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1300 El Camino Real, Suite 100, Menlo Park, CA 94025 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-01-30 |
| TX | RA | APPROVED_RES | 2026-01-06 |
Branch Locations
1300 El Camino Real, Suite 100, Menlo Park, CA 94025 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Guiding Wealth Management Llc | Richardson | TX | 10/2023 | 03/2026 |
| Boston University | Boston | MA | 01/2024 | Present |
| Non-Profit Volunteer | Woodside | CA | 04/2015 | 07/2022 |
| Boston University | Boston | MA | 07/2022 | 09/2023 |
| Branch & Bloom Financial Planning, Llc | Menlo Park | CA | 11/2025 | Present |
Deirdre Hegarty is currently employed as a part-time Academic Professional in the Financial Planning Program at Boston University. In this role, Deirdre Hegarty designs and leads student webinars, and revises and updates the online curriculum. The role also involves collaborating with faculty to maintain academic quality and ensure students meet the program's learning objectives. This activity accounts for approximately 3% of her time.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-02-29 |
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