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 11/29/2025 2:41:03 PM
License Type:
CORPORATION

Name:
Alliance Portfolio Management

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

License ID:
02066955

Expiration Date:
06/19/26

License Status:
LICENSED

Corporation License Issued:
06/20/18

Former Name(s):
NO FORMER NAMES

Main Office:
120 VANTIS DR STE 515
ALISO VIEJO, CA 92656

Licensed Officer(s):
DESIGNATED OFFICER
01096847 - Expiration Date: 06/19/26
Perry, James Roger

DBA
Alliance Portfolio
ACTIVE AS OF 06/20/2018

Branches:
NO CURRENT BRANCHES

Comment:
NO DISCIPLINARY ACTION

NO OTHER PUBLIC COMMENTS

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