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3925 Fountains Blvd Ne Suite 200, Cedar Rapids, IA 52411 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2025-10-03 |
| TX | RA | APPROVED_RES | 2025-10-02 |
Branch Locations
3925 Fountains Blvd Ne Suite 200, Cedar Rapids, IA 52411 • UNITED STATES
1055 Westlakes Drive Suite 305, Berwyn, PA 19312 • United States
2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Berwyn | PA | 05/2009 | 10/2016 |
| Wells Fargo Advisors Financial Network, Llc | Berwyn | PA | 10/2016 | 10/2025 |
| Nations Financial Group, Inc. | Berwyn | PA | 10/2025 | Present |
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
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-01-07 |
| S63 | Uniform Securities Agent State Law Examination | 1983-06-03 |
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