Full text of PROPEL ADVISORY GROUP, INC.'s X-17A-5 filed 2026-03-02 (period 2025-12-31). Broker-dealer annual report from SEC EDGAR — readable, searchable, and available as markdown for AI agents.
{0}------------------------------------------------ Docusign Envelope ID: 4CD109C7-B2EC-4301-B3D3-5B9FF83ADC67 PUBLICLY AVAILABLE UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 0MB APPROVAL 0MB Number: 3235-0123 Expires: Nov. 30, 2026 Estimated average burden hours per response: 12 ### **ANNUAL REPORTS FORM X-17A-5** # **PART** Ill | SEC FILE NUMBER | | | |-----------------|--|--| | 8-69124 | | | **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 **01/01/2025** AND ENDING **12/31/2025** MM/DD/VY MM/DD/YY A. REGISTRANT IDENTIFICATION ### NAME OF FIRM: **Propel Advisory Group, Inc.** TYPE OF REGISTRANT (check all applicable boxes): [l Broker-dealer [] Security-based swap dealer D Major security-based swap participant [l 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) | | | |----------------------------------------------|--------------------------------|--------------------------|--| | Sarosota | 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 ### **David Lundgren and Company, CPAs** **505 Mur-Len Rd** (Name -if individual, state last, first, and middle name) **Olathe KS 66062** (Address) **01/05/2015** {City) (State) **6075** (Zip Code) **FOR OFFICIAL USE ONLY IPCAOB R,g;sn,noo N"mb.,, "appfo,S.)I** 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}------------------------------------------------ #### **OATH OR AFFIRMATION** | I, Aaron Prisco | swear (or affirm) that, to the best of my knowledge and belief, the | | | | |------------------------------------------------------------------------------------------…Read the full text as markdown