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300 Fifth Avenue 26Th Floor, Pittsburgh, PA 15222-2722 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2026-02-25 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Terra Capital Markets, Llc | Mahwah | NJ | 11/2015 | 05/2018 |
| Terra Capital Markets, Llc | Mahwah | NJ | 06/2018 | 10/2020 |
| Fidelity Investments | Merrimack | NH | 08/2021 | 08/2022 |
| Unemployed | Hackettstown | NJ | 01/2021 | 08/2021 |
| Shopoff Securities Inc. | Irvine | CA | 08/2022 | 01/2026 |
| Shopoff Realty Investments | Irvine | CA | 08/2022 | 01/2026 |
| Pnc Wealth Management, Llc | Toms River | NJ | 02/2026 | Present |
| Unemployed | Toms River | NJ | 02/2026 | 02/2026 |
| Capital Square | Glen Allen | VA | 02/2026 | 02/2026 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-01-23 |
| S65 | Uniform Investment Adviser Law Examination | 2010-06-28 |
| S63 | Uniform Securities Agent State Law Examination | 2009-04-17 |
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