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John Neeley

Destination Wealth Management

Walnut Creek, CA

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Current Employers
Destination Wealth Management

1255 Treat Boulevard Suite 900, Walnut Creek, CA 94597 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2026-04-07
  • CA RA
    APPROVED
    Since 2026-04-07

Branch Locations

1255 Treat Boulevard Suite 900, Walnut Creek, CA 94597 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Cambridge Investment Research, Inc. Fairfield IA 09/2017 07/2023
Lane Florence, Llc Folsom CA 08/2016 12/2020
Lane Florence, Llc Folsom CA 01/2021 07/2023
Cambridge Investment Research Advisors, Inc. Fairfield IA 01/2021 07/2023
Securities America, Inc. Cameron Park CA 07/2023 04/2026
Securities America Advisors Cameron Park CA 07/2023 04/2026
Nationwide Securities Llc Columbus OH 08/2023 04/2026
Destination Wealth Management Walnut Creek CA 04/2026 Present
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-09-14
S63 Uniform Securities Agent State Law Examination 2020-12-07
  • S65 Uniform Investment Adviser Law Examination
    2023-09-14
  • S63 Uniform Securities Agent State Law Examination
    2020-12-07
Designations
Other Names
  • Jack Francis Neeley
  • John Francis Neeley

View on SEC IAPD

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