Best Investors
Account
Sign in
Best Investors
Account
Sign in
9635 Maroon Circle Suite 100, Englewood, CO 80112 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2019-06-05 |
| PA | RA | APPROVED | 2008-10-01 |
Branch Locations
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 |
|---|---|---|---|---|
| Braverman Financial Associates | Lancaster | PA | 11/1983 | 07/2026 |
| Geneos Wealth Management Inc. | Lancaster | PA | 09/2008 | Present |
| Heffernan Financial | Lancaster | PA | 07/2026 | Present |
1) DBA: HEFFERNAN FINANCIAL BUSINESS LOCATED AT BRANCH LOCATION. 2) INDEPENDENT REP WITH VARIOUS INSURANCE CARRIERS FOR FIXED ONLY. 3) AUTHOR. 4) HEFFERNAN ADVISORY INC-EMPLOYEE.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1996-06-12 |
| S63 | Uniform Securities Agent State Law Examination | 1982-05-21 |
Reach out to this advisor