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Gregory Michael Hefner

Raymond James Financial Services Advisors, Inc

West Des Moines, IA

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Current Employers
Raymond James Financial Services Advisors, Inc

880 Carillon Parkway, Saint Petersburg, FL 33716 • United States

Current Registrations

AuthorityCategoryStatusDate
IA RA APPROVED 2026-01-12
TX RA APPROVED_RES 2026-01-12
  • IA RA
    APPROVED
    Since 2026-01-12
  • TX RA
    APPROVED_RES
    Since 2026-01-12

Branch Locations

1415 28Th Street Suite 335, West Des Moines, IA 50266 • 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
Commonwealth Financial Network San Diego CA 05/2012 01/2026
Raymond James Financial Services, Inc. West Des Moines IA 01/2026 Present
Raymond James Financial Services Advisors, Inc. West Des Moines IA 01/2026 Present
Previous Registrations
Other Businesses

(1)Name of Business: Hefner Financial Address: 1415 28th St Ste 335, West des Moines, IA, 50266-1484, United States Activity Type: Support Company - Owner Position/Title: Associate/Employee Investment Related: No Start Date: 05/01/2012 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Investment Advisor

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2016-02-26
  • S66 Uniform Combined State Law Examination
    2016-02-26
Other Names
  • Gregory M Hefner

View on SEC IAPD

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PRINCIPAL SECURITIES, INC. · West Des Moines, IA
COMMONWEALTH FINANCIAL NETWORK · West Des Moines, IA
PRINCIPAL SECURITIES, INC. · WEST DES MOINES, IA
FOSTER GROUP, INC. · WEST DES MOINES, IA
KSA PARTNERS, LLC · WEST DES MOINES, IA
LPL FINANCIAL LLC · WEST DES MOINES, IA
ARETE WEALTH ADVISORS, LLC · WEST DES MOINES, IA
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