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 organized as a corporation and has been registered with the SEC since 2007. The firm's ownership is listed as a combination of a domestic entity and an individual. Regulatory attributes in the dataset classify the firm as “unclassified” and indicate it does not act as a capital allocator, is not identified as an active ESG investor, and is not designated as a multi-state adviser. It is also not flagged as a pension consultant or as a related adviser.
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
Urszula Szymanski
Compliance DirectorCRD 5238328
Ivana Shumberg
FinOpCRD 3167225
Jon Eastman
Senior Vice PresidentCRD 1085470
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
Similar firms
CPS Financial & Insurance Services, Inc.
Broker-DealerIrvine, CA
Gcmi Securities Corp.
Broker-DealerIrvine, CA
Sutter Securities Incorporated
Broker-DealerIrvine, CA
Griffin Capital Securities, LLC
Broker-DealerIrvine, CA
Western Growers Financial Services
Broker-DealerIrvine, CA
Tickrs Clearing
Broker-DealerIrvine, CA