| Entity Name: | SHEARSON FINANCIAL SERVICES, LLC |
| Jurisdiction: | FLORIDA |
| Filing Type: | Florida Limited Liability Company |
| Status: | Active |
| Date Filed: | 27 Nov 2006 (18 years ago) |
| Last Event: | LC AMENDMENT |
| Event Date Filed: | 07 Aug 2018 (6 years ago) |
| Document Number: | L06000113641 |
| FEI/EIN Number | 11-3229526 |
| Address: | 7000 W. PALMETTO PARK RD., SUITE 501, BOCA RATON, FL 33433 |
| Mail Address: | 7000 W. PALMETTO PARK RD., SUITE 501, BOCA RATON, FL 33433 |
| ZIP code: | 33433 |
| County: | Palm Beach |
| Place of Formation: | FLORIDA |
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| 945520 | 7000 W. PALMETTO PARK ROAD, SUITE 501, BOCA RATON, FL, 33433 | 7000 W. PALMETTO PARK ROAD, SUITE 501, BOCA RATON, FL, 33433 | 561-613-4727 | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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| Form type | X-17A-5 |
| File number | 008-48313 |
| Filing date | 2024-02-15 |
| Reporting date | 2023-12-31 |
| File | View File |
Filings since 2023-03-01
| Form type | X-17A-5 |
| File number | 008-48313 |
| Filing date | 2023-03-01 |
| Reporting date | 2022-12-31 |
| File | View File |
Filings since 2022-07-19
| Form type | MA-I/A |
| File number | 868-05026 |
| Filing date | 2022-07-19 |
| File | View File |
Filings since 2022-02-22
| Form type | X-17A-5 |
| File number | 008-48313 |
| Filing date | 2022-02-22 |
| Reporting date | 2021-12-31 |
| File | View File |
Filings since 2021-11-04
| Form type | MA-W |
| File number | 867-01918 |
| Filing date | 2021-11-04 |
| File | View File |
Filings since 2021-02-23
| Form type | X-17A-5 |
| File number | 008-48313 |
| Filing date | 2021-02-23 |
| Reporting date | 2020-12-31 |
| File | View File |
Filings since 2021-02-03
| Form type | MA-A |
| File number | 867-01918 |
| Filing date | 2021-02-03 |
| Reporting date | 2020-12-31 |
| File | View File |
Filings since 2020-07-23
| Form type | MA-A |
| File number | 867-01918 |
| Filing date | 2020-07-23 |
| Reporting date | 2019-12-31 |
| File | View File |
Filings since 2020-07-14
| Form type | MA-A |
| File number | 867-01918 |
| Filing date | 2020-07-14 |
| Reporting date | 2018-12-31 |
| File | View File |
Filings since 2020-03-03
| Form type | X-17A-5 |
| File number | 008-48313 |
| Filing date | 2020-03-03 |
| Reporting date | 2019-12-31 |
| File | View File |
Filings since 2019-03-15
| Form type | X-17A-5 |
| File number | 008-48313 |
| Filing date | 2019-03-15 |
| Reporting date | 2018-12-31 |
| File | View File |
Filings since 2018-04-17
| Form type | X-17A-5/A |
| File number | 008-48313 |
| Filing date | 2018-04-17 |
| Reporting date | 2017-12-31 |
| File | View File |
Filings since 2018-04-17
| Form type | X-17A-5/A |
| File number | 008-48313 |
| Filing date | 2018-04-17 |
| Reporting date | 2016-12-31 |
| File | View File |
Filings since 2018-03-01
| Form type | X-17A-5 |
| File number | 008-48313 |
| Filing date | 2018-03-01 |
| Reporting date | 2017-12-31 |
| File | View File |
Filings since 2018-01-11
| Form type | MA-A |
| File number | 867-01918 |
| Filing date | 2018-01-11 |
| Reporting date | 2017-12-31 |
| File | View File |
Filings since 2017-03-22
| Form type | MA-A |
