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Current Employers
Rockwood Wealth Management, Llc

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

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2018-08-27
  • PA RA
    APPROVED
    Since 2018-08-27

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
Rockwood Wealth Management New Hope PA 06/2018 Present
Rockwood Wealth Management New Hope PA 06/2018 Present
Hagan Home Building, Llc New Hope PA 06/2005 06/2018
  • 06/2018 → Present
    Rockwood Wealth Management
    New Hope, PA
  • 06/2018 → Present
    Rockwood Wealth Management
    New Hope, PA
  • 06/2005 → 06/2018
    Hagan Home Building, Llc
    New Hope, PA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2018-08-27
  • S65 Uniform Investment Adviser Law Examination
    2018-08-27
Designations

View on SEC IAPD

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