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.
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License information taken from records of the Department of Real Estate on 12/6/2025 10:31:11 PM
License Type:
CORPORATION

Name:
Opes Advisors Inc

Mailing Address:
19330 STEVENS CREEK BLVD
CUPERTINO, CA 95014

License ID:
01458652

Expiration Date:
10/17/20

License Status:
EXPIRED

Corporation License Issued:
10/18/04

Former Name(s):
NO FORMER NAMES

Main Office:
NO CURRENT MAIN OFFICE ADDRESS ON FILE

Licensed Officer(s):
DESIGNATED OFFICER
01033475 - Expiration Date: 10/17/20
McHan, Susan Kay
OFFICER LICENSE EXPIRED AS OF 07/01/21

01022892 - Expiration Date: 10/17/08
Watson, Donald Edward
OFFICER LICENSE EXPIRED AS OF 10/18/08

DBA
Absolute Mortgage
ACTIVE FROM 04/16/2008 TO 06/30/2021

Absolute Mortgage Banking
ACTIVE FROM 08/22/2008 TO 06/30/2021

All California Mortgage
ACTIVE FROM 09/08/2009 TO 03/20/2012

BNL Mortgage Advisors
ACTIVE FROM 04/08/2009 TO 01/19/2012

Chestnut Mortgage
ACTIVE FROM 01/26/2009 TO 01/19/2012

Condo Dealz
ACTIVE FROM 09/08/2009 TO 05/05/2014

GT Financial
ACTIVE FROM 06/28/2010 TO 03/20/2012

Holmgren and Associates
ACTIVE FROM 07/19/2011 TO 04/24/2014

Landmark Mortgage Group
ACTIVE FROM 01/25/2010 TO 06/30/2021

Marquis Mortgage Group
ACTIVE FROM 01/19/2010 TO 02/28/2010

Norcal Home Loans
ACTIVE FROM 11/23/2009 TO 01/19/2012

OA Mortgage Services
ACTIVE FROM 03/05/2008 TO 06/30/2021

Opes Advisors
ACTIVE FROM 11/15/2011 TO 06/30/2021

Pro-Line
ACTIVE FROM 03/09/2012 TO 04/24/2014

Pro-Line Mortgage
ACTIVE FROM 03/09/2012 TO 04/24/2014

RallyPoint Financial
ACTIVE FROM 08/05/2009 TO 02/08/2010

Sage Financial Services
ACTIVE FROM 10/22/2008 TO 06/30/2021

Sage Mortgage Services
ACTIVE FROM 10/10/2008 TO 06/30/2021

Samuel Scott Financial Group
ACTIVE FROM 09/23/2011 TO 06/30/2021

Terra Mortgage Banking
ACTIVE FROM 11/09/2009 TO 06/30/2021

NO CURRENT DBAS

Branches:
NO CURRENT BRANCHES

Comment:
NO DISCIPLINARY ACTION

09/17/20 - Corporation license expiration date extended until 6/30/21 pursuant to Executive Order No. N-83-20.

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