Amy Beth Macedo

Current Employers

Heffernan Advisory, Inc.

809 W. Riordan Road Suite 104, Flagstaff, AZ 86001 • United States

Current Registrations

Authority	Category	Status	Date
AZ	RA	APPROVED	2026-04-21

AZ RA
APPROVED

Since 2026-04-21

Branch Locations

809 W. Riordan Road Suite 104, Flagstaff, AZ 86001 • United States

2525 East Arizona Biltmore Circle Suite C-131, Phoenix, AZ 85016 • United States

Geneos Wealth Management, Inc.

9635 Maroon Circle Suite 100, Englewood, CO 80112 • United States

Current Registrations

Authority	Category	Status	Date
AZ	RA	APPROVED	2026-02-25

AZ RA
APPROVED

Since 2026-02-25

Branch Locations

2525 E Arizona Biltmore Circle Suite C131, Phoenix, AZ 85016 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Ria Heffernan Advisory Inc Dba Heffernan Financial	Phoenix	AZ	12/2025	Present
Ascendant Financial Solutions	Phoenix	AZ	05/2016	12/2025
Geneos Wealth Management	Phoenix	AZ	04/2011	Present

12/2025 → Present

Ria Heffernan Advisory Inc Dba Heffernan Financial

Phoenix, AZ
05/2016 → 12/2025

Ascendant Financial Solutions

Phoenix, AZ
04/2011 → Present

Geneos Wealth Management

Phoenix, AZ

Other Businesses

1) WILL WORK AS A REGISTERED ASSISTANT FOR RIA HEFFERNAN ADVISORY INC DBA HEFFERNAN FINANCIAL LOCATED AT BRANCH LOCATION- 40 HOURS PER WEEK. 2) HEFFERNAN ADVISORY INC-EMPLOYEE.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2026-02-16

S65 Uniform Investment Adviser Law Examination

2026-02-16

Other Names

Amy Beth Eckel
Amy Beth Blanton

View on SEC IAPD