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RIA / WealthAdvisor21 years in industry

John Walter Healy

Advisor at DESTINATION WEALTH MANAGEMENT

WALNUT CREEK, CA

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Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 9:59 PM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 2
On other graphs: 0
Observed: Aug 24, 2005 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: DESTINATION WEALTH MANAGEMENT
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Aug 23, 2005earliest registration or exam on IAPD
Years in industry: 21derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 5
Current registrations: 1
Registered states: 1
Exams: S66
First exam: Aug 23, 2005
First registration: Aug 24, 2005
Dual registered: no
Other names: JOHN W HEALY
IAPD individual key: 2131366

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
DESTINATION WEALTH MANAGEMENT	Independent wealth	Dec 20, 2024	n/a	yes	WALNUT CREEK, CA	Current employment
LPL ENTERPRISE, LLC	Bd affiliated wealth	Sep 23, 2024	Nov 20, 2024	no	FORT MILL, SC\|Alameda, CA	Previous registration
BANCWEST INVESTMENT SERVICES, INC. (BWIS)	Former SEC adviser	Jul 28, 2016	Aug 24, 2023	no	SAN FRANCISCO, CA\|SAN FRANCISCO, CA\|SAN RAMON, CA\|MOUND, MN	Previous registration
NUVEEN ASSET MANAGEMENT, LLC	Mixed wealth	Sep 1, 2011	Jun 6, 2016	no	CHICAGO, IL	Previous registration
NUVEEN FUND ADVISORS, LLC	Asset manager	Oct 4, 2006	Sep 1, 2011	no	CHICAGO, IL	Previous registration
EDGE ASSET MANAGEMENT, INC.	Former SEC adviser	Aug 24, 2005	Apr 7, 2006	no	SEATTLE, WA	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
LPL ENTERPRISE, LLC	DESTINATION WEALTH MANAGEMENT	Nov 20, 2024	Dec 20, 2024	30	Firm change	Other
BANCWEST INVESTMENT SERVICES, INC. (BWIS)	LPL ENTERPRISE, LLC	Aug 24, 2023	Sep 23, 2024	396	Firm change	Ibd to new firm
NUVEEN ASSET MANAGEMENT, LLC	BANCWEST INVESTMENT SERVICES, INC. (BWIS)	Jun 6, 2016	Jul 28, 2016	52	Firm change	Other
NUVEEN FUND ADVISORS, LLC	NUVEEN ASSET MANAGEMENT, LLC	Sep 1, 2011	Sep 1, 2011	0	Bulk transfer	Other
EDGE ASSET MANAGEMENT, INC.	NUVEEN FUND ADVISORS, LLC	Apr 7, 2006	Oct 4, 2006	180	Firm change	Other

Relationships

Registered with (6)

→ DESTINATION WEALTH MANAGEMENTRegistered adviserregistration: current employment
Dec 20, 2024 to presentfactForm ADV
→ LPL ENTERPRISE, LLCRegistered adviserregistration: previous registration
Sep 23, 2024 to Nov 20, 2024factForm ADV
→ BANCWEST INVESTMENT SERVICES, INC. (BWIS)Registered adviserregistration: previous registration
Jul 28, 2016 to Aug 24, 2023factForm ADV
→ NUVEEN ASSET MANAGEMENT, LLCRegistered adviserregistration: previous registration
Sep 1, 2011 to Jun 6, 2016factForm ADV
→ NUVEEN FUND ADVISORS, LLCRegistered adviserregistration: previous registration
Oct 4, 2006 to Sep 1, 2011factForm ADV
→ EDGE ASSET MANAGEMENT, INC.Registered adviserregistration: previous registration
Aug 24, 2005 to Apr 7, 2006factForm ADV

Dated events

Occurred
Nov 20, 2024
Advisor changed firm
John Walter Healy left Lpl Enterprise, Llc for Destination Wealth Management (registered 2024-12-20)
Form ADVobserved 6 days ago
Occurred
Aug 24, 2023
Advisor changed firm
John Walter Healy left Bancwest Investment Services, Inc. (Bwis) for Lpl Enterprise, Llc (registered 2024-09-23)
Form ADVobserved 6 days ago