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6464 Lower York Road, New Hope, PA 18938 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2025-05-20 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Student | Ithaca | NY | 02/2015 | 06/2024 |
| Freudigman And Billings | Westport | CT | 06/2024 | Present |
| Rockwood Wealth Management, Llc | New Hope | PA | 02/2025 | Present |
(1) Freudigman and Billings LLC; Investment related: No; Location: 1720 Post Road Westport Connecticut 06880 USA; Description: Educational services company - provides education and therapeutic services to students of all ages. Offers tutoring and college prep, as well as essay and study skills building.; Position Title: Instructional Coach; Responsibilities Duties: Tutor students in physics, math, and econ. ; Start date: 2024-06-01; Hours per month during trading hours: 0; Hours per month outside trading hours: 4.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-05-20 |
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