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Matthew David Marchand

Pacific Point Wealth Management

Carlsbad, CA

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Current Employers
Pacific Point Wealth Management

6125 Paseo Del Norte, Carlsbad, CA 92011 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-10-13
  • CA RA
    APPROVED
    Since 2025-10-13

Branch Locations

6125 Paseo Del Norte, Carlsbad, CA 92011 • 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
X Advisors, Llc Santa Maria CA 07/2025 10/2025
Martian Property Group San Diego CA 04/2021 05/2025
Wailea Golf Club Wailea HI 06/2019 06/2021
Pacific Point Wealth Management, Llc Oceanside CA 10/2025 Present
Julian Beer Co. Julian CA 01/2018 05/2019
Santaluz Club San Diego CA 02/2017 04/2019
Bfirst Apparel San Diego CA 02/2013 01/2017
  • 07/2025 → 10/2025
    X Advisors, Llc
    Santa Maria, CA
  • 04/2021 → 05/2025
    Martian Property Group
    San Diego, CA
  • 06/2019 → 06/2021
    Wailea Golf Club
    Wailea, HI
  • 10/2025 → Present
    Pacific Point Wealth Management, Llc
    Oceanside, CA
  • 01/2018 → 05/2019
    Julian Beer Co.
    Julian, CA
  • 02/2017 → 04/2019
    Santaluz Club
    San Diego, CA
  • 02/2013 → 01/2017
    Bfirst Apparel
    San Diego, CA
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-06-24
  • S65 Uniform Investment Adviser Law Examination
    2025-06-24
Other Names
  • Matthew Marchard
  • Matt Marchard
  • Matthew David Marchard

View on SEC IAPD

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JORDIE ELIZABETH CZAPINSKI
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ALEX KLINGENSMITH
Brittney Nicole Partow
Nolan Tyler Martin

Other Offices

INTELLIGENCE DRIVEN ADVISERS, LLC · CARLSBAD, CA
COTTINGHAM MANAGEMENT COMPANY, LLC · CARLSBAD, CA
CORONADO INVESTMENT ADVISORS, LLC · CARLSBAD, CA
FINANCIAL PLANNING SOLUTIONS, INC. · CARLSBAD, CA
PFS INVESTMENTS INC. · CARLSBAD, CA
COMMONWEALTH FINANCIAL NETWORK · CARLSBAD, CA
FRANK FINANCIAL ADVISORS · CARLSBAD, CA
LPL FINANCIAL LLC · CARLSBAD, CA

More in Carlsbad, CA

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