Davis Hoyt has been an investment adviser representative at Heffernan Advisory since May 2025, and is not listed among the firm’s executive officers or direct owners. Davis Hoyt holds a Bachelor's degree in business administration from Fort Lewis College.
Heffernan Advisory, Inc. is a Flagstaff, AZ firm with $410M under management, 357 clients and 5 advisers across 8 offices, as of its August 2026 filing.
Davis Hoyt is Wealth Management Advisor of Heffernan Advisory. He works with business owners, high-net-worth individuals and families facing complex financial decisions. He focuses on advanced tax and estate planning, collaborating with CPAs, attorneys and other professionals.
Davis Hoyt’s longest registration is the current one, 1 year at Geneos Wealth Management, Inc. since 2025.
- Heffernan Advisory, Inc.Current– present · 1 yearPhoenix, AZ · Adviser representative · Firm CRD 116771
- Geneos Wealth Management, Inc.Also current– present · 1 yearAdviser representative · Firm CRD 120894
Investment adviser representative registrations
Davis Hoyt is registered as an investment adviser representative in 4 states. The first approvals date from April 2025; the most recent is Missouri, in April 2026.
- ArizonaSince 24 April 2025
- MissouriSince 13 April 2026
- New MexicoSince 24 April 2025
- North CarolinaSince 18 June 2025
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 22 April 2025 |
| Series 63 | Uniform Securities Agent State Law Examination | 24 February 2023 |
| Series 6TO | Investment Company Products/Variable Contracts Representative Examination | 5 January 2022 |
| SIE | Securities Industry Essentials Examination | 15 July 2021 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Name
- Securities Industry Essentials Examination
- Full name
- Davis Nicholas Hoyt
- CRD
- 6097213
- Firm
- Heffernan Advisory · CRD 116771
- Office
- 2525 EAST ARIZONA BILTMORE CIRCLE, SUITE C-131, Phoenix, AZ 85016
- Registration
- Investment adviser and broker registrations
- In the industry since
- January 2022
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
- Firm bio
- heffernanfinancial.com
Where does Davis Hoyt work?
Davis Hoyt is an investment adviser representative registered through Heffernan Advisory, Inc. since May 2025, and is not listed among the firm’s executive officers or direct owners.
Is Davis Hoyt a financial advisor?
Yes. Davis Hoyt has a current investment-adviser registration in Arizona, Missouri, New Mexico and North Carolina, through Heffernan Advisory since May 2025.
How many years of experience does Davis Hoyt have?
Davis Hoyt has 4 years in the financial industry, since January 2022, across 2 adviser firms.
What exams has Davis Hoyt passed?
Davis Hoyt has passed 4 licensing exams: the SIE, Series 6TO, Series 63 and Series 65. The earliest, the SIE, was passed in July 2021.
Where is Davis Hoyt based?
Davis Hoyt’s registered office is in Phoenix, AZ.
Is Davis Hoyt registered with FINRA?
Yes. Davis Hoyt has a current broker registration, under CRD 6097213.
Source: FINRA BrokerCheck
How can I verify Davis Hoyt’s record?
Search CRD 6097213 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish Davis Hoyt’s full registration record.
