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Inactive

Brendan Michael Heffernan

Pitcairn

Conshohocken, PA

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Current Employers
Pitcairn

Eight Tower Bridge, 161 Washington Street Suite 801, Conshohocken, PA 19428 • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2025-10-22
  • PA RA
    APPROVED
    Since 2025-10-22

Branch Locations

Eight Tower Bridge, 161 Washington Street Suite 801, Conshohocken, PA 19428 • 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
Connolly Landscaping Drexel Hill PA 05/2020 10/2021
The Tradesmen Llc Media PA 12/2021 01/2022
Bayou Bar And Grill Philadelphia PA 03/2022 05/2023
Newrez Llc Fort Washington PA 05/2023 12/2024
Newrez Llc Fort Washington PA 12/2024 08/2025
Pitcairn Wealth Advisors Conshohocken PA 09/2025 Present
Unemployed Drexel Hill PA 05/2015 05/2020
  • 05/2020 → 10/2021
    Connolly Landscaping
    Drexel Hill, PA
  • 12/2021 → 01/2022
    The Tradesmen Llc
    Media, PA
  • 03/2022 → 05/2023
    Bayou Bar And Grill
    Philadelphia, PA
  • 05/2023 → 12/2024
    Newrez Llc
    Fort Washington, PA
  • 12/2024 → 08/2025
    Newrez Llc
    Fort Washington, PA
  • 09/2025 → Present
    Pitcairn Wealth Advisors
    Conshohocken, PA
  • 05/2015 → 05/2020
    Unemployed
    Drexel Hill, PA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-10-17
  • S65 Uniform Investment Adviser Law Examination
    2025-10-17

View on SEC IAPD

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Other Offices

WELLS FARGO CLEARING SERVICES, LLC · CONSHOHOCKEN, PA
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · Conshohocken, PA
ARSENAL CAPITAL ADVISORS LLC · CONSHOHOCKEN, PA
UBS FINANCIAL SERVICES INC. · CONSHOHOCKEN, PA
INDEPENDENT FINANCIAL PARTNERS · Conshohocken, PA
HBKS WEALTH ADVISORS · CONSHOHOCKEN, PA
WILLIAM BLAIR · CONSHOHOCKEN, PA
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · CONSHOHOCKEN, PA

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