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9635 Maroon Circle Suite 100, Englewood, CO 80112 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NM | RA | APPROVED | 2024-05-08 |
| AK | RA | APPROVED | 2024-05-07 |
| ME | RA | APPROVED | 2024-05-07 |
| MN | RA | APPROVED | 2024-05-07 |
| MT | RA | APPROVED | 2024-05-07 |
| AZ | RA | APPROVED | 2006-02-27 |
Branch Locations
Flagstaff, AZ • United States
809 W Riordan Suite #104, Flagstaff, AZ 86001 • United States
809 W. Riordan Road Suite 104, Flagstaff, AZ 86001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2003-02-21 |
Branch Locations
809 W. Riordan Road Suite 104, Flagstaff, AZ 86001 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Geneos Wealth Management, Inc | Flagstaff | AZ | 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 BUSINESS LOCATED AT BRANCH LOCATION. 2) INDEPENDENT INSURANCE REP WITH VARIOUS INSURANCE CARRIERS FOR FIXED ONLY. 3) COMMERCIAL REAL ESTATE. 4) SCHAAFSMA WEALTH MANAGEMENT-OWNER. 5) RIORDAN MILLS OWNERS ASSOCIATION-BOARD MEMBER. 6) HEFFERNAN ADVISORY INC-EMPLOYEE.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1996-10-21 |
| S63 | Uniform Securities Agent State Law Examination | 1994-03-10 |
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