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Opes Advisors Disclosures and License Information

Opes Advisors is an Equal Housing Opportunity Lender. We fully comply with the Equal Credit Opportunity Act (ECOA) and all other Federal regulations.

Applicants applying for a mortgage from Opes Advisors will be treated equally, regardless of race, color, national origin, religion, sex, disability, and familial status (i.e. presence of children in the household). While the Fair Housing Act does not specifically include sexual orientation and gender identity, we are committed to providing equal access and the same quality lending experience to lesbian, gay, bisexual, and transgender (LGBT) persons.


Financial and Investment Advice

Opes Advisors is a registered investment advisor with the Securities and Exchange Commission (SEC). For any branch doing business as Opes Advisors, financial advice and investment services are provided by Opes Advisors.

Please Note: Opes Advisors’ licensed mortgage professionals do not provide investment-related services or advice. If a client desires investment advisory services, the client must engage Opes Advisors separately, on an additional fee basis, per the terms and conditions of an Investment Advisory Agreement.


State Licenses

Opes Advisors is a licensed mortgage lender. Some states require specific licensing information, which is found below:


  • Opes Advisors — NMLS 235584
  • California — CA Department of Business Oversight under the California Residential Mortgage Lending Act, License # 4150089, CA Bureau of Real Estate 01458652. Residential loans will be made pursuant to the California Residential Mortgage Lending Act
  • Colorado — CO Registration Regulated by the Division of Real Estate
  • Idaho — MBL8530
  • Montana — Mortgage Lender License #235584
  • Oregon — ML4902
  • Washington — CL1178435
  • Wyoming — #2667


Link to the NMLS site for more information:


Information accurate as of: 11/16/2016


Corporate Headquarters: 19330 Stevens Creek Blvd., Cupertino CA 95014 | Phone: 408-831-5000 | Toll Free: 877-700-6737