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Advisor at TANDEM PRIVATE WEALTH, LLC
Palo Alto, CA
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| TANDEM PRIVATE WEALTH, LLC | State registered | Jul 16, 2026 | n/a | yes | Palo Alto, CA | Current employment |
| SKYVIEW PINNACLE | Former SEC adviser | Dec 22, 2025 | Apr 13, 2026 | no | Sunny Isles Beach, FL|APOLLO BEACH, FL | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| SKYVIEW PINNACLE | TANDEM PRIVATE WEALTH, LLC | Apr 13, 2026 | Jul 16, 2026 | 94 | Firm change | RIA to state RIA |