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37 S. Main Street, Yardley, PA 19067 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2023-10-31 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors | Philadelphia | PA | 04/2016 | 07/2018 |
| Wells Fargo Clearing Services, Llc | Philadelphia | PA | 11/2016 | 07/2018 |
| Rockwood Wealth Management | New Hope | PA | 08/2018 | 10/2023 |
| Yardley Wealth Management | Yardley | PA | 10/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-05-23 |
| S63 | Uniform Securities Agent State Law Examination | 2014-08-04 |
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