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Inactive

Casey Stearns

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 2025-07-31
AZ RA APPROVED 2025-06-20
  • TX RA
    APPROVED
    Since 2025-07-31
  • AZ RA
    APPROVED
    Since 2025-06-20

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 Phoenix AZ 05/2025 Present
Captrust Phoenix AZ 09/2024 04/2025
Charles Schwab Phoenix AZ 06/2024 08/2024
Captrust Phoenix AZ 01/2024 05/2024
Grand Canyon University Phoenix AZ 09/2022 04/2024
Grand Canyon University Phoenix AZ 12/2021 04/2022
Ymca Of Metropolitain Denver Denver CO 08/2020 08/2023
Ymca Of Metropolitain Denver Denver CO 09/2019 04/2020
Student Denver CO 04/2020 08/2020
Student Denver CO 01/2015 08/2019
  • 05/2025 → Present
    Tfo Family Office Partners
    Phoenix, AZ
  • 09/2024 → 04/2025
    Captrust
    Phoenix, AZ
  • 06/2024 → 08/2024
    Charles Schwab
    Phoenix, AZ
  • 01/2024 → 05/2024
    Captrust
    Phoenix, AZ
  • 09/2022 → 04/2024
    Grand Canyon University
    Phoenix, AZ
  • 12/2021 → 04/2022
    Grand Canyon University
    Phoenix, AZ
  • 08/2020 → 08/2023
    Ymca Of Metropolitain Denver
    Denver, CO
  • 09/2019 → 04/2020
    Ymca Of Metropolitain Denver
    Denver, CO
  • 04/2020 → 08/2020
    Student
    Denver, CO
  • 01/2015 → 08/2019
    Student
    Denver, CO
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-12-10
  • S65 Uniform Investment Adviser Law Examination
    2024-12-10
Other Names
  • Casey Stearns
  • Casey Joan Stearns

View on SEC IAPD

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