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5060 North 40Th Street Suite 200, Phoenix, AZ 85018 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-03-20 |
| AZ | RA | APPROVED | 2023-11-27 |
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 |
|---|---|---|---|---|
| Watertown School District | Watertown | SD | 08/2012 | 05/2020 |
| Watertown Event Center | Watertown | SD | 10/2017 | 07/2018 |
| Dakota Butcher | Watertown | SD | 05/2020 | 08/2020 |
| Grand Canyon University | Phoenix | AZ | 01/2021 | 04/2023 |
| University Of Arizona | Tuscon | AZ | 08/2020 | 12/2020 |
| American Express | Phoenix | AZ | 10/2021 | 06/2022 |
| Watertown Baseball Association | Watertown | SD | 04/2021 | 08/2022 |
| Jackson Hewitt Tax Service | Phoenix | AZ | 01/2023 | 04/2023 |
| Tfo Family Office Partners Formerly Tfo Phoenix, Inc. | Phoenix | AZ | 06/2023 | 07/2025 |
| Tfo Family Office Partners Formerly Tfo Phoenix, Inc. | Phoenix | AZ | 07/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-11-15 |
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