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5060 North 40Th Street Suite 200, Phoenix, AZ 85018 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-05-03 |
| AZ | RA | APPROVED | 2022-12-02 |
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 |
|---|---|---|---|---|
| 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 |
**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.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-11-22 |
| S63 | Uniform Securities Agent State Law Examination | 2013-10-08 |
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