Patrick Thomas Healy

Current Employers

Employment History

• 10/2016 → 10/2017
  Pacific Investment Management Company Llc
  Newport Beach, CA
• 10/2017 → 03/2022
  Pacific Investment Management Company Llc
  Newport Beach, CA
• 10/2016 → 04/2022
  Pimco Investments Llc
  Newport Beach, CA
• 10/2016 → 10/2017
  Haley Stuart Group
  Newport Beach, CA
• 06/2016 → 10/2016
  Beacon Pointe Advisors
  Newport Beach, CA
• 05/2022 → 05/2025
  Grove Point Investments, Llc
  Rockville, MD
• 05/2022 → 07/2022
  Seamount Financial Group
  Orange, CA
• 07/2022 → Present
  Seamount Financial Group Inc.
  Tustin, CA
• 05/2025 → Present
  Lpl Financial Llc
  Tustin, CA

Other Businesses

1. 05/2025 - Insurance - Non-Variable Insurance - Agent - Investment Related - At Reported Business Location(s) - Start Date 03/13/2025- 2 hours per month/ during trading 2. 05/15/2025 - Seamount Financial Group, Inc. - Registered Investment Advisor Hybrid - Investment Related - At Reported Business Location(s) - Start Date:03/14/2025 - 160 Hrs/Mth - 160 Hrs During Trading - I provide investment advisory services through Seamount Financial Group, Inc., an independent investment advisor firm. I started this business activity in 03/2025. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial.

Exams

• S66 Uniform Combined State Law Examination
  2022-06-29
• S63 Uniform Securities Agent State Law Examination
  2018-07-31

Designations