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9635 Maroon Circle Suite 100, Englewood, CO 80112 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2026-02-20 |
| TX | RA | APPROVED | 2026-02-18 |
| FL | RA | APPROVED | 2012-09-07 |
Branch Locations
400 N Ponce De Leon Blvd, St. Augustine, FL 32084 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
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.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-05-30 |
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