Nancy Zehr

Current Employers

Employment History

• 08/2014 → 05/2018
  Raymond James & Associates Inc
  Fort Pierce, FL
• 01/2016 → 06/2017
  First -- S.P.A.M. Robotics
  Stuart, FL
• 07/2018 → 12/2020
  International Assets Advisory Llc
  Orlando, FL
• 05/2018 → 10/2020
  Naples Wealth Planning
  Naples, FL
• 10/2020 → 07/2023
  Laidlaw Wealth Management Dba Naples Wealth Planning
  Orlando, FL
• 10/2020 → 07/2023
  Laidlaw & Company (Uk) Ltd.
  Naples, FL
• 07/2023 → 08/2024
  Imprint Wealth Llc Dba Price Wealth Management
  Stuart, FL
• 08/2023 → 08/2024
  American Global Wealth Management, Inc.
  Mcdonough, GA
• 08/2024 → Present
  Mesirow Finanical Inc
  Stuart, FL

Previous Registrations

• 2024-06-24 → 2024-09-30
  Imprint Wealth Llc
  Mount Pleasant, SC
  Stuart, FL
• 2024-06-25 → 2024-09-18
  Naples Wealth Planning
  Bonita Springs, FL
  Stuart, FL
• 2023-07-11 → 2024-06-17
  Imprint Wealth Llc
  Mount Pleasant, SC
  Stuart, FL
• 2020-12-15 → 2023-08-04
  Laidlaw Wealth Management Llc
  Stuart, FL
• 2018-11-05 → 2020-12-31
  Capitalrock Financial, Llc
  Stuart, FL
  Naples, FL

Other Businesses

1) MARTIN COUNTY SUPERVISORS OF ELECTIONS, NON INVESTMENT RELATED, STUART, FL, POLL INSPECTOR, ASSISTANT CLERK , FOR EARLY & GENERAL ELECTIONS DAYS ONLY - UP TO 12 HOURS, 2) MARTIN COUNTY S.P.A.M. ROBOTICS FOUNDATION, INC. NOT INVESTMENT RELATED; 2616 SE DIXIE HWY STUART FL 34996; 501c3 LOCAL SCHOOL DISTRICT ROBOTICS PROGRAM; POSITION OF SECRETARY STARTING 9/15/2023; 1-2 HOURS PER MONTH WITH NONE DURING TRADING HOURS; DUTIES ARE TO WORK WITH DIRECTORS TO ESTABLISH THE FOUNDATION FOR THE ROBOTICS PROGRAM FUNDRAISING.

Exams

• S65 Uniform Investment Adviser Law Examination
  2018-10-15
• S63 Uniform Securities Agent State Law Examination
  1996-03-22

Other Names

• Nancy Zehr Peavler
• Nancy L Zehr