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Mark Clive Healiss

Equitable Advisors, LLC

Greenwood Village, CO

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Current Employers
Equitable Advisors, Llc

1345 Avenue Of The Americas, New York, NY 10105 • United States

Current Registrations

AuthorityCategoryStatusDate
CO RA APPROVED 2025-06-09
  • CO RA
    APPROVED
    Since 2025-06-09

Branch Locations

5613 Dtc Parkway Suite 600, Greenwood Village, CO 80111 • 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
Lincoln Financial Advisors Englewood CO 03/2002 01/2025
Osaic Wealth, Inc. Denver CO 01/2025 06/2025
Equitable Advisors, Llc New York NY 06/2025 Present
Previous Registrations
  • 2025-01-24 → 2025-06-17
    Osaic Wealth, Inc.
    Denver, CO
  • 2002-04-25 → 2025-01-24
    Osaic Fa, Inc.
    Denver, CO
    Denver, CO
Other Businesses

VARIOUS OUTSIDE INSURANCE APPOINTMENTS.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2000-07-28
S63 Uniform Securities Agent State Law Examination 2000-06-01
  • S65 Uniform Investment Adviser Law Examination
    2000-07-28
  • S63 Uniform Securities Agent State Law Examination
    2000-06-01
Other Names
  • Mark C Healiss

View on SEC IAPD

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Other Offices

DODDS WEALTH, LLC · GREENWOOD VILLAGE, CO
MARSHALL INVESTMENT MANAGEMENT, LLC · GREENWOOD VILLAGE, CO
AXS CAPITAL, LLC · GREENWOOD VILLAGE, CO
MORGAN STANLEY · Greenwood Village, CO
RBC CAPITAL MARKETS, LLC · GREENWOOD VILLAGE, CO
LPL FINANCIAL LLC · GREENWOOD VILLAGE, CO
LPL FINANCIAL LLC · GREENWOOD VILLAGE, CO
WESTERN WEALTH MANAGEMENT LLC · Greenwood Village, CO

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