Brandon James Healy

Current Employers

Pacific Point Advisors, Llc

12626 High Bluff Drive Suite 200, San Diego, CA 92130 • United States

Current Registrations

Authority	Category	Status	Date
CA	RA	APPROVED	2021-07-20

CA RA
APPROVED

Since 2021-07-20

Branch Locations

12626 High Bluff Drive Suite 200, San Diego, CA 92130 • 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

Organization	City	State	From	To
Fidelity Brokerage Services Llc	San Diego	CA	01/2015	07/2021
Fidelity Personal And Workplace Advisors	Boston	MA	07/2018	07/2021
Pacific Point Advisors, Llc	Rancho Santa Fe	CA	07/2021	Present

01/2015 → 07/2021

Fidelity Brokerage Services Llc

San Diego, CA
07/2018 → 07/2021

Fidelity Personal And Workplace Advisors

Boston, MA
07/2021 → Present

Pacific Point Advisors, Llc

Rancho Santa Fe, CA

Previous Registrations

2018-07-13 → 2021-07-07

Fidelity Personal And Workplace Advisors

Boston, MA
2015-10-30 → 2018-07-13

Strategic Advisers Llc

San Diego, CA

San Diego, CA

San Diego, CA

Other Businesses

1) LICENSED INSURANCE AGENT; INVESTMENT RELATED; 12626 HIGH BLUFF DRIVE, SSUITE 200, SAN DIEGO, CA 92130 INSURANCE SALES; INSURANCE AGENT; 7/2024; IMPLEMENTATION OF INSURANCE RECOMMENDATIONS

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2015-06-08

S66 Uniform Combined State Law Examination

2015-06-08

Designations

View on SEC IAPD

Current Employers

Pacific Point Advisors, Llc

Disclosures

Employment History

Previous Registrations

Other Businesses

Exams

Designations

Other Firms

Other Investors

Other Offices

Reviews