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Inactive

Caleb Gideon Rutter

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 2023-04-13
AZ RA APPROVED 2022-10-04
  • TX RA
    APPROVED
    Since 2023-04-13
  • AZ RA
    APPROVED
    Since 2022-10-04

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
Tfo Family Office Partners Formerly Tfo Phoenix, Inc. Phoenix AZ 05/2022 Present
Chick-Fil-A Walnut Creek Walnut Creek CA 06/2018 07/2019
Chick-Fil-A Walnut Creek Walnut Creek CA 07/2019 05/2020
Chick-Fil-A Stonecreast At Piper Glen Charlotte NC 01/2021 07/2021
Grand Canyon University Phoenix CA 05/2019 04/2022
Full Time Student Walnut Creek CA 08/2014 05/2019
  • 05/2022 → Present
    Tfo Family Office Partners Formerly Tfo Phoenix, Inc.
    Phoenix, AZ
  • 06/2018 → 07/2019
    Chick-Fil-A Walnut Creek
    Walnut Creek, CA
  • 07/2019 → 05/2020
    Chick-Fil-A Walnut Creek
    Walnut Creek, CA
  • 01/2021 → 07/2021
    Chick-Fil-A Stonecreast At Piper Glen
    Charlotte, NC
  • 05/2019 → 04/2022
    Grand Canyon University
    Phoenix, CA
  • 08/2014 → 05/2019
    Full Time Student
    Walnut Creek, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-10-01
  • S65 Uniform Investment Adviser Law Examination
    2022-10-01
Designations

View on SEC IAPD

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