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6464 Lower York Road, New Hope, PA 18938 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2020-12-14 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jfs Wealth Advisors | Doylestown | PA | 10/2015 | 04/2019 |
| Mariner Wealth Advisors | Blue Bell | PA | 04/2019 | 11/2020 |
| Rockwood Wealth Management | New Hope | PA | 11/2020 | Present |
| Rockwood Wealth Management | New Hope | PA | 11/2020 | Present |
THEATRE HORIZON, 401 DEKALB ST, NORRISTOWN, PA; NOT INVESTMENT RELATED; SERVES ON THE BOARD OF DIRECTORS AND FINANCE COMMITTEE PROVIDING GOVERNANE AND OVERSIGHT OF ORGANIZATION; 3 HRS/MONTH AND 1 HR/MONTH DURING SECURITIES TRADING HOURS.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2002-10-11 |
| S63 | Uniform Securities Agent State Law Examination | 2000-04-17 |
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