Chad Edward Vergason

Current Employers

Employment History

• 08/2018 → 12/2022
  Principal Life Insurance Company
  Winter Park, FL
• 08/2018 → 12/2022
  Principal Securities Inc
  Winter Park, FL
• 01/2018 → 12/2023
  Thompson Insurance & Financial Dba Sync Insurance
  Winter Park, FL
• 05/2017 → 01/2018
  Berkshire Hathaway Homeservices
  Trinity, FL
• 08/2013 → 08/2017
  The Knights Pub
  Orlando, FL
• 01/2008 → 05/2017
  Student
  Sanford, FL
• 06/2019 → 08/2020
  Sync Insurance & Financial Services
  Winter Park, FL
• 01/2023 → 05/2023
  International Assets Advisory, Llc
  Longwood, FL
• 01/2023 → Present
  Sdr Investment Management, Inc.
  Longwood, FL
• 01/2025 → Present
  Cev Financial Ventures, Llc
  Lake Mary, FL

Previous Registrations

• 2020-11-23 → 2023-01-06
  Principal Securities, Inc.
  Maitland, FL
  Winter Park, FL

Other Businesses

1) NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS - 2901 TELESTAR COURT, FALLS CHURCH, VA 22042 - INDUSTRY ASSOCIATION - BOARD MEMBER SINCE 1/2023 - APPROX 2 HRS/MO - NO COMPENSATION 2) SFG, LLC., dba EXECUTIVE INSURANCE OF CENTRAL FL 100 CROWN OAK CENTRE DRIVE, LONGWOOD, FL 32750 - LIFE AND FIXED INSURANCE - LICENSED INSURANCE AGENT SINCE 01/2023 - APPROX 10 HRS/MO - COMMISSIONS

Exams

• S65 Uniform Investment Adviser Law Examination
  2020-11-18
• S63 Uniform Securities Agent State Law Examination
  2020-02-24

Designations