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9635 Maroon Circle Suite 100, Englewood, CO 80112 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MO | RA | APPROVED | 2026-04-13 |
| NC | RA | APPROVED | 2025-06-18 |
| AZ | RA | APPROVED | 2025-04-24 |
| NM | RA | APPROVED | 2025-04-24 |
Branch Locations
809 W Riordan Suite #104, Flagstaff, AZ 86001 • United States
2525 E Arizona Biltmore Circle Suite C131, Phoenix, AZ 85016 • United States
1910 S Stapley Dr Suite 221, Mesa, AZ 85204 • United States
809 W. Riordan Road Suite 104, Flagstaff, AZ 86001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2025-05-30 |
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
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fort Lewis College | Durango | CO | 09/2014 | 04/2017 |
| Geneos Wealth Management | Flagstaff | AZ | 09/2023 | Present |
| Ascendant Financial Solutions | Flagstaff | AZ | 09/2023 | 12/2025 |
| Penske Automotive | Scottsdale | AZ | 06/2017 | 01/2021 |
| Heffernan Insurance Brokers | Flagstaff | AZ | 05/2023 | 12/2025 |
| Ascendant Financial Solutions | Flagstaff | AZ | 02/2021 | 09/2023 |
| Ria Dba Heffernan Advisory Inc Dba Heffernan Financial | Flagstaff | AZ | 12/2025 | Present |
1) RIA DBA HEFFERNAN ADVISORY INC DBA HEFFERNAN FINANCIAL-IAR business located at branch location-40 Hours per week. 2) HEFFERNAN ADVISORY INC-EMPLOYEE. 3) Independent Insurance Agent for FIXED INSURANCE SALES with various insurance carriers.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-04-22 |
| S63 | Uniform Securities Agent State Law Examination | 2023-02-24 |
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