | | | | | | MM/DD/YY | | MM/DD/Y | | FuNG FOR THE PERIOD SEGNmNe 01/01/2022 | | _ | AND ENDmNe 12/31/2022 | | | | | information Required Pursuant to Rules 17a-5, 17a-12, and 18a-7 under the Securities Exchange Act of 21934 | | | | | | -<br>FACING PAGE | | | | | | PARTIII | | | | | | FORM X-174-5 | | 8-69124 | | | | ANNUAL REPORTS | | SEC FILE NUMBER | | | | Wa<br>s<br>h<br>i<br>n<br>g<br>t<br>o<br>n, D.C. 20549 | | Estimated average burden<br>hours per response: 12 | | | | SECURITIES AND EXCHANGE COMMISSION | | 0MB Number: 3235-0123<br>Expires: Oct. 31, 2023 | | | | | | 0MB APPROVAL | | Plclq<br>A<br>Ai!Ab le | | UNITED STATES | | | accountant: must be supported by a statement of facts and circumstances relied on as the basis *of* the exemption…Read the full text as markdown