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Updated almost 3 years ago,

Daren Blonski's profile image
Daren Blonski's profile image
Daren Blonski
  • Member since Apr 7, 2022
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Daren Blonski's profile image
Daren Blonski's profile image
Daren Blonski
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Daren Blonski
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Private Lending & Conventional Mortgage Advice

Hard Money Match Making in CA

Daren Blonski
Posted

Hard Money Match Making - If an advisor connects clients with other clients to provide hard money loans are his or her securities licenses sufficient? Would he she need to be licensed with DRE?

-Investment advisor resides in California and is licensed as an RIA with the SEC.

-Advisor would be collecting a fee for arranging the relationship and intimately involved in negotiating terms.

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