Best Investors Account Sign in
Inactive

Mason Gabriel Longstreth

Tfo Family Office Partners

Phoenix, AZ

Claim This Profile
Current Employers
Tfo Family Office Partners

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2024-12-17
AZ RA APPROVED 2012-01-12
  • TX RA
    APPROVED
    Since 2024-12-17
  • AZ RA
    APPROVED
    Since 2012-01-12

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
Tfo Phoenix, Inc. Phoenix AZ 12/2011 12/2018
Tfo Family Office Partners Formerly Tfo Phoenix, Inc. Phoenix AZ 01/2019 12/2025
Tfo Family Office Partners Formerly Tfo Phoenix, Inc. Phoenix AZ 01/2022 Present
Tfo Family Office Partners Formerly Tfo Phoenix, Inc. Phoenix AZ 12/2025 Present
  • 12/2011 → 12/2018
    Tfo Phoenix, Inc.
    Phoenix, AZ
  • 01/2019 → 12/2025
    Tfo Family Office Partners Formerly Tfo Phoenix, Inc.
    Phoenix, AZ
  • 01/2022 → Present
    Tfo Family Office Partners Formerly Tfo Phoenix, Inc.
    Phoenix, AZ
  • 12/2025 → Present
    Tfo Family Office Partners Formerly Tfo Phoenix, Inc.
    Phoenix, AZ
Previous Registrations
  • 2008-02-21 → 2011-12-12
    Greenwich, CT
  • 2007-05-03 → 2008-05-01
    Inlign Wealth Management, Llc
    Phoenix, AZ
Other Businesses

1. MASON G. LONGSTRETH, CPA; 8006 W. WILLIAMS ROAD, PEORIA, AZ 85383; SOLE PROPRIETOR AS OF 12/22/2011; NON-INVESTMENT RELATED; TAX PREPARATION SERVICE; DEDICATES APPROXIMATELY 3-5 HOURS PER MONTH, 0 HOURS DURING SECURITIES TRADING HOURS. 2. Whispering Lore, LLC, Not Investment-related. 8006 W. Williams Road, Peoria AZ 85383. Nature of business - Holding company to receive partnership distributions and / or capital. Position held - Manager and Statutory Agent; Start date-8/21/25. Hours worked per month - 0; Hours worked during security trading hours - 0. 3. Mason and Holly Longstreth, Not Investment-related, 510 Jones Road, Roseburg, OR 97471, Nature of business: Land lease to a local rancher, Position: Co-Owner, Start date-10/07/2025, Hours business and non-business: both zero. Compensation: Less than $7k annually.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2007-03-29
  • S65 Uniform Investment Adviser Law Examination
    2007-03-29
Designations

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Phoenix, AZ

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor