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9635 Maroon Circle Suite 100, Englewood, CO 80112 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2013-10-23 |
| AZ | RA | APPROVED | 2008-12-17 |
Branch Locations
8115 E Indian Bend Rd Suite #117, Scottsdale, AZ 85250 • United States
2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Geneos Wealth Management Inc. | Scottsdale | AZ | 11/2008 | Present |
| Osland Financial Group | Scottsdale | AZ | 11/2008 | 07/2026 |
| Heffernan Financial | Scottsdale | AZ | 07/2026 | Present |
1) DBA: HEFFERNAN FINANCIAL BUSINESS LOCATED AT BRANCH LOCATION. 2) INDEPENDENT REP WITH VARIOUS INSURANCE FOR FIXED INSURANCE BUSINESS. 3) HEFFERNAN ADVISORY INC-EMPLOYEE. 4) OFFICE CONDO-OWNER. 5) FARMLAND / RENTAL INCOME.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-09-28 |
| S63 | Uniform Securities Agent State Law Examination | 1988-01-19 |
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