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 2017-12-31). 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: 2017-12-31
• Accession: 0000945520-18-000005
• CIK: 945520
• File #: 8-48313
• Material weakness: No
• Auditor: Assurance Dimensions
• Auditor location: Coconut Creek, 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 01-01-2017 12-31-2017 Broker-dealer N SHEARSON FINANCIAL SERVICES, LLC 7000 W. PALMETTO PARK ROAD SUITE 306 BOCA RATON FL 33433 Jed Kaplan 561-613-4727 Assurance Dimensions 5489 Wiles Rd Unit 303 Coconut Creek FL 33073 Certified Public Accountant Jed Kaplan SHEARSON FINANCIAL SERVICES, LLC 12-31-2017 Jed Kaplan CEO Y

Read the full text as markdown

Other filings by this registrant

• X-17A-5 — 2026-03-12
• X-17A-5 — 2025-02-27
• X-17A-5 — 2024-02-15
• X-17A-5 — 2023-03-01
• X-17A-5 — 2022-02-22
• X-17A-5 — 2021-02-23
• X-17A-5 — 2020-03-03
• X-17A-5 — 2019-03-15
• X-17A-5/A — 2018-04-17
• X-17A-5 — 2018-03-01
• X-17A-5 — 2017-03-01
• X-17A-5 — 2016-03-01

Original filing on SEC EDGAR (source of record)