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5060 North 40Th Street Suite 200, Phoenix, AZ 85018 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-12-17 |
| AZ | RA | APPROVED | 2012-01-12 |
Branch Locations
5060 North 40Th Street Suite 200, Phoenix, AZ 85018 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
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.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2007-03-29 |
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