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6464 Lower York Road, New Hope, PA 18938 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2021-04-14 |
| PA | RA | APPROVED | 2020-11-12 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Horvath & Giacin, P.C. | Pennington | NJ | 01/2011 | 01/2020 |
| Eisneramper | Pennington | NJ | 01/2020 | 10/2020 |
| Rockwood Wealth Management | New Hope | PA | 11/2020 | Present |
| Rockwood Wealth Management | New Hope | PA | 11/2020 | Present |
Brian M Hansen is the Secretary of the Bucks County Estate Planning Council Board; Investment related: Yes; Location- P.O. Box 205 Furlong PA 18925; Description of the business: Our mission is to advance the knowledge and ethical standards of Estate Planning in Bucks County and to develop collegiality among professionals in estate planning and affiliated fields; Responsibilities Duties: Current Board member of the Bucks County Estate Planning Council; Start date with business: 2025-07-01; Hours per month devoted to business during trading hours: 3; Hours per month devoted to business outside trading hours: 3; Percentage of total yearly compensation expected to be derived from the business: 0.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-08-09 |
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