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Zachary Alan Grant

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
AZ RA APPROVED 2022-03-23
TX RA APPROVED 2022-03-07
  • AZ RA
    APPROVED
    Since 2022-03-23
  • TX RA
    APPROVED
    Since 2022-03-07

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
The Vanguard Group, Inc. Scottsdale AZ 08/2016 02/2022
Tfo Family Office Partners Formerly Tfo Phoenix, Inc. Phoenix AZ 02/2022 12/2025
Tfo Family Office Partners Formerly Tfo Phoenix, Inc. Phoenix AZ 01/2026 Present
  • 08/2016 → 02/2022
    The Vanguard Group, Inc.
    Scottsdale, AZ
  • 02/2022 → 12/2025
    Tfo Family Office Partners Formerly Tfo Phoenix, Inc.
    Phoenix, AZ
  • 01/2026 → Present
    Tfo Family Office Partners Formerly Tfo Phoenix, Inc.
    Phoenix, AZ
Previous Registrations
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2016-09-08
  • S63 Uniform Securities Agent State Law Examination
    2016-09-08
Designations
Other Names
  • Zach Alan Grant
  • Zach Grant

View on SEC IAPD

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