Jo A. Merriman
Professional summary
Jo Alma Merriman, who also goes by Jo Dillon, Jo Strapp, is a registered financial professional currently at SHOPOFF SECURITIES, INC. located in Irvine, California.
Jo is registered as a RR (Registered Representative) and started their career in finance in 2021. Jo has worked at 1 firm and has passed the Series 7TO, SIE and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - BD
Click below to view Jo Alma Merriman's CRS (Customer Relationship Summary).
Certified licenses
Experience
December 9, 2021 - Present
SHOPOFF SECURITIES, INC.
Office #1: 18565 Jamboree Road Suite 200, Irvine, CA 92612State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Exams
Series 7TO
Date: 12/9/2021
General Securities Representative ExaminationFINRA
Current Firm
SHOPOFF SECURITIES, INC.
CRD#: 142866 / SEC#: , 8-67499
Contact information
FINRA licenses (51 States and Territories)
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| THE SHOPOFF REVOCABLE TRUST DATED 8/12/2004 | OWNER | |
| MERRIMAN, JO ALMA | CHIEF OPERATING OFFICER | 7346895 |
| SHOPOFF, CINDY MILAM | TRUSTEE | 5380583 |
| SHOPOFF, WILLIAM ANTHONY | CHIEF COMPLIANCE OFFICER / AML-CO | 1273471 |
| SHOPOFF, WILLIAM ANTHONY | PRESIDENT/CEO | 1273471 |
| SHOPOFF, WILLIAM ANTHONY | TRUSTEE | 1273471 |
| SHUMBERG, IVANA M | FINOP | 3167225 |
Red Flags
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