SHEARSON FINANCIAL SERVICES, LLC X-17A-5/A (2018-04-17) — Broker-dealer annual report

Full text of SHEARSON FINANCIAL SERVICES, LLC's X-17A-5/A filed 2018-04-17 (period 2016-12-31). Broker-dealer annual report from SEC EDGAR — readable, searchable, and available as markdown for AI agents.

• Company: SHEARSON FINANCIAL SERVICES, LLC
• Form: X-17A-5/A
• Filed: 2018-04-17
• Period: 2016-12-31
• Accession: 0000945520-18-000004
• CIK: 945520
• File #: 8-48313
• Material weakness: No
• Auditor: CBIZ MHM, LLC
• Auditor location: Boca Raton, FL
• Contact: Jed Kaplan
• Phone: 561-613-4727
• Signed by: Jed Kaplan (CEO)

Document text (excerpt)

X-17A-5/A 0000945520 XXXXXXXX LIVE true false false 01-01-2016 12-31-2016 Broker-dealer N SHEARSON FINANCIAL SERVICES, LLC 7000 W. PALMETTO PARK ROAD SUITE 306 BOCA RATON FL 33433 Jed Kaplan 561-613-4727 CBIZ MHM, LLC 1675 N. Military Trail 5th Floor Boca Raton FL 33486 Certified Public Accountant Jed Kaplan SHEARSON FINANCIAL SERVICES, LLC 12-31-2016 Jed Kaplan CEO Y

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Original filing on SEC EDGAR (source of record)