Zoe Grace Nelson

Current Employers

Lpl Financial Llc

1055 Lpl Way, Fort Mill, SC 29715 • United States

Current Registrations

Authority	Category	Status	Date
ME	RA	APPROVED	2024-07-30

ME RA
APPROVED

Since 2024-07-30

Branch Locations

7 Portland Farms Rd, Suite #2, Scarborough, ME 04074 • 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

Organization	City	State	From	To
Navigate Wealth Planning Group	Scarborough	ME	08/2022	Present
Bankers Life	Scarborough	ME	05/2017	08/2022
University Of Southern Maine	Portland	ME	01/2014	05/2018
Free Range Fish And Lobster	Portland	ME	08/2015	05/2017
Lpl Financial Llc	Scarborough	ME	01/2024	Present

08/2022 → Present

Navigate Wealth Planning Group

Scarborough, ME
05/2017 → 08/2022

Bankers Life

Scarborough, ME
01/2014 → 05/2018

University Of Southern Maine

Portland, ME
08/2015 → 05/2017

Free Range Fish And Lobster

Portland, ME
01/2024 → Present

Lpl Financial Llc

Scarborough, ME

Other Businesses

1) 11/2023 - Navigate Wealth Planning Group / DBA for LPL Business (entity for LPL business) / Investment Realtd / 160 HRs per month / 8 Hrs during trading / start date 8/22/2022

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2024-07-25

S66 Uniform Combined State Law Examination

2024-07-25

Other Names

Zoe Grace Theriault
Zoe Grace Nelson

View on SEC IAPD

Current Employers

Lpl Financial Llc

Disclosures

Employment History

Other Businesses

Exams

Other Names

Other Firms

Other Investors

Other Offices

Reviews