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6464 Lower York Road, New Hope, PA 18938 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-07-14 |
| PA | RA | APPROVED | 2020-06-17 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Firmenich | Plainsboro | NJ | 07/2016 | 03/2020 |
| Rockwood Wealth Management | New Hope | PA | 03/2020 | Present |
| Rockwood Wealth Management | New Hope | PA | 03/2020 | Present |
Volunteer; Savvy Ladies; Investment Related: Yes; 39 Broadway Suite 1730 New York New York 10006 USA; Description of the business: Free financial helpline for women; Start date with business: 2023-05-01; Hours per month devoted to business during trading hours: 0; Hours per month devoted to business outside trading hours: 5; Percentage of total yearly compensation expected to be derived from the business: 0
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-06-17 |
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