Best Investors Account Sign in
Claim This Profile
Current Employers
Geneos Wealth Management, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
GA RA APPROVED 2026-02-20
TX RA APPROVED 2026-02-18
FL RA APPROVED 2012-09-07
  • GA RA
    APPROVED
    Since 2026-02-20
  • TX RA
    APPROVED
    Since 2026-02-18
  • FL RA
    APPROVED
    Since 2012-09-07

Branch Locations

400 N Ponce De Leon Blvd, St. Augustine, FL 32084 • 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
OrganizationCityStateFromTo
Geneos Wealth Management Inc St Augustine FL 08/2012 Present
First Coast Wealth Advisors St Augustine FL 08/2013 03/2026
Heffernan Financial St Augustine FL 03/2026 Present
  • 08/2012 → Present
    St Augustine, FL
  • 08/2013 → 03/2026
    First Coast Wealth Advisors
    St Augustine, FL
  • 03/2026 → Present
    Heffernan Financial
    St Augustine, FL
Previous Registrations
  • 2008-06-13 → 2012-08-06
    St Louis, MO
    St Augustine, FL
Other Businesses

1) DBA: HEFFERNAN FINANCIAL BUSINESS LOCATED AT BRANCH LOCATION. 2) CHRIS DRAUGHON PHOTOGRAPHY. 3) HEFFERNAN ADVISORY INC-EMPLOYEE. 4) INDEPENDENT REP WITH VARIOUS INSURANCE CARRIERS FOR FIXED INSURANCE SALES ONLY.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2008-05-30
  • S66 Uniform Combined State Law Examination
    2008-05-30
Designations

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in St. Augustine, FL

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor