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27131 Calle Arroyo Suite 1722, San Juan Capistrano, CA 92675 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APP_PEND_IARCE | 2026-01-01 |
Branch Locations
27131 Calle Arroyo Suite 1722, San Juan Capistrano, CA 92675 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Gap Fin. Inc/Service One Mortgage | San Juan Capistrano | CA | 04/2003 | Present |
| Insurance Sales-Service One Financial | San Juan Capistrano | CA | 07/2008 | Present |
| Gap Financial, Inc. Dba Service One Financial | San Juan Capistrano | CA | 01/2009 | Present |
| Service One Financial | San Juan Capistrano | CA | 02/2009 | Present |
GAP FINANCIAL INC., DBA: SERVICE ONE MORTGAGE=NON-INVESTMENT RELATED 80 HRS/MONTH BROKER FOR RESIDENTIAL AND COMMERCIAL REAL ESTATE. SERVICE ONE FINANCIAL=INVESTMENT RELATED 100+ HRS/MONTH SALE OF VARIABLE ANNUITIES, FIXED LIFE, VARIABLE LIFE, HEALTH AND DISABILITY INSURANCE. SERVICE ONE FINANCIA=RIA BUSINESS PROCESSED THROUGH TD AMERITRADE. SERVICE ONE FINANCE=NON-INVESTMENT RELATED 80HRS/MONTH MORTGAGE CONSULTING AND MORTGAGE SERVICES.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1984-01-04 |
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