Full text of PROPEL ADVISORY GROUP, INC.'s X-17A-5 filed 2024-02-27 (period 2023-12-31). Broker-dealer annual report from SEC EDGAR — readable, searchable, and available as markdown for AI agents.
{0}------------------------------------------------ PUBLICLY AVAILABLE **UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549** **ANNUAL REPORTS** # **FORM X-17A-5** ## **PART** Ill | Expires: Nov. 30, 2026<br>Estimated average burden | | | | | |----------------------------------------------------|--|--|--|--| | hours per response:<br>12 | | | | | | SEC FILE NUMBER | | | | | | 8-69124 | | | | | 0MB APPROVAL 0MB Number: 3235-0123 **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 BEGNNINe **O1/01/2023** AND ENDING 12/31/2023 MM/DD/YY MM/DD/YY **A. REGISTRANT IDENTIFICATION** NAME or Fm«. Propel Advisory Group, Inc. TYPE OF REGISTRANT (check all applicable boxes): [El Broker-dealer D Security-based swap dealer □ Major security-based swap participant D Check here if respondent is also an OTC derivatives dealer ADDRESS OF PRINCIPAL PLACE OF BUSINESS: (Do not use a P.O. box no.) ### 2215 lxora Avenue | (No. and Street) | | | |----------------------------------------------|--------------------------|--| | | 34234 | | | (State) | (Zip Code) | | | PERSON TO CONTACT WITH REGARD TO THIS FILING | | | | | Aaron@propeladvisory.com | | | (Area Code -- Telephone Number) | (Email Address) | | | B. ACCOUNTANT IDENTIFICATION | | | | | FL<br>404-876-1119 | | INDEPENDENT PUBLIC ACCOUNTANT whose reports are contained in this filing # David Lundgren and Company, CPA's | | (Name- If Individual, state last, first, and middle name) | | | |--------------------------------------------------|-----------------------------------------------------------|---------|------------| | 505 N Mur-Len Rd | Olathe | KS | 66062 | | (Address) | (City) | (State) | (Zip Code) | | 01/05/2015 | | 6075 | | | (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 be covered by the 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-S(e)(l)(ll), If applicable. Persons who are to respond to the collection of Information contained In this form are not required to respond unless the form displays a currently valid 0MB control number. {1}------------------------------------------------ ### **OATH OR AFFIRMATION** | l, a<br>"<br>o<br>…Read the full text as markdown