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Inactive

Zachary Alexander Nelson

Wellth Advisory Services, LLC

Redwood City, CA

Shorewood, IL

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Current Employers
Wellth Advisory Services, Llc

Shorewood, IL • United States

Current Registrations

AuthorityCategoryStatusDate
UT RA APPROVED 2024-07-19
CA RA APPROVED 2024-06-28
  • UT RA
    APPROVED
    Since 2024-07-19
  • CA RA
    APPROVED
    Since 2024-06-28

Branch Locations

1733 Woodside Road Suite 350, Redwood City, CA 94061 • United States

Shorewood, IL • 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
Fidelity Investments Salt Lake City UT 01/2006 07/2023
Newfront Retirement Services, Inc. San Francisco CA 07/2023 04/2024
Abd Insurance & Financial Services, Inc. San Mateo CA 07/2023 04/2024
Global Retirement Partners, Llc San Rafael CA 04/2024 06/2024
Wellth Advisory Services, Llc Shorewood IL 06/2024 Present
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2011-06-07
S63 Uniform Securities Agent State Law Examination 2006-06-09
  • S66 Uniform Combined State Law Examination
    2011-06-07
  • S63 Uniform Securities Agent State Law Examination
    2006-06-09
Designations
Other Names
  • Zachary A Nelson
  • Zach Nelson

View on SEC IAPD

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Other Offices

STRATOS WEALTH PARTNERS, LTD · Redwood City, CA
STRATOS WEALTH PARTNERS, LTD · Redwood City, CA
ALLSTATE FINANCIAL ADVISORS, LLC · Redwood City, CA
OSAIC WEALTH, INC. · REDWOOD CITY, CA
NEPC, LLC · Redwood City, CA
AINA CLIMATE AI VENTURES, LLC · REDWOOD CITY, CA
OSAIC INSTITUTIONS, INC. · Redwood City, CA
1ST COURSE CAPITAL MANAGEMENT, LLC · REDWOOD CITY, CA

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