Best Investors
Account
Sign in
Best Investors
Account
Sign in
5060 North 40Th Street Suite 200, Phoenix, AZ 85018 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-03-05 |
| AZ | RA | APPROVED | 2013-07-23 |
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 Phoenix, Inc. | Phoenix | AZ | 12/2011 | 05/2019 |
| Tfo Family Office Partners Formerly Tfo Phoenix, Inc. | Phoenix | AZ | 07/2013 | Present |
| Tfo Family Office Partners Formerly Tfo Phoenix, Inc. | Phoenix | AZ | 06/2019 | Present |
1) TREASURE HOUSE, 7815 W ASPERA BLVD, GLENDALE,AZ 85308, NOT INVESTMENT RELATED, MEMBER OF THE YOUNG PROFESSIONAL BOARD, ATTEND QUARTERLY MEETINGS TO PLAN EVENTS FOR THE ORGANIZATION AS WELL AS PROMOTE TREASURE HOUSE AND VOLUNTEER AT FUNDRAISING EVENTS, AS OF 12/2019, 1-5 HOURS PER MONTH ALL OF WHICH ARE DURING NON-BUSINESS HOURS. 2) ANDREW PTC, LLC DBA ANDREW TRUST COMPANY LLC, 100 W. LIBERTY ST., 9TH FLOOR, RENO, NV 89501, INVESTMENT RELATED, PRIVATE TRUST COMPANY, INDEPENDENT OFFICER PROVIDING OVERSIGHT ON COMPLIANCE MATTERS FOR THE COMPANY, 2/2022, 1-5 HOURS PER MONTH ALL OF WHICH ARE DURING SECURITIES TRADING HOURS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2013-07-01 |
Reach out to this advisor