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1776 Pleasant Plain Rd., Fairfield, IA 52556-8757 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-03-26 |
| TX | RA | APPROVED | 2024-03-15 |
Branch Locations
4767 New Broad St. Ste. 1034, Orlando, FL 32814 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Axa Advisors, Llc | New York | NY | 08/2002 | 06/2020 |
| Equitable Advisors, Llc | New York | NY | 08/2002 | 03/2024 |
| Cambridge Investment Research, Inc. | Fairfield | IA | 03/2024 | Present |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 03/2024 | Present |
1) MARCUS HEALEY AND JILL HEALEY, 2100 East End Avenue, Winter Park FL 32789, 02/2024, Owner, Real Estate, NIR, 10 HR/MO, 1 HR/MO TRADING 2) CIRA, 1776 PLEASANT PLAIN RD FAIRFIELD IA, 03/2024, AS ADVISORY REP OF AN RIA. INV REL, 160 HR/MO, 120 HR/MO TRADING 3) BULL & BEAR WEALTH MANAGEMENT PARTNERS LLC, 4767 NEW BROAD STREET SUITE 1034 ORLANDO FL, 08/01/2024, IAR, DBA, INV REL, 160 HR/MO 160 HR/MO TRADING 4) 3RD PARTY INSURANCE CARRIERS, MARCUS HEALEY, 4767 New Broad Street, Suite 1034, Orlando FL 32814, United States, 07/17/2025, Agent, Insurance/Benefits/Human Resources, NIR, 10 HR/MO - 10 HR/MO TRADING 5) BULL & BEAR WMP - CRUMP & ASH BROKERAGE INSURANCE/ANNUITY SERVICES, 4767 New Broad Street, Suite 1034, Orlando FL 32814, United States, 07/17/2025, Agent, Insurance/Benefits/Human Resources, NIR, 4 HR/MO - 4 HR/MO TRADING. 6) BULL & BEAR VENTURES LLC / BULL & BEAR INSURANCE LLC / BULL & BEAR TAX LLC, 4764 New Broad Street, Suite 1034, Orlando FL 32814, United States, 03/2026, Owner, Tax Services, NIR, 10 HR/MO - 5 HR/MO TRADING 7) Marcus Healey, 4767 New Broad Street, Suite 1034, Orlando FL 32814, 04/2026, Agent, 1099, NIR, 4 HR/MO, 4 HR/MO TRADING 8) HEALEY WEALTH MANAGEMENT, LLC, 4767 New Broad Street Suite 1034, Orlando FL 32814, 06/2026, Owner, Insurance/Benefits/Human Resources, NIR, 3 HR/MO, 3 HR/MO TRADING
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2002-11-27 |
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