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6464 Lower York Road, New Hope, PA 18938 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2026-01-01 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Unemployed | Philadelphia | PA | 02/2015 | 12/2021 |
| La Salle University | Philadelphia | PA | 01/2022 | 08/2022 |
| Usa Tax Services | Philadelphia | PA | 01/2023 | 04/2023 |
| Retireus | Philadelphia | PA | 06/2023 | 08/2023 |
| Rockwood Wealth Management, Llc | Philadelphia | PA | 01/2024 | 05/2025 |
| Rockwood Wealth Management, Llc | Philadelphia | PA | 07/2025 | Present |
| Rockwood Wealth Management, Llc | New Hope | PA | 07/2025 | Present |
| Student | Philadelphia | PA | 08/2022 | 01/2023 |
| Student | Philadelphia | PA | 08/2023 | 12/2023 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-12-31 |
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