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6464 Lower York Road, New Hope, PA 18938 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2016-06-11 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Rockwood Wealth Management | New Hope | PA | 01/2016 | Present |
Finance Committee Member; Bucks County Opportunity Council - Finance Committee; Investment Related: No; 100 Doyle Street Doylestown PA 18901 United States; Description of the business: The Bucks County Opportunity Council provides a comprehensive range of self-sufficiency, both emergency and preventative, free tax preparation, financial literacy and asset development, food assistance, and weatherization services.; Responsibilities Duties: Member of the Organizations Finance Commitee; Start date with business: 2023-01-03; Hours per month devoted to business during trading hours: 0; Hours per month devoted to business outside trading hours: 1; Percentage of total yearly compensation expected to be derived from the business: 0
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2012-02-14 |
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