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Detailed Report
Patrick Joseph Healy
Patrick Joseph Healy Jr
CRD#: 6421333
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Investment Adviser
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Previous Broker
CWM, LLCCRD#: 155344 2 Park Central, Ste. 130
Southborough, MA 01772
Registration History
201820192020202120222023202420252026IACWM, LLC (CRD# 155344)2019 - Present (5 years)BLPL FINANCIAL LLC (CRD# 6413)2018 - 2019 (<1 year)
License(s)

State Registrations

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Massachusetts 11/13/2019
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Texas 11/21/2023
Current Registration(s)
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CWM, LLC (CRD#:155344)
2 Park Central, Ste. 130, Southborough, MA 01772
Registered with this firm since 11/13/2019
Previous Registration(s)
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 12/03/2018 - 11/06/2019 LPL FINANCIAL LLC (CRD#:6413) WALTHAM, MA
For additional information about investment advisers or broker-dealers, please visit
www.investor.gov
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Broker
A brokerage firm, also called a broker-dealer, is in the business of buying and selling securities – stocks, bonds, mutual funds, and certain other investment products – on behalf of its customer (as broker), for its own bank (dealer), or both. Individuals who work for broker-dealers - the sales personnel are commonly referred to as brokers.
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Investment Adviser
An investment adviser is paid for providing advice about securities to clients. In addition, some investment advisers manage investment portfolios and offer financial planning services.
Disclosures
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.