AUMdb
CA

Christie Anna Thomas

CRD 7831379

Firms

FirmRoleAs 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.

Source

Registration data from IAPD (investment adviser representatives feed). View on IAPD ↗