Todd Morris Mezrah

Current Employers

Integrity Alliance, Llc.

4135 Nw Urbandale Dr, Urbandale, IA 50322 • United States

Current Registrations

Authority	Category	Status	Date
FL	RA	APPROVED	2026-01-16

FL RA
APPROVED

Since 2026-01-16

Branch Locations

Telluride, CO • United States

5690 W Cypress Street Ste A, Tampa, FL 33607 • United States

300 Colorado Suite 2600, Austin, TX 78701 • United States

Disclosures

2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

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

Employment History

Organization	City	State	From	To
M. Holdings Securities, Inc.	Portland	OR	12/2001	05/2020
Todd M Mezrah & Associates	Tampa	FL	04/1994	Present
Lion Street Financial	Tampa	FL	05/2020	11/2025
Lion Street Advisors	Tampa	FL	05/2020	11/2025
Integrity Alliance	Tampa	FL	07/2025	Present

12/2001 → 05/2020

M. Holdings Securities, Inc.

Portland, OR
04/1994 → Present

Todd M Mezrah & Associates

Tampa, FL
05/2020 → 11/2025

Lion Street Financial

Tampa, FL
05/2020 → 11/2025

Lion Street Advisors

Tampa, FL
07/2025 → Present

Integrity Alliance

Tampa, FL

Previous Registrations

2020-09-10 → 2025-11-03

Lion Street Advisors, Llc

Telluride, CO

Austin, TX

Tampa, FL
2001-12-19 → 2020-05-07

M Holdings Securities, Inc.

Tampa, FL

Tampa, FL

Tampa, FL

Other Businesses

1.TODD M. MEZRAH & ASSOC/MEZRAH CONSULTING; Owner; Exe benefits consulting, COLI, BOLI & sale of non-sec rltd ins prod; INV RLTD: Yes #OF HOURS: 200 SEC TRDNG #: 80 STRT: 12/1993; 5690 W. Cypress St Tampa FL; strat, sales, ops, tech 2.IPCP FL REALTY VALUE FUND; INV RLTD; 225 NE MIZNER BLVD STE 400 BOCA RATON, FL; INFO ADV BRD; 3RD QTR 2013; 0 HRS MNTH, 0 HRS DURING trdng; ADV BRD MBR W/NO VOTING RIGHTS /DEC MKNG AS RELATES TO INVST 3.AZAZ CAPITAL PARTNERS; Owner; Multi-family invsts INV RLTD: Yes #OF HRS 1 SEC TRADING HRS STRT: 12/2015 5690 W Cypress St Tampa FL; Passive, no responsibilities 4.GALEZON, LLC (DBA BOLI RESCUE) Owner; Refers qual banks to affiliated licensed co's for BOLI analysis &rescues INV RLTD: Yes #OF hrs: 2 SEC TRDNG hrs: 1 STRT: 12/31/19; 5690 W Cypress St Tampa FL; Sales/mktng 5.MAPBENEFITS HLDNGS, LLC; Owner; Cloud-based platform for admin NQ exec benefits plans INV RLTD: # OF HOURS: 20 SEC TRDNG HRS: 20 STRT: 12/2005; 5690 W Cypress St Tampa FL; Strategic vision & functionality 6.MEZRAH FAMILY PRTNSHIP LTD; 5350 W KENNEDY BLVD TAMPA FL; 6/1997; PTNR; enty OWNS MEZRAH bldg, NOT INV RLTD, 0 HRS/MTH; 0 HRS/MTH DURING BUSN HRS; 0Comp. 7.MEZRAH ASSET HOLDINGS, LLC; provide guidance; Passive hldg co INV RLTD: No; # OF HRS: 0 SEC TRDNG HRS: 0 START: 12/15; 5690 W Cypress St Tampa FL; review assets 8.TODD&SHARI MEZRAH FAMILY FOUNDATION; 9/17; OWNER; CHARITABLE FOUND. ACCT W/A DONOR-ADVISED FUND; NOT INV RLTD; 1 HR/MTH; 0 HRS/MTH DURING BUSN HRS 9.SERIES X HOLDING COMPANY; Owner; Own assets of Series X of Oxford INV RLTD: # OF HRS: 0 SEC TRDNG HRS: 0 STRT: 12/15 5690 W Cypress St Tampa FL; Review acct 10.PINNACLE PUBLIC FINANCE; BRD MBR; Bus. provide fin tools to public COs inclng. eqp, energy mgmt, software/svcs & real prop. Owned sub of public CO, BankUnited. BU is a current client; INV RLTD: No # OF HRS: 1 SEC trdng HRS: 1 STRT: 12/23; 8377 E Hartford Dr Ste 115 Scottsdale AZ; Outside BRD MBR. 11.BRIDGE FUNDING GROUP, INC; BRD MBR; CO ofr fin tools to COs. It spcz in eqp fin/franchise lend. Owned sub of pub CO, BankUnited. BU is current client; INV RLTD: No # OF HRS: 1 SEC trdng HRS: 1 STRT: 12/23; 215 Schilling Cir Ste 100 Hunt Valley MD; Outside BRD MBR 12.MEZ MTRSPRTS; OWNR; Car repair/restore; INVST RLTD NO; # HRS: 40 SEC trdng HRS: 5 STRT: 7/24 4615 N 34th St Tampa FL; OWNR of property/car repair/restore. Oversee strategic/fin decisions. 13.3STRONG HLDS LLC; OWNR; hldng co for new MSO Deferral enty. INV RLTD: Yes # OF HRS: 3 SEC trdng hrs: 3 STRT: 7/24; 5690 W. Cypress St Ste A Tampa FL; hldng co that maintain a pos in another enty. Initial hldng is MSO Deferral LLC 14.SO DEFERRAL LLC; OWNR; Used for new strategy that Mezrah Cons. developed. MSO Deferral uses MSO structure w/a DCP structure/Markets to pass-through enty shareholders. INV RLTD: Yes #OF hrs: 40 sec trdng hrs: 40 Start 7/24; 5690 W Cypress St STE A Tampa FL; Strategy for Mezrah Cons, mrktd same as current BUSN under MC. Separate enty to be admin of plans for structural div purposes 15.FOLLOW-UP FREAK; Author of Follow-Up Freak. INVT RLTD: No; # OF HRS: 1 SEC TRDNG HRS: 0 START 06/01/26 5690 W Cypress St Suite A Tampa FL; Authored and published book. 16. STUDIOLOOP; Ownr; Use tech to eliminate manual prod workflows for media ind. INV RLTD No; # OF HRS 5 SEC TRDNG HRS 4; START 05/01/26 5690 W Cypress St Suite A Tampa FL; CEO. Attend mtgs/comm w/ potential clients 17.ZETTADOX LLC; Ownr; Doc generating tech business. Not INV RLTD; # OF HRS: 5 SEC TRDNG HRS: 2 START: 07/01/26; 5690 W Cypress St Suite A Tampa FL; Owner/CEO. Manage projects/meet customers. 18.STEPSTONE GROUP PRIVATE WEALTH LLC; Consult; Educate carriers/producers on StepStone Balanced Private Markets Fund offered through variable life ins. INV RLTD; # OF HOURS: 5 SEC TRDNG HRS: 5 START: 07/31/2026; 128 South Tryon Ave Suite 1600 Charlotte NC; Educate producers/carriers on StepStone Balanced Private Markets Fund/drive VUL platform adoption.