| File number | 867-01918 |
| Filing date | 2017-03-22 |
| Reporting date | 2016-12-31 |
| File | View File |
Filings since 2017-03-01
| Form type | X-17A-5 |
| File number | 008-48313 |
| Filing date | 2017-03-01 |
| Reporting date | 2016-12-31 |
| File | View File |
Filings since 2016-03-14
| Form type | MA-A |
| File number | 867-01918 |
| Filing date | 2016-03-14 |
| Reporting date | 2015-12-31 |
| File | View File |
Filings since 2016-03-01
| Form type | X-17A-5 |
| File number | 008-48313 |
| Filing date | 2016-03-01 |
| Reporting date | 2015-12-31 |
| File | View File |
Filings since 2015-09-28
| Form type | MA |
| File number | 867-01918 |
| Filing date | 2015-09-28 |
| File | View File |
Filings since 2015-09-28
| Form type | MA-I |
| File number | 868-05026 |
| Filing date | 2015-09-28 |
| File | View File |
Filings since 2015-03-02
| Form type | FOCUSN |
| File number | 008-48313 |
| Filing date | 2015-03-02 |
| Reporting date | 2014-12-31 |
| File | View File |
Filings since 2015-03-02
| Form type | X-17A-5 |
| File number | 008-48313 |
| Filing date | 2015-03-02 |
| Reporting date | 2014-12-31 |
| File | View File |
Filings since 2014-02-28
| Form type | FOCUSN |
| File number | 008-48313 |
| Filing date | 2014-02-28 |
| Reporting date | 2013-12-31 |
| File | View File |
Filings since 2014-02-28
| Form type | X-17A-5 |
| File number | 008-48313 |
| Filing date | 2014-02-28 |
| Reporting date | 2013-12-31 |
| File | View File |
Filings since 2013-02-28
| Form type | X-17A-5 |
| File number | 008-48313 |
| Filing date | 2013-02-28 |
| Reporting date | 2012-12-31 |
| File | View File |
Filings since 2012-02-28
| Form type | FOCUSN |
| File number | 008-48313 |
| Filing date | 2012-02-28 |
| Reporting date | 2011-12-31 |
| File | View File |
Filings since 2012-02-28
| Form type | X-17A-5 |
| File number | 008-48313 |
| Filing date | 2012-02-28 |
| Reporting date | 2011-12-31 |
| File | View File |
Filings since 2011-02-28
| Form type | FOCUSN |
| File number | 008-48313 |
| Filing date | 2011-02-28 |
| Reporting date | 2010-12-31 |
| File | View File |
Filings since 2011-02-28
| Form type | X-17A-5 |
| File number | 008-48313 |
| Filing date | 2011-02-28 |
| Reporting date | 2010-12-31 |
| File | View File |
Filings since 2010-02-25
| Form type | FOCUSN |
| File number | 008-48313 |
| Filing date | 2010-02-25 |
| Reporting date | 2009-12-31 |
| File | View File |
Filings since 2010-02-25
| Form type | X-17A-5 |
| File number | 008-48313 |
| Filing date | 2010-02-25 |
| Reporting date | 2009-12-31 |
| File | View File |
Filings since 2009-03-02
| Form type | FOCUSN |
| File number | 008-48313 |
| Filing date | 2009-03-02 |
| Reporting date | 2008-12-31 |
| File | View File |
Filings since 2009-03-02
| Form type | X-17A-5 |
| File number | 008-48313 |
| Filing date | 2009-03-02 |
| Reporting date | 2008-12-31 |
| File | View File |
Filings since 2008-02-29
| Form type | FOCUSN |
| File number | 008-48313 |
| Filing date | 2008-02-29 |
| Reporting date | 2007-12-31 |
| File | View File |
Filings since 2008-02-29
| Form type | X-17A-5 |
| File number | 008-48313 |
| Filing date | 2008-02-29 |
| Reporting date | 2007-12-31 |
| File | View File |
Filings since 2007-02-26
| Form type | FOCUSN |
