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James Theodore Tegeler

Tfo Family Office Partners

Phoenix, AZ

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Current Employers
Tfo Family Office Partners

5060 North 40Th Street Suite 200, Phoenix, AZ 85018 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2022-04-05
AZ RA APPROVED 2022-03-14
  • TX RA
    APPROVED
    Since 2022-04-05
  • AZ RA
    APPROVED
    Since 2022-03-14

Branch Locations

5060 North 40Th Street Suite 200, Phoenix, AZ 85018 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Laird Norton Wealth Management Seattle WA 04/2011 03/2018
Laird Norton Wealth Management Seattle WA 03/2018 12/2021
Tfo Family Office Partners Formerly Tfo Phoenix, Inc. Phoenix AZ 03/2022 Present
  • 04/2011 → 03/2018
    Laird Norton Wealth Management
    Seattle, WA
  • 03/2018 → 12/2021
    Laird Norton Wealth Management
    Seattle, WA
  • 03/2022 → Present
    Tfo Family Office Partners Formerly Tfo Phoenix, Inc.
    Phoenix, AZ
Previous Registrations
  • 2010-04-19 → 2022-01-05
    Lnw
    Seattle, WA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2010-04-16
S63 Uniform Securities Agent State Law Examination 1998-01-08
  • S65 Uniform Investment Adviser Law Examination
    2010-04-16
  • S63 Uniform Securities Agent State Law Examination
    1998-01-08
Designations
Other Names
  • Jim Theodore Tegeler
  • James Tegeler
  • Jim Tegeler

View on SEC IAPD

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