5060 North 40th Street, Phoenix, AZ, 85018
Get directionsNo disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Donald is a board member and Vice President at TFO Trust Company, dedicating minimal time per month. He also oversees a property manager for a rental property, spending minimal time per month on this activity.