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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2024-10-11 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Rooney Tax & Capital Management | Doylestwon | PA | 01/2002 | Present |
| American Portfolios Financial Services, Inc. | Holbrook | NY | 12/2012 | 10/2024 |
| Osaic Wealth, Inc. | Scottsdale | AZ | 10/2024 | Present |
1) ROONEY & HODGENS LLC - OWNER & PROPRIETOR (100%); ACCOUNTING AND TAX PRACTICE. START DATE: 12/2013; DEVOTES 200 HRS PER MONTH JAN-APR, 50 HRS PER MONTH MAY-DEC. 12/11/13 2) CAPITAL WEALTH & TAX MANAGEMENT, LLC. 130 BUCK ROAD SUITE 201B, HOLLAND, PA - INSURANCE, BROKER. START DATE 1/2023, HOURS PER MONTH TBD. 3) ROONEY AND HODGENS LLC POSITION: Member NATURE: Single Member LLC INVESTMENT RELATED: No NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 11/15/2013 ADDRESS: 130 Buck Road, Suite 201B, Holland PA 18966, United States DESCRIPTION: Manage tax and Accounting Practice
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-09-25 |
| S63 | Uniform Securities Agent State Law Examination | 2002-06-17 |
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