STATE OF CALIFORNIA
DEPARTMENT OF REAL ESTATE

In reviewing a licensee's information, please be aware that license discipline information may have been removed from a licensee's record pursuant to Business & Professions Code Section 10083.2 (c). However, discipline information may be available from the California Department of Real Estate upon submittal of a request, or by calling the Department's public information line at 1-877-373-4542.
The license information shown below represents public information. It will not reflect pending licensing changes which are being reviewed for subsequent updating. Although the business and mailing addresses of real estate licensees are included, this information is not intended for mass mailing purposes.
Some historical disciplinary action documents may not be in compliance with certain accessibility functions. For assistance with these documents, please contact the Department's Licensing Flag Section.

License information taken from records of the Department of Real Estate on 11/26/2025 12:03:20 AM

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License Type:	CORPORATION
Name:	Sage Financial Services Inc
Mailing Address:	845 OAK GROVE AVENUE STE #210 MENLO PARK, CA 94025
License ID:	01271201
Expiration Date:	05/03/24
License Status:	LICENSED
Corporation License Issued:	12/20/99 (Unofficial -- taken from secondary records)
Former Name(s):	NO FORMER NAMES
Main Office:	750 MENLO AVE #360 MENLO PARK, CA 94025
Licensed Officer(s):	DESIGNATED OFFICER 00878848 - Expiration Date: 05/03/24 Rossi, Theodore Marshall
	00511026 - Expiration Date: 12/19/07 Brown, Robert B Jr OFFICER LICENSE EXPIRED AS OF 12/20/07
	01095100 - Expiration Date: 12/19/07 Rafferty, Janet Ellen OFFICER LICENSE EXPIRED AS OF 12/20/07
DBA	Clay Lewis & Company/Sage Financial Services Inc ACTIVE FROM 10/18/2001 TO 01/02/2002
	NO CURRENT DBAS
Branches:	NO CURRENT BRANCHES
Comment:	NO DISCIPLINARY ACTION
	NO OTHER PUBLIC COMMENTS
	>>>> Public information request complete <<<<