Full text of PROPEL ADVISORY GROUP, INC.'s X-17A-5 filed 2025-03-03 (period 2024-12-31). 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 0MB APPROVAL 0MB Number: 3235-0123 Expires: Nov. 30, 2026 Estimated average burden hours per response: 12 SEC FILE NUMBER 8-69124 # **FACING PAGE** | Information Required Pursuant to Rules 17a-5, 17a-12, and lSa-7 under the Securities Exchange Act of 1934 | | | |---------------------------------------------------------------------------------------------------------------------------------------|-----------------------------------|---------------------------------------| | FILING FOR THE PERIOD BEGINNING 01/01/2024 | | AND Ewomw 12/31/2024 | | | MM/DD/YY | MM/DD/YY | | | A. REGISTRANT IDENTIFICATION | | | NAME OF RM. Propel Advisory Group, Inc. | | | | TYPE OF REGISTRANT (check all applicable boxes):<br>[El Broker-dealer<br>□ Check here if respondent is also an OTC derivatives dealer | □<br>[ Security-based swap dealer | Major security-based swap participant | | ADDRESS OF PRINCIPAL PLACE OF BUSINESS: (Do not use a P.O. box no.) | | | | 2215 lxora Avenue | | | | | (No. and Street) | | | Sarasota | FL | 34234 | | (City) | (State) | (Zip Code) | | PERSON TO CONTACT WITH REGARD TO THIS FILING | | | | Aaron Prisco | 404.876.1119 | Aaron@propeladvisory.com | | (Name) | (Area Code - Telephone Number) | (Email Address) | | | B. ACCOUNTANT IDENTIFICATION | | | INDEPENDENT PUBLIC ACCOUNTANT whose reports are contained in this filing*<br>David Lundgren and Company, CPAs | | | | 505 N Mur-Len Rd | Olathe | KS | 66062 | | |------------------------------------------------|-----------------------|--------------------------------------------|------------|--| | (Address) | (City) | (State) | (Zip Code) | | | 01/05/2015 | | 66062 | | | | | | (PCAOB Registration Number, if applicable) | | | | rte of Registration with PCAOB)(lf appl;cable) | 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-5(e)(1)(i), 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}-----------…Read the full text as markdown