SHEARSON FINANCIAL SERVICES, LLC X-17A-5 (2020-03-03) — Broker-dealer annual report

Full text of SHEARSON FINANCIAL SERVICES, LLC's X-17A-5 filed 2020-03-03 (period 2019-12-31). 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
• Filed: 2020-03-03
• Period: 2019-12-31
• Accession: 0000945520-20-000003
• CIK: 945520
• File #: 8-48313
• Material weakness: No
• Auditor: Assurance Dimensions
• Auditor location: Margate, FL
• Contact: Jed Kaplan
• Phone: 5616134727
• Signed by: Jed Kaplan (CEO)

Document text (excerpt)

X-17A-5 0000945520 XXXXXXXX LIVE true false false 01-01-2019 12-31-2019 Broker-dealer N SHEARSON FINANCIAL SERVICES, LLC 7000 W. PALMETTO PARK ROAD SUITE 501 BOCA RATON FL 33433 Jed Kaplan 5616134727 Assurance Dimensions 2000 Banks Road, Suite 218 Margate FL 33063 Certified Public Accountant Jed Kaplan SHEARSON FINANCIAL SERVICES, LLC 12-31-2019 Jed Kaplan CEO Y

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• X-17A-5 — 2017-03-01
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Original filing on SEC EDGAR (source of record)