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809 W. Riordan Road Suite 104, Flagstaff, AZ 86001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2008-05-27 |
Branch Locations
809 W. Riordan Road Suite 104, Flagstaff, AZ 86001 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Geneos Wealth Management, Inc | Flagstaff | AZ | 05/2004 | Present |
| Ascendant Financial Solutions | Flagstaff | AZ | 08/2006 | 12/2025 |
| Ria Heffernan Advisory Inc Dba Heffernan Financial | Flagstaff | AZ | 12/2025 | Present |
1) WORKS AS A REGISTERED ASSISTANT UNDER RIA HEFFERNAN ADVISORY INC DBA HEFFERNAN FINANCIAL LOCATED AT BRANCH LOCATION. 2) DIAMOND CROSS LLC-OWNER. 3) NOTARY PUBLIC. 4) HEFFERNAN ADVISORY INC-EMPLOYEE. 5) RENTAL PROPERTY.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-03-21 |
| S63 | Uniform Securities Agent State Law Examination | 2004-08-13 |
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