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 appears in regulatory records as SEC-registered since 2007. Ownership is listed as a combination of a domestic entity and an individual. The firm’s classification in the data set is "unclassified," which indicates it has not been categorized into one of the standard adviser types in the FINTRX snapshot. The FINTRX flags describe several operational attributes: Shopoff Securities is not identified as a capital allocator, not an active ESG investor, not a multi-state adviser, not newly formed, and not a pension consultant or related adviser. The record does not assign other business or advisory activity categories in the snapshot.
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 2William Shopoff
President, CEOCRD 1273471

Jo Merriman
Chief Operating OfficerCRD 7346895
Contacts
3 of 6
Edward Breen
Regional Vice PresidentCRD 2119699
Ivana Shumberg
FinOpCRD 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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