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9635 Maroon Circle Suite 100, Englewood, CO 80112 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2025-05-15 |
| FL | RA | APPROVED | 2024-05-08 |
| TX | RA | APPROVED_RES | 2024-05-08 |
| AK | RA | APPROVED | 2024-05-07 |
| MS | RA | APPROVED | 2024-01-31 |
| IL | RA | APPROVED | 2023-11-06 |
| MI | RA | APPROVED | 2023-11-01 |
| NC | RA | APPROVED | 2023-10-31 |
| AZ | RA | APPROVED | 2016-04-26 |
Branch Locations
Cave Creek, AZ • United States
2525 E Arizona Biltmore Circle Suite C131, Phoenix, AZ 85016 • United States
809 W Riordan Suite #104, Flagstaff, AZ 86001 • 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 | 2016-05-06 |
Branch Locations
809 W. Riordan Road Suite 104, Flagstaff, AZ 86001 • United States
1910 S Stapley Drive Suite 221, Mesa, AZ 85204 • 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 |
|---|---|---|---|---|
| Jason Dittberner Dds | Flagstaff | AZ | 05/2000 | 10/2020 |
| Geneos Wealth Management Inc | Flagstaff | AZ | 04/2016 | Present |
| Ascendant Financial Solutions | Flagstaff | AZ | 04/2016 | 12/2025 |
| Ria Dba Heffernan Advisory, Inc. Dba Heffernan Financial | Flagstaff | AZ | 12/2025 | Present |
1) RIA DBA HEFFERNAN ADVISORY INC DBA HEFFERNAN FINANCIAL-IAR LOCATED AT BRANCH LOCATION. 2) Independent Rep with various insurance carriers for Fixed Insurance. 3) JD FINANCIAL SERVICES LLC-OWNER. 4) ASSOCIATION OF FINANCIAL EDUCATORS-SPEAKER. 5) SURVEY INCOME.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-03-30 |
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