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535 Middlefield Road Suite 160, Menlo Park, CA 94025 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2022-05-16 |
Branch Locations
535 Middlefield Road Suite 160, Menlo Park, CA 94025 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Family Wealth Consutling Group | San Jose | CA | 08/2021 | 05/2022 |
| Lonestar Home Loans | Morgan Hill | CA | 03/2018 | 06/2018 |
| Finance Of America Mortgage | Morgan Hill | CA | 09/2018 | 01/2025 |
| Commerce Home Mortgage | Morgan Hill | CA | 06/2018 | 09/2018 |
| Opes Wealth Management | Menlo Park | CA | 05/2022 | Present |
| Opes Advisors | Morgan Hill | CA | 08/2013 | 03/2018 |
Name of business: Cross Country Mortgage; Non-Investment Related; 2 Lower Ragsdale Drive, Suite 130 Monterey, CA 93940; Mortgage Loans; Mortgage Advisor; Start Date 02/01/2025; 120 hours/month devoted to business; 80 hours/month during trading hours; assist client with home loans.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-10-15 |
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