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9635 Maroon Circle Suite 100, Englewood, CO 80112 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2026-02-04 |
| AK | RA | APPROVED | 2026-01-14 |
| VT | RA | APPROVED | 2026-01-07 |
| HI | RA | APPROVED | 2024-05-29 |
| NM | RA | APPROVED | 2024-05-29 |
| TX | RA | APPROVED_RES | 2024-05-28 |
| AZ | RA | APPROVED | 2008-10-27 |
Branch Locations
Flagstaff, AZ • United States
809 W Riordan Suite #104, Flagstaff, AZ 86001 • United States
809 W. Riordan Road Suite 104, Flagstaff, AZ 86001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2009-12-01 |
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 | 10/2008 | Present |
| Ascendent Financial Solutions | Flagstaff | AZ | 10/2008 | 12/2025 |
| Ria Dba Heffernan Advisory Inc Dba Heffernan Financial | Flagstaff | AZ | 12/2025 | Present |
1) RIA DBA HEFFERNAN ADVISORY INC DBA HEFFERNAN FINANCIAL-IAR INVESTMENT RELATED BUSINESS LOCATED AT BRANCH LOCATION. 2) INDEPENDENT REP WITH VARIOUS INSURANCE CARRIERS FOR FIXED INSURANCE BUSINESS ONLY. 3) INVEST LIKE YOU GIVE A DAMN AND SAVE THE PLANET LLC-HOLDING COMPANY PRESIDENT. 4) HEFFERNAN ADVISORY INC-EMPLOYEE. 5) COCONINO COUNTY FAIR-SUPERINTENDENT.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2003-05-23 |
| S63 | Uniform Securities Agent State Law Examination | 1999-02-01 |
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