Daire Heneghan has been an investment adviser representative at Gilbert Greg RIA since August 2023, and is not listed among the firm’s executive officers or direct owners.
Gilbert Greg RIA, LLC is an Oakland, CA firm with $174M under management, 657 clients and 35 advisers across 35 offices, as of its May 2026 filing.
Daire Heneghan’s longest registration is the current one, 3 years at Gilbert Greg RIA since 2023. Before joining Gilbert Greg RIA in 2023, Daire Heneghan was registered through City National Rochdale.
- – present · 3 yearsSan Juan, PR · Adviser representative · Firm CRD 304981
- City National Rochdale– · 2 yearssan francisco, CA · Adviser representative · Firm CRD 117198
Investment adviser representative registrations
Daire Heneghan is registered as an investment adviser representative in California, since August 2023.
- CaliforniaSince 4 August 2023
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 6 July 2018 |
| Series 7 | General Securities Representative Examination | 9 January 2018 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Daire Peter Heneghan
- CRD
- 6878927
- Firm
- Gilbert Greg RIA · CRD 304981
- Office
- San Juan, PR
- Registration
- Investment adviser and broker registrations
- In the industry since
- January 2019
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
Where does Daire Heneghan work?
Daire Heneghan is an investment adviser representative registered through Gilbert Greg RIA, LLC since August 2023, and is not listed among the firm’s executive officers or direct owners.
Is Daire Heneghan a financial advisor?
Yes. Daire Heneghan has a current investment-adviser registration in California, through Gilbert Greg RIA since August 2023.
How many years of experience does Daire Heneghan have?
Daire Heneghan has 7 years in the financial industry, since January 2019, across 2 adviser firms.
What exams has Daire Heneghan passed?
Daire Heneghan has passed 2 licensing exams: the Series 7 and Series 66. The earliest, the Series 7, was passed in January 2018. FINRA credited Daire Heneghan with the SIE, which began in October 2018.
Where did Daire Heneghan work before Gilbert Greg RIA?
Before Gilbert Greg RIA, Daire Heneghan was registered through City National Rochdale, July 2018 to March 2021.
Where is Daire Heneghan based?
Daire Heneghan’s registered office is in San Juan, PR.
Is Daire Heneghan registered with FINRA?
Yes. Daire Heneghan has a current broker registration, under CRD 6878927.
Source: FINRA BrokerCheck
How can I verify Daire Heneghan’s record?
Search CRD 6878927 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish Daire Heneghan’s full registration record.