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9635 Maroon Circle Suite 100, Englewood, CO 80112 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2013-08-08 |
| FL | RA | APPROVED | 2004-03-29 |
Branch Locations
400 N Ponce De Leon Blvd, St. Augustine, FL 32084 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Geneos Wealth Management, Inc. | St Augustine | FL | 03/2004 | Present |
| First Coast Wealth Advisors | St Augustine | FL | 08/2013 | 03/2026 |
| Heffernan Financial | St Augustine | FL | 03/2026 | Present |
1) DBA: HEFFERNAN FINANCIAL BUSINESS LOCATED AT BRANCH LOCATION. 2) INSURANCE BROKER FOR CAPITAS FINANCIAL LLC. 3) ARBITRATION PANELIST FOR FINRA AND NYSE. 4) BOARD MEMBER FOR ST AUGUSTINE GENERAL EMPLOYEES PENSION FUND. 5) INDENDENT REP WITH VARIOUS INSURANCE CARRIERS FOR FIXED ONLY. 6) OWNER-FCFA LLC. 7) INDUSTRY EXPERT WITNESS. 8) HEFFERNAN ADVISORY INC-EMPLOYEE. 9) AXIOM PORTFOLIO MANAGER.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1993-12-20 |
| S63 | Uniform Securities Agent State Law Examination | 1985-05-08 |
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