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6464 Lower York Road, New Hope, PA 18938 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2021-11-01 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Rockwood Wealth Management | New Hope | PA | 07/2021 | Present |
| Rockwood Wealth Management | New Hope | PA | 07/2021 | Present |
| Bridgewater Associates | Westport | CT | 08/2017 | 06/2021 |
| Us Army | Augusta | GA | 05/2012 | 08/2017 |
1. Bugle Volunteer Technologies; unpaid support; 10% shareholder; Not Investment Related; Nashville TN 37512; fundraising; Start date with business: 2019-01-01; 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 | 2021-11-01 |
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