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5060 North 40Th Street Suite 200, Phoenix, AZ 85018 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-02-15 |
| AZ | RA | APPROVED | 2021-08-31 |
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 | 06/2021 | 12/2022 |
| Grand Canyon Education | Phoenix | AZ | 06/2020 | 04/2021 |
| Grand Canyon University | Phoenix | AZ | 01/2020 | 04/2020 |
| Grand Canyon University | Phoenix | AZ | 08/2019 | 01/2020 |
| Mesa Community College | Mesa | AZ | 01/2019 | 05/2019 |
| Mesa Community College | Mesa | AZ | 08/2017 | 01/2019 |
| N/A | Rio Grande Do Sul | 01/2011 | 08/2017 | |
| Tfo Family Office Partners Formerly Tfo Phoenix, Inc. | Phoenix | AZ | 01/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-05-08 |
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