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Current Employers
Nations Financial Group, Inc.

3925 Fountains Blvd Ne Suite 200, Cedar Rapids, IA 52411 • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2025-10-03
TX RA APPROVED 2025-10-03
  • PA RA
    APPROVED
    Since 2025-10-03
  • TX RA
    APPROVED
    Since 2025-10-03

Branch Locations

3925 Fountains Blvd Ne Suite 200, Cedar Rapids, IA 52411 • UNITED STATES

1055 Westlakes Drive Suite 305, Berwyn, PA 19312 • United States

4259 Swamp Road Suite 285, Doylestown, PA 18901 • 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
Wells Fargo Advisors Llc Berwyn PA 05/2009 10/2016
Wells Fargo Advisors Financal Network, Llc Berwyn PA 10/2016 10/2025
Nations Financial Group, Inc. Berwyn PA 10/2025 Present
  • 05/2009 → 10/2016
    Wells Fargo Advisors Llc
    Berwyn, PA
  • 10/2016 → 10/2025
    Wells Fargo Advisors Financal Network, Llc
    Berwyn, PA
  • 10/2025 → Present
    Berwyn, PA
Previous Registrations
Other Businesses

VIRIDITY WEALTH MANAGEMENT. INVESTMENT RELATED. 1055 WESTLAKES DR SUITE 305 BERWYN, PA 19312. DBA TO OFFER INVESTMENT AND ADVISORY SERVICES. POSITION IS OWNER. START DATE IS JULY 2025. APPROX 160 HOURS PER MONTH, APPROX 160 HOURS DURING SECURITY TRADING HOURS, DUTIES INCLUDE TO PROVIDE INVESTMENT AND ADVISORY SERVICES TO CLIENTS

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2008-04-25
  • S66 Uniform Combined State Law Examination
    2008-04-25
Designations
Other Names
  • Chad B Friedman

View on SEC IAPD

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