Patrick Bryan Healey

Current Employers

Employment History

• 11/2013 → 08/2022
  Kalos Capital, Inc.
  Alpharetta, GA
• 11/2013 → Present
  Caliber Financial Partners
  Jersey City, NJ
• 11/2013 → 08/2022
  Kalos Management
  Alpharetta, GA
• 08/2022 → Present
  Arete Wealth Management Llc
  Chicago, IL
• 08/2022 → Present
  Arete Wealth Advisors Llc
  Chicago, IL

Previous Registrations

• 2022-08-29 → 2025-09-26
  Arete Wealth Advisors, Llc
  Chicago, IL
  Red Bank, NJ
• 2013-11-13 → 2022-08-29
  Kalos Management
  Ponte Vedra Beach, FL
  Jersey City, NJ
• 2010-03-26 → 2013-11-15
  Securities America Advisors, Inc.
  Iselin, NJ
• 2008-11-14 → 2010-03-26
  Msi Financial Services, Inc.
  New York, NY
  Brooklyn, NY
  Staten Island, NY

Other Businesses

INSURANCE SALES/AGENT (NATIONAL LIFE GROUP)-10% TIME SPENT CALIBER FINANCIAL PARTNERS POSITION: FOUNDER & PRESIDENT NATURE: DBA FOR MY BRANCH AS PART OF ARETE WEALTH MANAGMENT LLC & ARETE WEALTH ADVISORS LLC; INVESTMENT RELATED: YES NUMBER OF HOURS: 180 INVESTMENT RELATED HOURS: 160 START DATE: 11/01/2013 ADDRESS: 239 WASHINGTON ST., SUITE 304, JERSEY CITY NJ 07302 DESCRIPTION: INVESTMENT MANAGEMENT, EMPLOYEE BENEFITS, RETIREMENT, ESTATE AND COLLEGE PLANNING, BUSINESS PLANNING, PLANNED GIVING FOR NON-PROFIT ORGS., ETC. GAME PLAN FINANCIAL POSITION: Independent Agent NATURE: Fixed insurance and FIA sales. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 11/01/2016 ADDRESS: 300 Parkbrooke Pl # 200, Woodstock GA 30189, United States DESCRIPTION: Fixed insurance and FIA sales ADVISORS EXCEL POSITION: FMO affiliate NATURE: Field Marketing Organization INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 2 START DATE: 06/17/2019 ADDRESS: 2950 SW McClure Rd, Topeka KS 66614, United States DESCRIPTION: Fixed Index Annuity Sales TRU CHOICE FINANCIAL (FMO) POSITION: Independent Producer NATURE: Insurance Sales INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 01/15/2015 ADDRESS: 400 Hwy 169 South Suite 200, Minnesota MN 55426, United States DESCRIPTION: Independent Producer focusing on insurance and FIA sales

Exams

• S65 Uniform Investment Adviser Law Examination
  2008-11-03
• S63 Uniform Securities Agent State Law Examination
  2008-09-28

Designations

Other Names

• Patrick Healey