Inactive

Mark Theodore Kelly

Rockwood Wealth Management, LLC

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Current Employers

Rockwood Wealth Management, Llc

6464 Lower York Road, New Hope, PA 18938 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED_RES	2024-01-19
PA	RA	APPROVED	2013-05-02

TX RA
APPROVED_RES

Since 2024-01-19
PA RA
APPROVED

Since 2013-05-02

Branch Locations

6464 Lower York Road, New Hope, PA 18938 • 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
Hirtle Callaghan & Co. Llc	W. Conshohocken	PA	10/2011	Present

10/2011 → Present

Hirtle Callaghan & Co. Llc

W. Conshohocken, PA

Previous Registrations

2011-10-07 → 2013-04-30

Hirtle & Co., Llc

West Conshohocken, PA
2011-02-18 → 2011-05-24

Mycio Wealth Partners, Llc

Philadelphia, PA
2007-05-03 → 2010-11-30

Convergent Wealth Advisors, Llc

Rockville, MD

Radnor, PA
2004-07-12 → 2007-05-03

Lydian Wealth Management Company, Llc

Rockville, MD

View on SEC IAPD

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ORCHESTRA MEDICAL VENTURES, LLC · NEW HOPE, PA

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COMMONWEALTH FINANCIAL NETWORK · NEW HOPE, PA

MOONDANCE INVESTMENT ADVISORS, LLC · NEW HOPE, PA

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