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809 W. Riordan Road Suite 104, Flagstaff, AZ 86001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-06-09 |
Branch Locations
1350 Carlback Ave Fl 2, Walnut Creek, CA 94596 • United States
809 W. Riordan Road Suite 104, Flagstaff, AZ 86001 • United States
9635 Maroon Circle Suite 100, Englewood, CO 80112 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2026-06-09 |
| CA | RA | APPROVED | 2026-06-02 |
| NC | RA | APPROVED | 2026-06-02 |
Branch Locations
1350 Carlback, Walnut Creek, CA 94596 • United States
809 W Riordan 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 | Walnut Creek | CA | 06/2026 | Present |
| Heffernan Advisory Inc | Walnut Creek | CA | 06/2026 | Present |
| Heffernan Financial | Walnut Creek | CA | 06/2026 | Present |
| Lpl Financial Llc (Dba Heffernan Financial) | Walnut Creek | CA | 10/2023 | 06/2026 |
| Doordash, Inc. | San Francisco | CA | 12/2022 | 09/2023 |
| J.P. Morgan Chase & Co. | San Francisco | CA | 07/2020 | 10/2022 |
| Banana Republic | Poughkeepsie | NY | 09/2019 | 12/2019 |
| Marist College | Poughkeepsie | NY | 06/2016 | 12/2019 |
| Unemployed | Olivebridge | NY | 01/2020 | 06/2020 |
| Global Retirement Partners, Llc | San Rafael | CA | 04/2024 | 06/2026 |
1) DBA/RIA: will work under HEFFERNAN ADVISORY INC DBA as HEFFERNAN FINANCIAL located at branch location 2) Independent Rep with various insurance carriers for FIXED INSURANCE SALES.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-03-22 |
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