| File number | 008-48313 |
| Filing date | 2007-02-26 |
| Reporting date | 2006-12-31 |
| File | View File |
Filings since 2007-02-26
| Form type | X-17A-5 |
| File number | 008-48313 |
| Filing date | 2007-02-26 |
| Reporting date | 2006-12-31 |
| File | View File |
Filings since 2006-03-06
| Form type | FOCUSN |
| File number | 008-48313 |
| Filing date | 2006-03-06 |
| Reporting date | 2005-12-31 |
| File | View File |
Filings since 2006-03-06
| Form type | X-17A-5 |
| File number | 008-48313 |
| Filing date | 2006-03-06 |
| Reporting date | 2005-12-31 |
| File | View File |
Filings since 2005-02-23
| Form type | X-17A-5 |
| File number | 008-48313 |
| Filing date | 2005-02-23 |
| Reporting date | 2004-12-31 |
| File | View File |
Filings since 2005-02-23
| Form type | FOCUSN |
| File number | 008-48313 |
| Filing date | 2005-02-23 |
| Reporting date | 2004-12-31 |
| File | View File |
Filings since 2004-03-01
| Form type | FOCUSN |
| File number | 008-48313 |
| Filing date | 2004-03-01 |
| Reporting date | 2003-12-31 |
| File | View File |
Filings since 2004-03-01
| Form type | X-17A-5 |
| File number | 008-48313 |
| Filing date | 2004-03-01 |
| Reporting date | 2003-12-31 |
| File | View File |
Filings since 2003-02-25
| Form type | X-17A-5 |
| File number | 008-48313 |
| Filing date | 2003-02-25 |
| Reporting date | 2002-12-31 |
| File | View File |
Filings since 2002-03-01
| Form type | X-17A-5 |
| File number | 008-48313 |
| Filing date | 2002-03-01 |
| Reporting date | 2001-12-31 |
| File | View File |
| Name | Role | Address |
|---|---|---|
| KAPLAN, JED | Agent | 5340 Boca Marina Circle N, Boca Raton, FL 33487 |
| Name | Role | Address |
|---|---|---|
| KAPLAN, JED | Manager | 7000 W. PALMETTO PARK RD., SUITE 501 BOCA RATON, FL 33433 |
| GROSSMAN, STEVEN | Manager | 7000 W. PALMETTO PARK RD, Suite 501 BOCA RATON, FL 33433 |
| Name | Role | Address |
|---|---|---|
| GROSSMAN, STEVEN | Director | 7000 W. PALMETTO PARK RD, Suite 501 BOCA RATON, FL 33433 |
| Event Type | Filed Date | Value | Description |
|---|---|---|---|
| REGISTERED AGENT ADDRESS CHANGED | 2023-03-16 | 5340 Boca Marina Circle N, Boca Raton, FL 33487 | No data |
| CHANGE OF PRINCIPAL ADDRESS | 2020-01-27 | 7000 W. PALMETTO PARK RD., SUITE 501, BOCA RATON, FL 33433 | No data |
| CHANGE OF MAILING ADDRESS | 2020-01-27 | 7000 W. PALMETTO PARK RD., SUITE 501, BOCA RATON, FL 33433 | No data |
| LC AMENDMENT | 2018-08-07 | No data | No data |
| LC AMENDMENT AND NAME CHANGE | 2011-03-28 | SHEARSON FINANCIAL SERVICES, LLC | No data |
| LC NAME CHANGE | 2007-10-01 | LF FINANCIAL, LLC | No data |
| LC NAME CHANGE | 2007-01-03 | LF ROTHSCHILD, LLC | No data |
| CONVERSION | 2006-11-27 | No data | CORPORATION WAS A CONVERSION RESULT. CONVERTING CORPORATION WAS P94000066134. CONVERSION NUMBER 900000060559 |
| Name | Date |
|---|---|
| ANNUAL REPORT | 2025-01-17 |
| ANNUAL REPORT | 2024-02-05 |
| ANNUAL REPORT | 2023-03-16 |
| ANNUAL REPORT | 2022-01-26 |
| ANNUAL REPORT | 2021-02-01 |
| ANNUAL REPORT | 2020-01-27 |
| ANNUAL REPORT | 2019-02-07 |
| LC Amendment | 2018-08-07 |
| ANNUAL REPORT | 2018-01-25 |
| ANNUAL REPORT | 2017-01-10 |
Date of last update: 27 Jan 2025
Sources: Florida Department of State
