Capital Flow Monitor · Placement agents
Todd Mezrah
Registered representative · Lion Street Financial · CRD 2313891
Real-estate raises
0
Lodging raises
0
All raises seen
3
Total offered
$0
Licensed / soliciting in: AZ CO FL MD
Raises placed
| Filed | Issuer | Industry | Rule | Offering | % sold |
|---|---|---|---|---|---|
| 2026-06-23 | JOHN HANCOCK VARIABLE LIFE ACCOUNT PPM1-V MA | Pooled Investment Fund / Other Investment Fund | 506(c) | — | — |
| 2025-11-10 | DELAWARE LIFE VARIABLE ACCOUNT H MA | Other | 506(b) | — | — |
| 2025-10-27 | Protective COLI PPVUL AL | Pooled Investment Fund / Other Investment Fund | 506(b) | — | — |