Lee Aaron Mezrah

Current Employers

M Holdings Securities, Inc.

1125 N.W. Couch Street Suite 900, Portland, OR 97209 • United States

Current Registrations

Authority	Category	Status	Date
FL	RA	APPROVED	2001-05-07

FL RA
APPROVED

Since 2001-05-07

Branch Locations

Tampa, FL • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
M. Holdings Securities, Inc.	Portland	OR	11/2001	Present
Mezrah Financial Dba Lee A. Mezrah, Inc.	Tampa	FL	04/1994	Present
Lee A. Mezrah, Inc.	Tampa	FL	04/1994	Present

11/2001 → Present

M. Holdings Securities, Inc.

Portland, OR
04/1994 → Present

Mezrah Financial Dba Lee A. Mezrah, Inc.

Tampa, FL
04/1994 → Present

Lee A. Mezrah, Inc.

Tampa, FL

Other Businesses

1) Lee A. Mezrah, Inc., dba Mezrah Financial; 5350 West Kennedy Blvd, Tampa, FL 33609; 04/1994; President; Investment Adviser services; Investment Related; 200 hours/month; 200 hours/month during business hours; Commissions. 2) Leon M. Mezrah & Associates, Inc.; 5350 West Kennedy Blvd, Tampa, FL 33609; 09/1977; Insurance agent; No active duties; Not investment related; 0 hours/month; 0 hours/month during business hours; No Compensation. 3) Mezrah Family Partnership, Ltd.; 5350 West Kennedy Blvd, Tampa, FL 33609; Real Estate; Investment Related; Partner/Owner; MFP, Ltd owns the Mezrah Financial Building; 4/26/2022; 1 hr/month; 1 hr/month during trading hours. 4) LeeMez RE, LLC; 5350 West Kennedy Blvd., Tampa, FL 33609; 04/06/2022; Owner/Manager; LLC created for ownership in office building where Mezrah Financial is located; Not Investment Related; 1 hour/month; 1 hour/month during business hours; Ownership, Profits. 5) 1000 Water Street Condominium Association, Inc.; 1000 Water Street, Tampa FL 33609; Condominium Association; Not Investment Related; Treasurer; Enforce community policies & HOA rules; 9/21/2023; 5 hours per month; 5 hours per month during trading hours. 6) RobLee, LLC; 5350 W Kennedy Blvd. Tampa, FL 33609; Holding Company; Not investment related; Co-Manager; LLC was formed to be the owner of a boat; 11/08/2022; 1 ho/mo; 1 ho/mo during trading hours.

Exams

Code	Exam	Date
S63	Uniform Securities Agent State Law Examination	1991-07-30

S63 Uniform Securities Agent State Law Examination

1991-07-30