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9635 Maroon Circle Suite 100, Englewood, CO 80112 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-08-20 |
| AZ | RA | APPROVED | 2025-05-02 |
Branch Locations
8115 E Indian Bend Rd Suite #117, Scottsdale, AZ 85250 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo | Tempe | AZ | 06/2023 | 06/2024 |
| Venezias Pizzeria | Gilbert | AZ | 08/2019 | 06/2023 |
| Northwestern Mutual | Gilbert | AZ | 05/2022 | 10/2022 |
| Arizona Referee Association | Gilbert | AZ | 09/2017 | 07/2019 |
| Full Time Education | Chandler | AZ | 01/2007 | 08/2020 |
| Charles Schwab & Co., Inc. | Phoenix | AZ | 06/2024 | 03/2025 |
| Geneos Wealth Management Inc | Scottsdale | AZ | 03/2025 | Present |
| Osland Financial Group | Scottsdale | AZ | 03/2025 | 07/2026 |
| Heffernan Financial | Scottsdale | AZ | 07/2026 | Present |
1) DBA: will work under HEFFERNAN FINANCIAL, non investment related business located at branch location. 2) HEFFERNAN ADVISORY INC - Employee. 3) Independent Rep with various insurance carriers for FIXED INSURANCE SALES.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-04-28 |
| S63 | Uniform Securities Agent State Law Examination | 2024-09-18 |
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