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5060 North 40Th Street Suite 200, Phoenix, AZ 85018 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2012-01-20 |
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 | 11/2011 | Present |
| Tfo Family Office Partners Formerly Tfo Phoenix, Inc. | Phoenix | AZ | 01/2022 | Present |
(1) TFO-TDC, LLC - Registered Investment Advisor - Investment Related - 1440 Arrowhead Dr, Maumee, OH 43537-4016 -Provide investment related consulting services - Consultant - 11/14/2014 to Present - Less than five hours a month the majority during securities trading hours. (2) for TRAHealth, Inc. dba Latitude Food Allergy Care, not investment related, start date 4/2018, health care services, 570 Price Avenue, Redwood City, CA 94063, investor and member of the Advisory Board, provides guidance on corporate research, product development and marketing activities, 0 Hours per month during business hours. (3) Journal of Wealth Management - Investment Related - 41 Madison Avenue, New York, NY 10010 - The Journal of Wealth Management (JWM) is the only peer-reviewed journal devoted exclusively to original research and practical guidance for high-net-worth investors and family offices. JWM addresses the investment concerns of wealthy families and keeps practitioners abreast of the latest investment strategies in private asset management - Member of the Editorial Board - Since July 2021 - 1 to 5 hours per month devoted to this business, all during business hours - Review and comment on papers authors submit to the journal. (4) Sunburst Union Terrace LLC, Not Investment-related. 10553 E Meadowhill Drive, Scottsdale, AZ 85255; Nature of business - Holding company to receive partnership distributions and / or capital. Position held - Co-Manager; Start date-8/28/2025; Hours worked per month - 0; Hours worked during security trading hours - 0.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1995-02-24 |
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