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6464 Lower York Road, New Hope, PA 18938 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2022-03-14 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Robustwealth | Lambertville | NJ | 02/2018 | 07/2021 |
| Bb&T | King Of Prussia | PA | 02/2013 | 02/2018 |
| Orion Advisor Technology | Omaha | NE | 08/2021 | Present |
| Orion Portfolio Solutions | Omaha | NE | 08/2021 | 02/2022 |
| Rockwood Wealth Management | New Hope | PA | 03/2022 | Present |
| Rockwood Wealth Management | New Hope | PA | 03/2022 | Present |
| Callaway Henderson, Sothebys | Pennington | NJ | 01/2005 | Present |
01/05/2005 - Present. Licensed Real Estate Salesperson. Callaway Henderson Sotheby's International Realty. Non-Investment related. Address: 10 South Main Street, Pennington, NJ 08534.Less than 5 hours per month during non-trading/business hours. I have a Pennsylvania real estate sales license
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2002-01-28 |
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