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Shearson Financial Services, LLC CRD 38619
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
7000 W. Palmetto Park Road Suite 501, Boca Raton, FL 33433 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-04-06 |
Branch Locations
6750 West Loop South Suite 1080, Bellaire, TX 77401 • United States
7000 W. Palmetto Park Road Suite 501, Boca Raton, FL 33433 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Shearson Financial Services | Bellaire | TX | 04/2011 | Present |
MEMBER OF DZIK INVESTMENTS. FINANCIAL MANAGEMENT. PARTNERSHIP WITH FATHER. 40 HRS PER WEEK. TO CAPTURE BUSINESS RELATED EXPENSES FOR TAX PURPOSES. Member of Polkabla Family LLC, which will invest in Real Estate as well as Traditional Investments. Board Member, Trees for Houston, Non profit , 4 hours per month Partner of J&M Care, LLC. Passive Investment
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-04-29 |
| S63 | Uniform Securities Agent State Law Examination | 2010-04-16 |
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