Shopoff Securities, Inc.
Firm details
- Headquarters
- Irvine, California
- CRD number
- 142866
- Registered since
- May 29, 2007
- Website
- www.shopoff.com
Firm profile
FINTRXOverview
Shopoff Securities, Inc. is a corporate financial entity that registered with the SEC in 2007. FINTRX classifies the firm as unclassified; ownership is listed as a combination of a domestic entity and an individual. The firm is not identified as a capital allocator and is not flagged as an active ESG investor. FINTRX metadata also notes it is not a multi-state adviser, not newly formed, not a pension consultant, and has no related adviser designation.
Assets & Accounts
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
2 of 2
William Shopoff
President, CEOCRD 1273471
Jo Merriman
Chief Operating OfficerCRD 7346895
Contacts
3 of 6
Edward Breen
Regional Vice PresidentCRD 2119699
Ivana Shumberg
PrincipalCRD 3167225
Urszula Szymanski
Compliance DirectorCRD 5238328
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Irvine, CA
Orange
Location
Irvine, CA
Headquartered in Irvine, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.
- Metro area
- Los Angeles-Long Beach, CA
- Region
- West
- County
- Orange
- Address
- 18565 Jamboree Rd
- Time zone
- PT (UTC-8)
- Office locations
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