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9635 Maroon Circle Suite 100, Englewood, CO 80112 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| ND | RA | APPROVED | 2026-01-15 |
| AK | RA | APPROVED | 2026-01-14 |
| MT | RA | APPROVED | 2025-05-01 |
| FL | RA | APPROVED | 2025-04-28 |
| GA | RA | APPROVED | 2025-04-28 |
| NM | RA | APPROVED | 2025-04-28 |
| NC | RA | APPROVED | 2024-05-17 |
| ME | RA | APPROVED | 2024-05-08 |
| MN | RA | APPROVED | 2024-05-07 |
| IL | RA | APPROVED | 2023-11-06 |
| TX | RA | APPROVED_RES | 2013-08-19 |
| AZ | RA | APPROVED | 2011-08-25 |
Branch Locations
Scottsdale, AZ • United States
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 |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2009-06-04 |
| AZ | RA | APPROVED | 1997-01-01 |
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
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Geneos Wealth Management, Inc. | Denver | CO | 12/2003 | Present |
| Ascendent Financial Solutions | Flagstaff | AZ | 08/2006 | 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 INVESTMENT RELATED BUSINESS LOCATED AT BRANCH 134810 LOCATION. 2) REAL ESTATE RENTAL. 3) INDENDENT REP WITH VARIOUS INSURANCE CARRIERS FOR FIXED ONLY. 4) HEFFERNAN ADVISORY INC-EMPLOYEE.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1996-10-29 |
| S63 | Uniform Securities Agent State Law Examination | 1993-05-18 |
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