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One E. Liberty, Suite 504, Reno, NV 89501-2107 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AR | RA | APPROVED | 2023-11-27 |
| KY | RA | APPROVED | 2023-11-27 |
| MD | RA | APPROVED | 2023-11-27 |
| MI | RA | APPROVED | 2023-11-27 |
| MS | RA | APPROVED | 2023-11-27 |
| OK | RA | APPROVED | 2023-11-27 |
| SC | RA | APPROVED | 2023-11-27 |
| VT | RA | APPROVED | 2023-11-27 |
| WI | RA | APPROVED | 2023-11-27 |
| GA | RA | APPROVED | 2015-08-03 |
| MA | RA | APPROVED | 2015-07-16 |
| FL | RA | APPROVED | 2015-07-01 |
| SD | RA | APPROVED | 2015-06-30 |
| VI | RA | APPROVED | 2015-06-30 |
| ND | RA | APPROVED | 2015-06-29 |
| NM | RA | APPROVED | 2015-06-26 |
| WV | RA | APPROVED | 2015-06-25 |
| NJ | RA | APPROVED | 2015-06-23 |
| AL | RA | APPROVED | 2015-06-22 |
| AK | RA | APPROVED | 2015-06-22 |
| CA | RA | APPROVED | 2015-06-22 |
| CO | RA | APPROVED | 2015-06-22 |
| CT | RA | APPROVED | 2015-06-22 |
| DE | RA | APPROVED | 2015-06-22 |
| HI | RA | APPROVED | 2015-06-22 |
| ID | RA | APPROVED | 2015-06-22 |
| IL | RA | APPROVED | 2015-06-22 |
| IN | RA | APPROVED | 2015-06-22 |
| IA | RA | APPROVED | 2015-06-22 |
| KS | RA | APPROVED | 2015-06-22 |
| LA | RA | APPROVED | 2015-06-22 |
| ME | RA | APPROVED | 2015-06-22 |
| MN | RA | APPROVED | 2015-06-22 |
| MO | RA | APPROVED | 2015-06-22 |
| MT | RA | APPROVED | 2015-06-22 |
| NE | RA | APPROVED | 2015-06-22 |
| NH | RA | APPROVED | 2015-06-22 |
| NC | RA | APPROVED | 2015-06-22 |
| OH | RA | APPROVED | 2015-06-22 |
| OR | RA | APPROVED | 2015-06-22 |
| PA | RA | APPROVED | 2015-06-22 |
| PR | RA | APPROVED | 2015-06-22 |
| RI | RA | APPROVED | 2015-06-22 |
| TX | RA | APPROVED | 2015-06-22 |
| UT | RA | APPROVED | 2015-06-22 |
| VA | RA | APPROVED | 2015-06-22 |
| WA | RA | APPROVED | 2015-06-22 |
| NV | RA | APPROVED | 2015-06-02 |
Branch Locations
1345 6Th Ave 2Nd Floor, New York, NY 10105 • United States
One E. Liberty, Suite 504, Reno, NV 89501-2107 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Navellier & Associates, Inc. | Reno | NV | 04/2015 | Present |
| Realty Mogul, Co. | Los Angeles | CA | 10/2017 | Present |
| North Capital Private Securities | Salt Lake City | UT | 10/2017 | 08/2020 |
| Rm Securities, Llc | Rochester | NY | 07/2023 | Present |
(1) Navellier and Associates.; April 2015 to present; Reno, NV; Senior Director, Private Client Group; 20 hours/month, all during market hours; Investment related (2) RealtyMogul Commercial Capital Co.; 08/23/2024; 10573 W Pico Blvd., #603. Los Angeles, CA 90064; Title: Acquisitions Consultant; Duties: Perform certain consulting services solely in connection with fee simple real estate / property purchases by clients of Realty Mogul Commercial Capital, Co.; Investment Related; Estimated Time: <5 hours per month (3) RealtyMogul Co.; 08/02/2024; 10573 W Pico Blvd., #603. Los Angeles, CA 90064; Title: Consultant; Duties: Activities include assisting the Company and its subsidiaries, as applicable, with administrative and technology customer support services. Services and activities do not include actually or prospectively making investments in or transacting in securities.; Investment Related; Estimated Time: 5 hours per month
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2023-10-23 |
| S65 | Uniform Investment Adviser Law Examination | 2015-05-29 |
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