{"url":"https://nivawealth.com/firms/mark-sheptoff-financial-planning-108742","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/108742","regulatoryAum":466529463,"crd":"108742","history":[{"filedOn":"2021-03-29","regulatoryAum":353318972,"clients":240,"employees":3,"offices":1},{"filedOn":"2022-04-01","regulatoryAum":411427392,"clients":252,"employees":3,"offices":1},{"filedOn":"2023-03-31","regulatoryAum":376273009,"clients":235,"employees":3,"offices":1},{"filedOn":"2024-03-26","regulatoryAum":405921864,"clients":234,"employees":3,"offices":1},{"filedOn":"2025-03-27","regulatoryAum":427998961,"clients":236,"employees":3,"offices":1},{"filedOn":"2026-03-30","regulatoryAum":466529463,"clients":252,"employees":3,"offices":1}],"secFileNumber":"801-57744","legalName":"Mark Sheptoff Financial Planning LLC","displayName":"Mark Sheptoff Financial 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