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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 2026-04-09
  • PA RA
    APPROVED
    Since 2026-04-09

Branch Locations

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

3925 Fountains Blvd Ne Suite 200, Cedar Rapids, IA 52411 • 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 Financial Network, Llc Berwyn PA 05/2024 10/2025
Giant Food Stores Phoenixville PA 09/2020 05/2023
West Chester University West Chester PA 08/2021 08/2025
21St Century Cyber Charter School Downingtown PA 08/2015 05/2021
Nations Financial Group, Inc. Berwyn PA 10/2025 Present
  • 05/2024 → 10/2025
    Wells Fargo Advisors Financial Network, Llc
    Berwyn, PA
  • 09/2020 → 05/2023
    Giant Food Stores
    Phoenixville, PA
  • 08/2021 → 08/2025
    West Chester University
    West Chester, PA
  • 08/2015 → 05/2021
    21St Century Cyber Charter School
    Downingtown, PA
  • 10/2025 → Present
    Berwyn, PA
Other Businesses

VIRIDITY WEALTH MANAGEMENT. INVESTMENT RELATED. 1055 WESTLAKES DR SUITE 305 BERWYN, PA 19312. DBA TO OFFER INVESTMENT AND ADVISORY SERVICES. POSITION IS REGISTERED CLIENT ASSOCIATE. START DATE IS JULY APRIL 2026. APPROX 160 HOURS PER MONTH, APPROX 160 HOURS DURING SECURITY TRADING HOURS, DUTIES INCLUDE ASSISTING WITH PREPARING FINANCIAL PLANS FOR CLIENT MEETINGS, ASSIST WITH OFFICE TASKS

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-02-03
  • S66 Uniform Combined State Law Examination
    2026-02-03

View on SEC IAPD

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