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4340 Redwood Highway Suite B-60, San Rafael, CA 94903 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2016-08-05 |
Branch Locations
883 Fourth Street, San Rafael, CA 94901 • United States
4340 Redwood Highway Suite B-60, San Rafael, CA 94903 • United States
883 Fourth Street, San Rafael, CA 94901 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 1999-01-15 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Heffernan Investment Advisors, Inc. | San Francisco | CA | 05/2000 | 01/2017 |
| Awr Investment Management, Llc | San Anselmo | CA | 10/1998 | Present |
| Global Retirement Partners, Llc Dba Heffernan Financial Services | San Rafael | CA | 08/2016 | Present |
Other business is disclosed in section 12 of the U4 form. Andrew Ryan is employed with another additional investment advisory firm.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-11-20 |
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