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6464 Lower York Road, New Hope, PA 18938 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2017-09-29 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Marshall Financial Group, Inc. | Doylestown | PA | 02/2000 | Present |
| Rockwood Wealth Management | New Hope | PA | 08/2017 | Present |
| Rockwood Wealth Management | New Hope | PA | 08/2017 | Present |
US Lacrosse and Pennsylvania Interscholastic Athletic Association certified boys lacrosse official. Self-employed contractor. Captain Connor J. Bednarzyk, USA Memorial Fund; investment related: No; 3697 East Brandon Way, Doylestown, PA 18902; The organization is a PA charitable corporation whose purpose is to encourage and assist those who will serve, are serving, or have served our Country by serving in the Armed Forces of the United States and to motivate and instill leadership qualities in those same individuals in the memory of Connor J. Bednarzyk.; Corporate Secretary / Board Member; Corporate Secretary / Board Member; 2019-06-26; Hours devoted to business during trading hours: 2; Hours devoted to business outside trading hours: 6; Percentage of total yearly compensation expected to be derived from the business: 0. WASHINGTON CROSSING COUNCIL, BOY SCOUTS OF AMERICA; EXECUTIVE BOARD MEMBER; INVESTMENT RELATED: NO; ONE SCOUT WAY, DOYLESTOWN, PA 18902; THE ORGANIZATION IS A 501(C)3 ORGANIZATION THAT HAS A LOCAL COUNCIL CHARTER FOR SCOUTING USA.; NON-PROFIT BOARD OF DIRECTORS MEMBER; 2021-12-15; HOURS DEVOTED TO BUSINESS DURING TRADING HOURS: 2; HOURS DEVOTED TO BUSINESS OUTSIDE TRADING HOURS: 8;
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-10-12 |
| S63 | Uniform Securities Agent State Law Examination | 1997-04-15 |
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