JD
James Douglass Hoyt
CRD 2264252
Has disclosures
Firms
| Firm | Role | As of |
|---|---|---|
| Heffernan Advisory, Inc. | Registered representative | 07/20/2026 |
| Geneos Wealth Management, Inc. | Registered representative | 07/20/2026 |
Roster data from IAPD; titles from the firms' websites where enriched.
Ownership stakes
-
Heffernan Advisory, Inc.
President, Chief Compliance Officer · Less than 5% · Feb 2024
From Form ADV Schedule A/B filings.
Source
Registration data from IAPD (investment adviser representatives feed). View on IAPD ↗