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Courtney Lynn Durham

Rockwood Wealth Management, LLC

New Hope, PA

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Current Employers
Rockwood Wealth Management, Llc

6464 Lower York Road, New Hope, PA 18938 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2020-03-10
PA RA APPROVED 2019-09-23
  • TX RA
    APPROVED
    Since 2020-03-10
  • PA RA
    APPROVED
    Since 2019-09-23

Branch Locations

6464 Lower York Road, New Hope, PA 18938 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Merrill Lynch Blue Bell PA 01/2017 12/2017
Hatboro- Horsham School District Horsham PA 09/2007 12/2017
Rockwood Wealth Management New Hope PA 02/2018 Present
Rockwood Wealth Management New Hope PA 03/2018 Present
  • 01/2017 → 12/2017
    Merrill Lynch
    Blue Bell, PA
  • 09/2007 → 12/2017
    Hatboro- Horsham School District
    Horsham, PA
  • 02/2018 → Present
    Rockwood Wealth Management
    New Hope, PA
  • 03/2018 → Present
    Rockwood Wealth Management
    New Hope, PA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2019-09-23
  • S65 Uniform Investment Adviser Law Examination
    2019-09-23
Designations
Other Names
  • Courtney L Durham

View on SEC IAPD

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Other Investors

JAGRUTI D PANWALA
ARTI K SHAH
CHRISTOPHER EARL LINDENTHAL
DEBRA T JONES
CHRISTOPHER HAMILTON BRASHIER
LEONARD J BRODSKY
KELLY ANN BINKOWSKI
WILLIAM HOWARD STANERT

Other Offices

OSAIC WEALTH, INC. · NEW HOPE, PA
ORCHESTRA MEDICAL VENTURES, LLC · NEW HOPE, PA
CW ADVISORS, LLC · NEW HOPE, PA
COMMONWEALTH FINANCIAL NETWORK · NEW HOPE, PA
MOONDANCE INVESTMENT ADVISORS, LLC · NEW HOPE, PA
EDWARD JONES · LAMBERTVILLE, NJ
EQUITABLE ADVISORS, LLC · NEW HOPE, PA
GRO CAPITAL, LLC · LAMBERTVILLE, NJ

More in New Hope, PA

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