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Inactive

John Walter Healy

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 2024-12-20
  • CA RA
    APPROVED
    Since 2024-12-20

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
Bancwest Investment Services San Francisco CO 07/2016 09/2023
Bank Of The West San Francisco CA 07/2016 09/2023
Lpl Enterprise, Llc Fort Mill SC 08/2024 11/2024
Destination Wealth Management Walnut Creek CA 11/2024 Present
Unemployed Alameda CA 10/2023 07/2024
  • 07/2016 → 09/2023
    Bancwest Investment Services
    San Francisco, CO
  • 07/2016 → 09/2023
    Bank Of The West
    San Francisco, CA
  • 08/2024 → 11/2024
    Lpl Enterprise, Llc
    Fort Mill, SC
  • 11/2024 → Present
    Destination Wealth Management
    Walnut Creek, CA
  • 10/2023 → 07/2024
    Unemployed
    Alameda, CA
Previous Registrations
  • 2024-09-23 → 2024-11-20
    Lpl Enterprise, Llc
    Fort Mill, SC
    Alameda, CA
  • 2016-07-28 → 2023-08-24
    Bancwest Investment Services, Inc.
    San Francisco, CA
    San Francisco, CA
    San Ramon, CA
    Mound, MN
  • 2011-09-01 → 2016-06-06
    Nuveen Asset Management, Llc
    Chicago, IL
  • 2006-10-04 → 2011-09-01
    Nuveen Fund Advisors, Llc
    Chicago, IL
  • 2005-08-24 → 2006-04-07
    Edge Asset Management, Inc.
    Seattle, WA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2005-08-23
  • S66 Uniform Combined State Law Examination
    2005-08-23
Other Names
  • John W Healy

View on SEC IAPD

Other Firms

USCF ADVISERS
BURTON ENRIGHT WELCH
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
SAVANT WEALTH MANAGEMENT
ONE CAPITAL MANAGEMENT, LLC
ROCKEFELLER FINANCIAL LLC
OSAIC WEALTH, INC.

Other Investors

CHRISTOPHER STEPHEN HUGHES
Gerwin de Haan
KELLY METZLER RANDALL
Sydney Irene Kovacs
DAVID ANTHONY ESPINEIRA
BENJAMIN ROSS PETERS
Annie Claire Klopstock
Alex Kyle Soderberg

Other Offices

USCF ADVISERS · WALNUT CREEK, CA
BURTON ENRIGHT WELCH · WALNUT CREEK, CA
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC · WALNUT CREEK, CA
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · WALNUT CREEK, CA
SAVANT WEALTH MANAGEMENT · Walnut Creek, CA
ONE CAPITAL MANAGEMENT, LLC · Walnut Creek, CA
ROCKEFELLER FINANCIAL LLC · Walnut Creek, CA
OSAIC WEALTH, INC. · WALNUT CREEK, CA

More in Walnut Creek, CA

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