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5060 North 40Th Street Suite 200, Phoenix, AZ 85018 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2016-12-02 |
| 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 Family Office Partners Formerly Tfo Phoenix, Inc. | Phoenix | AZ | 01/2014 | 12/2025 |
| Tfo Family Office Partners Formerly Tfo Phoenix, Inc. | Phoenix | AZ | 06/2020 | Present |
| Tfo Family Office Partners Formerly Tfo Phoenix, Inc. | Phoenix | AZ | 01/2022 | Present |
1. Soi 12, LLC, Not Investment-related. 6722 E Sharon Drive, Scottsdale, AZ 85254; Nature of business - Holding company to receive partnership distributions and / or capital. Position held - Manager; Start date-9/27/25; Hours worked per month - 0; Hours worked during security trading hours - 0.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2005-12-08 |
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