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5060 North 40Th Street Suite 200, Phoenix, AZ 85018 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2022-06-09 |
| TX | RA | APPROVED | 2022-05-31 |
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 |
|---|---|---|---|---|
| Brown University | Providence | RI | 05/2015 | 08/2019 |
| Dimensional Fund Advisors | Charlotte | NC | 08/2019 | 12/2021 |
| Tfo Family Office Partners Formerly Tfo Phoenix, Inc. | Phoenix | AZ | 01/2022 | Present |
Varsity Tutors ; investment related-yes; 101 S. Hanley Rd., Suite 300, St. Louis, MO 63105; Tutoring services; Tutor as Independent Contractor; Start: 05/2023; 1-5 hours per month during non-business hours; zero hours per month during securities trading hours; Tutor candidates for college entrance exams (SAT and ACT) and CFA exams.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-05-31 |
| S63 | Uniform Securities Agent State Law Examination | 2019-11-18 |
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