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Megan Midori Kawasaki-Mason

Tfo Family Office Partners

Phoenix, AZ

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Current Employers
Tfo Family Office Partners

5060 North 40Th Street Suite 200, Phoenix, AZ 85018 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2023-05-03
AZ RA APPROVED 2022-12-02
  • TX RA
    APPROVED
    Since 2023-05-03
  • AZ RA
    APPROVED
    Since 2022-12-02

Branch Locations

5060 North 40Th Street Suite 200, Phoenix, AZ 85018 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Gemini Arabians Cave Creek AZ 04/2013 09/2017
Versant Capital Management, Inc. Phoenix AZ 09/2017 10/2022
Tfo Family Office Partners Formerly Tfo Phoenix, Inc. Phoenix AZ 11/2022 Present
  • 04/2013 → 09/2017
    Gemini Arabians
    Cave Creek, AZ
  • 09/2017 → 10/2022
    Phoenix, AZ
  • 11/2022 → Present
    Tfo Family Office Partners Formerly Tfo Phoenix, Inc.
    Phoenix, AZ
Previous Registrations
Other Businesses

**Name of Business: Megan Kawasaki-Mason/Taylor D. Mason; Address: 4062 E Melinda Ln Phoenix, AZ 85050; Nature of Business: Rental property; Position: Landlord; Relationship with business: Owner; Start date of relationship: 11/2022; Number of hours devoted to business: 1/month; Number of hours devoted to business during trading hours: 0; Duties: Rent collection, bookkeeping. **NOMI; Not investment related; Address: 4630 Kirkland Rd., Phoenix, AZ 85050; Nature of Business: Provide financial neutral services in collaborative divorce cases and offer pro bono services to women through local organizations supporting domestic abuse victims; Title/Position: Founder and Divorce Strategist ; Start Date: 06/9/2025; Approximate # of hours/month you devote to this outside activity during non-business hours: 1-5 hours; Approximate # of hours/month you devote to this outside activity during business hours: 1-5 hours; Description of Duties: Assist divorce teams, as a financial neutral, helping both spouses understand and evaluate financial information, build marital balance sheets and model settlement scenarios, participate in team meetings, support individuals navigating divorce via pro se representation (non-advisory role), offer pro bono services for lower-asset clients seeking structured divorce financial guidance.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2017-11-22
S63 Uniform Securities Agent State Law Examination 2013-10-08
  • S65 Uniform Investment Adviser Law Examination
    2017-11-22
  • S63 Uniform Securities Agent State Law Examination
    2013-10-08
Designations
Other Names
  • Megan Midori Kawasaki Knudsen
  • Megan Midori Kawasaki Knvdsen
  • Megan Midori Kawasaki
  • Megan Kawasaki-Mason

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