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Current Employers
Cambridge Investment Research Advisors, Inc.

1776 Pleasant Plain Rd., Fairfield, IA 52556-8757 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2024-03-26
TX RA APPROVED 2024-03-15
  • FL RA
    APPROVED
    Since 2024-03-26
  • TX RA
    APPROVED
    Since 2024-03-15

Branch Locations

4767 New Broad St. Ste. 1034, Orlando, FL 32814 • 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
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
Previous Registrations
Other Businesses

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

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2002-11-27
  • S66 Uniform Combined State Law Examination
    2002-11-27
Other Names
  • Marcus A Healey

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