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James Michael Healy

Gateway Wealth Partners, LLC

Appleton, WI

North Andover, MA

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Current Employers
Gateway Wealth Partners, Llc

100 W. Lawrence Street Suite 304, Appleton, WI 54911 • United States

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2026-01-23
  • MA RA
    APPROVED
    Since 2026-01-23

Branch Locations

100 W. Lawrence Street Suite 304, Appleton, WI 54911 • United States

North Andover, MA • 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
Dunkin' Brands, Inc. Canton MA 11/2010 06/2018
Keurig Dr. Pepper Burlington MA 06/2018 11/2023
Main Street Financial Advisory Llc West Newbury MA 04/2024 12/2025
Unemployed North Andover MA 12/2023 03/2024
Gateway Wealth Partners, Llc North Andover MA 01/2026 Present
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-04-10
  • S65 Uniform Investment Adviser Law Examination
    2024-04-10
Other Names
  • James M. Healy
  • James M Healy

View on SEC IAPD

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