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5060 North 40Th Street Suite 200, Phoenix, AZ 85018 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2020-01-24 |
| AZ | RA | APPROVED | 2015-12-23 |
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 | 06/2015 | Present |
1) Residential Rental Property, non-investment related, own/manage two different rental properties, 1 - 5 hours during non-business hours, 0 hours during business hours; 2) Grand Canyon Conservancy; not investment related; PO Box 399, Grand Canyon, AZ 86023; serving on the planned giving advisor council; His role is to help guide the Conservancy and provide planning ideas; Start: December 2022; 1-5 hours per month devoted; 1-5 hours per month during securities trading hours; Duties: Attend meetings to learn about GCC and serve as a resource to GCC regarding their philanthropy.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2010-08-16 |
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