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6464 Lower York Road, New Hope, PA 18938 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2022-07-15 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Dam Good Cafe | Dublin | PA | 10/2015 | 01/2020 |
| Liberty University | Lynchburg | VA | 08/2016 | 05/2020 |
| Thrivent Investment Management Inc | Perkasie | PA | 06/2020 | 07/2021 |
| Mac Capital Partners | Plymouth Meeting | PA | 05/2018 | 08/2018 |
| Omni Senior Living | Solon | OH | 06/2019 | 08/2019 |
| Thrivent Financial | Appleton | WI | 07/2020 | 11/2020 |
| Thrivent Financial | Appleton | WI | 11/2020 | 07/2021 |
| Crossgate Wealth Advisors, Llc | Yardley | PA | 08/2021 | 05/2022 |
| Rockwood Wealth Management | New Hope | PA | 07/2022 | Present |
| Investment Adviser Representative | New Hope | PA | 07/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-09-09 |
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