Licensing and Service Disclosures

Last updated: February 01, 2026
Bastion Advisory Services is committed to operating with full transparency and regulatory compliance. This page provides our licensing information, regulatory credentials, and important disclosures to help you verify our qualifications and understand how we're regulated.

Mortgage Brokerage Licensing

Bastion Advisory Services LLC is a licensed mortgage broker operating under the following credentials:

Company Information:
Business Name: Bastion Advisory Services LLC
NMLS ID: #2807433

‍Licensed States: Idaho

‍Regulatory Authority: Idaho Department of Finance | Website: finance.idaho.gov

‍Consumer Complaints: (208) 332-8000

‍Individual Loan Originator:
Name: David M. Vicini
NMLS ID: #2558489
Licensed States: California, Idaho

Idaho Real Estate Broker of Record: #DB58866

California residential mortgage loans are originated through Bastion Ventures CA Inc., an affiliated entity under common ownership and control

Business Name: Bastion Ventures CA Inc.
License Type: California Real Estate Brokerage with Mortgage Loan Originator Endorsement
CA DRE Corp License: #02217835
NMLS ID: #2638751
Regulatory Authority: California Department of Real Estate
Website: dre.ca.gov
Consumer Complaints: (877) 373-4542

Broker of Record: David M. Vicini

CA Real Estate Broker License: #01711259

Verify Our Credentials

You can verify our mortgage licensing credentials and review our regulatory history through the Nationwide Mortgage Licensing System (NMLS) Consumer Access website:

NMLS Consumer Access: www.nmlsconsumeraccess.org

To look up our license information:

  1. Visit www.nmlsconsumeraccess.org
  2. Search by NMLS ID #2807433 (company) or #2558489 (individual)
  3. Review licensing status, states licensed, and regulatory history

Securities Licensing

David M. Vicini holds active securities licenses through Pinnacle Capital Securities, LLC, a FINRA-registered broker-dealer.

Firm: Pinnacle Capital Securities, LLC
Registered Representative: David M. Vicini
Active FINRA Licenses: Series 7, 24, 63, 65, 79, 82
Member: FINRA/SIPC

Verify Securities Credentials:
FINRA BrokerCheck: brokercheck.finra.org

Important Note: Bastion Advisory Services LLC is not a registered broker-dealer or investment advisor. Securities and advisory services are provided through separately registered entities. Bastion Advisory Services provides fractional executive consulting and family office coordination services, which are advisory in nature and do not constitute investment advice or securities brokerage.

Important Mortgage Disclosures

This Is Not an Offer to Lend

The information on this website does not constitute an offer to lend or extend credit. All loan applications are subject to credit approval, appraisal, income verification, and program eligibility requirements. Not all applicants will qualify.

Loan Terms and Availability

Loan terms, interest rates, and programs are subject to change without notice and may not be available in all states or for all loan amounts. Program restrictions, conditions, and additional requirements may apply.

No Rate Guarantees

We do not promise or guarantee specific interest rates or loan terms until formal disclosures are issued by the lender. Rates and terms are determined by the lender based on your creditworthiness, property characteristics, and current market conditions.

State-Specific Availability

Mortgage brokerage services are only available in states where Bastion Advisory Services LLC or its affiliated entities (Bastion Ventures CA Inc.) are properly licensed. Currently licensed in: California (through Bastion Ventures CA Inc.) and Idaho.

Third-Party Lender Relationships

We work exclusively with a select group of pre-approved wholesale lenders. We do not originate loans directly—we act as a broker facilitating the connection between borrowers and lenders.

Fee Structure

Unlike traditional mortgage brokers who charge percentage-based fees (typically 1-2% of loan amount), Bastion uses a transparent hourly-rate model packaged by transaction type. Fees are disclosed upfront and agreed upon before services begin.

Equal Housing Opportunity

Bastion Advisory Services LLC and Bastion Ventures CA Inc. comply with federal and state fair housing and equal credit opportunity laws. We do not discriminate on the basis of race, color, religion, national origin, sex, marital status, age, disability, familial status, sexual orientation, or source of income.

Privacy and Data Protection

We are committed to protecting your personal and financial information. Please review our Privacy Policy for details on how we collect, use, and safeguard your data.

‍Contact Us

If you have questions about this Licensing and Service Disclosures, please contact us:

Bastion Advisory Services LLC
1093 East Iron Eagle Drive, Ste 125
Eagle, ID 83616

(208) 629-8356
Email: info@bastionasg.com
Website: www.bastionasg.com