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.
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License information taken from records of the Department of Real Estate on 11/29/2025 2:40:50 PM
License Type:
CORPORATION

Name:
Alliance Portfolio Private Equity
Finance

Mailing Address:
120 VANTIS STE 515
ALISO VIEJO, CA 92656

License ID:
01868859

Expiration Date:
07/22/21

License Status:
EXPIRED

Corporation License Issued:
07/23/09

Former Name(s):
NO FORMER NAMES

Main Office:
NO CURRENT MAIN OFFICE ADDRESS ON FILE

Licensed Officer(s):
DESIGNATED OFFICER
01096847 - Expiration Date: 07/22/21
Perry, James Roger
OFFICER LICENSE EXPIRED AS OF 07/23/21

DBA
Alliance Portfolio
ACTIVE FROM 01/26/2017 TO 07/22/2021

AlliancePortfolio.com
ACTIVE FROM 01/26/2017 TO 07/22/2021

APPEF
ACTIVE FROM 01/26/2017 TO 07/22/2021

NO CURRENT DBAS

Branches:
NO CURRENT BRANCHES

Comment:
NO DISCIPLINARY ACTION

NO OTHER PUBLIC COMMENTS

>>>> Public information request complete <<<<