2026-01-29T10:00:50-08:00 2025-12-31 352304139 Arthur M Agulnek CPA 3928 Creek Crossing Dr Plano TX 75093 990EZ 2025-01-01 203248172 Securities Experts Roundtable SECU 9199679040 c/o PKoetting 1429 Twisted Oaks Dri Chapel Hill NC 27516 Patricia Koetting Executive Director 9199679040 2026-01-25 Arthur M Agulnek CPA P00089795 2026-01-29 X 2025 2025-03-06 01:10:19Z X X N/A X X 93677 X 0 50745 40950 1982 0 0 0 0 0 0 0 93677 33751 59389 93140 537 53955 54492 52362 48326 3913 10000 56275 58326 2320 3834 53955 54492 SER provides continuing education and promotes ethics and integrity among its members while remaining dispute neutral as an organization Annual membership includes profile listing on website,accessto email of members,mentoring, library,newsletters. Annual conference includes members and outside speakers on subjects relevant to our mission Patrick Dennis President 1.00 0 0 0 Jerry DeNigris President-elect 1.00 0 0 0 Charles WRanson Treasurer 1.00 0 0 0 Keith Loveland Secy 1.00 0 0 0 X false false false false false false false 0 0 false Patricia Koetting 1429 Twisted Oak Drive Chapel Hill NC 27516 9199679040 false false false false false false false false Pt V, Line 44d lnot applicable Form 990EZ, Part I, Line 16 Website design 935. Form 990EZ, Part I, Line 16 Marketing expenses 3598. Form 990EZ, Part I, Line 16 Office expenses Form 990EZ, Part I, Line 16 Liability insurance 3607. Form 990EZ, Part I, Line 16 Zoom meetings/webinars 1106. Form 990EZ, Part I, Line 16 Books subscriptions 1075. Form 990EZ, Part I, Line 16 Conference expenses 44414. Form 990EZ, Part I, Line 16 Board of directors meeting 1613. Form 990EZ, Part I, Line 16 Online fees 1074. Form 990EZ, Part I, Line 16 New member breakfast 1412. Form 990EZ, Part I, Line 16 Printing-mailing 57. Form 990EZ, Part I, Line 16 Misc-gifts 498.