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6464 Lower York Road, New Hope, PA 18938 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2020-01-01 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Rockwood Wealth Management | New Hope | PA | 08/2019 | Present |
| Rockwood Wealth Management | New Hope | PA | 08/2019 | Present |
| Student | Philadelphia | PA | 09/2009 | 08/2019 |
| Financial Compass, Llc | Newtown | PA | 03/2019 | 07/2019 |
| Curo Wealth Management | Langhorne | PA | 05/2018 | 03/2019 |
Savvy Ladies; Helpline Volunteer; Investment related: Yes; Location: Online; Duties: Get matched with women who need assistance with budgeting, investing, and basic financial concepts. Talk with that woman for about one hour via Zoom or phone (in non-business hours). I take about two to three volunteers a month so only 2-3 hours per month of volunteering.; 2022-07-01; Hours per month devoted to business during trading hours: 0; 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 | 2019-12-31 |
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