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Christopher Jorge Lazaro

Tandem Private Wealth, LLC

Palo Alto, CA

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Current Employers
Tandem Private Wealth, Llc

1881 Page Mill Rd Suite 100, Palo Alto, CA 94304 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2026-08-18
CA RA APPROVED 2026-07-16
  • FL RA
    APPROVED
    Since 2026-08-18
  • CA RA
    APPROVED
    Since 2026-07-16

Branch Locations

1881 Page Mill Rd Ste 100, Palo Alto, CA 94304 • United States

Disclosures

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.

  • Regulatory action No
  • Criminal No
  • Bankruptcy Yes
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
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
  • 04/2026 → Present
    Palo Alto, CA
  • 01/2024 → Present
    Real Broker Llc
    Championsgate, FL
  • 05/2022 → Present
    U.S. Finance Group, Llc
    Sunny Isles Beach , FL
  • 12/2024 → Present
    Informed Choice Insurance Llc
    Sun City Center, FL
  • 11/2025 → 04/2026
    Skyview Pinnacle, Inc.
    Apollo Beach, FL
  • 01/2013 → Present
    Metro International Reality, Pllc.
    Sunny Isles Beach, FL
Previous Registrations
  • 2025-12-22 → 2026-04-13
    Apollo Beach, FL
    Sunny Isles Beach, FL
Other Businesses

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.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-09-26
  • S65 Uniform Investment Adviser Law Examination
    2025-09-26

View on SEC IAPD

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