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4340 Redwood Highway Suite B-60, San Rafael, CA 94903 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-01-05 |
Branch Locations
4340 Redwood Highway Suite B-60, San Rafael, CA 94903 • United States
1350 Carlback Ave., Walnut Creek, CA 94596 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Normandin Chrysler Jeep Dodge Ram Fiat | San Jose | CA | 06/2022 | 09/2022 |
| Normandin Chrysler Jeep Dodge Ram Fiat | San Jose | CA | 01/2018 | 09/2021 |
| Heffernan Insurance Brokers | Walnut Creek | CA | 06/2023 | 09/2023 |
| Santa Clara University | Santa Clara | CA | 08/2022 | 04/2025 |
| Heffernan Financial Services | Walnut Creek | CA | 06/2024 | 09/2025 |
| Heffernan Financial Services | Walnut Creek | CA | 09/2025 | Present |
| Lpl Financial Llc | Walnut Creek | CA | 10/2025 | Present |
| Santa Clara University | Santa Clara | CA | 09/2021 | 12/2024 |
| Global Retirement Partners, Llc | San Rafael | CA | 01/2026 | Present |
| Student/Unemployed | Los Gatos | CA | 01/2015 | 01/2018 |
1- 10/2025 / HEFFERNAN RETIREMENT SERVICES / DBA for LPL Business (entity for LPL business) / INV RLTD / AT REPORTED LOCATION 2- 10/2025 / HEFFERNAN FINANCIAL SERVICES / DBA for LPL Business (entity for LPL business) / INV RLTD / AT REPORTED LOCATION 3- 11/05/2025 - GLOBAL RETIREMENT PARTNERS - Registered Investment Advisor Hybrid - Admin - Investment Related - At Reported Business location(s) - Start Date 10/27/2025 - 160 hours per month/ 8 hours during trading - I provide administrative support to GLOBAL RETIREMENT PARTNERS, an independent investment advisor firm. I started this business activity in 10/2025. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firm¿s Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 4- 11/05/2025 - HEFFERNAN RETIREMENT SERVICES - Registered Investment Advisor DBA - Admin - Investment Related - At Reported Business location(s) - Start Date 10/27/2025 - 160 hours per month/ 8 hours during trading 5- 11/05/2025 - HEFFERNAN FINANCIAL SERVICES - Registered Investment Advisor DBA - Admin - Investment Related - At Reported Business location(s) - Start Date 10/27/2025 - 160 hours per month/ 8 hours during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-12-22 |
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