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1881 Page Mill Rd Suite 100, Palo Alto, CA 94304 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-08-18 |
| CA | RA | APPROVED | 2026-07-16 |
Branch Locations
1881 Page Mill Rd Ste 100, Palo Alto, CA 94304 • 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 |
|---|---|---|---|---|
| Tandem Private Wealth Llc | Palo Alto | CA | 04/2026 | Present |
| Real Broker Llc | Championsgate | FL | 01/2024 | Present |
| U.S. Finance Group, Llc | Sunny Isles Beach | FL | 05/2022 | Present |
| Informed Choice Insurance Llc | Sun City Center | FL | 12/2024 | Present |
| Skyview Pinnacle, Inc. | Apollo Beach | FL | 11/2025 | 04/2026 |
| Metro International Reality, Pllc. | Sunny Isles Beach | FL | 01/2013 | Present |
Florida Licensed Real Estate Broker Sales Associate & REALTOR®; Real Broker LLC |8291 Champions Gate Blvd, Championsgate, FL 33896; Florida License: BK3388297; Not Investment Related; 100 hours per month; My license affiliation with Real Broker LLC began in January of 2024. I am a real estate agent with my own company Metro International Realty PLLC for tax & expense purposes. I started my company in January of 2013 . I have been self- employed since I was licensed in 2011 as a real estate agent. Florida Licensed Mortgage Loan Officer at U.S. Finance Group, LLC; 14 High Meadow Cir, East Longmeadow, MA 01028; NMLS ID: 2228667; Florida License: LO107488; Not Investment Related; I spend 2 hours a week marketing the mortgage side of my business. I do not do loan processing of any kind. My license is primarily is used for marketing and referral. Florida Licensed Life, Health & Variable Contracts Insurance Agent at Informed Choice Insurance LLC; 1603 Sun City Center Plaza, Suite 1517-C, Sun City Center, Florida 33573; Florida License: G199587, NPN: 21425800; Yes, this is Investment-Related; I spent 1-5 hours per week marketing and discussing Health & Life Insurance Options. This license is used for marketing and referral business.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-09-26 |
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