Clayton Jeffrey Caupp

$5.04B regulatory AUM 14 advisory clients

Reported services (Item 5G)

From the firm’s Form ADV. Read the guides:

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

Current Registrations

Authority	Category	Status	Date
AZ	RA	APPROVED	2022-02-23

Branch Locations

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

Organization	City	State	From	To
Templeton Financial Services	Chandler	AZ	11/2016	05/2017
International Baptist College & Seminary	Chandler	AZ	05/2017	08/2017
Templeton Financial Services	Chandler	AZ	08/2017	05/2019
Templeton Financial Services	Chandler	AZ	05/2019	03/2021
Sabbatical	Chandler	AZ	04/2021	04/2021
Student	Chandler	AZ	06/2011	11/2016
Tandem Wealth Advisors Llc	Phoenix	AZ	05/2021	02/2022
Tfo Family Office Partners Formerly Tfo Phoenix, Inc.	Phoenix	AZ	02/2022	07/2024
Tfo Family Office Partners Formerly Tfo Phoenix, Inc.	Phoenix	AZ	07/2024	Present

11/2016 → 05/2017

Templeton Financial Services

Chandler, AZ
05/2017 → 08/2017

International Baptist College & Seminary

Chandler, AZ
08/2017 → 05/2019

Templeton Financial Services

Chandler, AZ
05/2019 → 03/2021

Templeton Financial Services

Chandler, AZ
04/2021 → 04/2021

Sabbatical

Chandler, AZ
06/2011 → 11/2016

Student

Chandler, AZ
05/2021 → 02/2022

Tandem Wealth Advisors Llc

Phoenix, AZ
02/2022 → 07/2024

Tfo Family Office Partners Formerly Tfo Phoenix, Inc.

Phoenix, AZ
07/2024 → Present

Tfo Family Office Partners Formerly Tfo Phoenix, Inc.

Phoenix, AZ

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2020-07-27

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