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9635 Maroon Circle Suite 100, Englewood, CO 80112 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2018-05-29 |
Branch Locations
8115 E Indian Bend Rd Suite #117, Scottsdale, AZ 85250 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Capital Wealth Dynamics Group | Tempe | AZ | 09/2010 | 09/2017 |
| Geneos Wealth Management | Scottsdale | AZ | 03/2013 | 10/2018 |
| Osland Financial Group | Scottsdale | AZ | 09/2017 | 10/2018 |
| Geneos Wealth Management | Scottsdale | AZ | 10/2018 | 06/2019 |
| Osland Financial Group | Scottsdale | AZ | 10/2018 | 06/2019 |
| Geneos Wealth Management | Scottsdale | AZ | 06/2019 | Present |
| Osland Financial Group | Scottsdale | AZ | 06/2019 | 07/2026 |
| Heffernan Financial/Heffernan Advisory Inc | Scottsdale | AZ | 07/2026 | Present |
1) WILL WORK AS A REGISTERED ASSISTANT/ EMPLOYEE FOR HEFFERNAN ADVISORY INC LOCATED AT BRANCH LOCATION. 2) NOTARY PUBLIC.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-05-22 |
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