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1440 Arrowhead Drive, Maumee, OH 43537 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2016-06-17 |
Branch Locations
5060 North 40Th Street, Phoenix, AZ 85018 • United States
1440 Arrowhead Drive, Maumee, OH 43537 • United States
5060 North 40Th Street Suite 200, Phoenix, AZ 85018 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2016-06-17 |
| TX | RA | APPROVED | 2016-06-02 |
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 Family Office Partners Formerly Tfo Phoenix, Inc. | Phoenix | AZ | 06/2016 | 12/2025 |
| Tfo Wealth Partners Formerly Tfo-Tdc, Llc | Phoenix | AZ | 06/2016 | Present |
| Tfo Family Office Partners Formerly Tfo Phoenix, Inc. | Phoenix | AZ | 01/2022 | Present |
(1) TFO TRUST COMPANY, LLC 212 S. MAIN AVE., SUITE 145 SIOUX FALLS, SD 57104 INVESTMENT RELATED TRUST COMPANY BOARD MEMBER AND VICE PRESIDENT AS OF 12/2017 0-10 HOURS PER MONTH ALL OF WHICH ARE DURING SECURITIES TRADING HOURS. (2) DONALD AND CHRISTA SCOTT, 525 W. LAKESIDE DRIVE, #121, TEMPE, AZ 85281, NOT INVESTMENT RELATED, OVERSEE PROPERTY MANAGER OF RENTAL RESIDENTIAL PROPERTY AS OF 9/2018, 1-5 HOURS PER MONTH ALL OF WHICH ARE DURING NON-BUSINESS HOURS. (3) Liberte Ventures, LLC, Not Investment-related. 201 W. Lamar Rd, Phoenix, AZ 85013; Nature of business - Holding company to receive partnership distributions and / or capital. Position held - Manager/Member; Start date-8/27/25; Hours worked per month - 0; Hours worked during security trading hours - 0.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-05-19 |
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