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One West Pennsylvania Avenue Suite 500, Towson, MD 21204 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2025-10-02 |
| TX | RA | APPROVED | 2025-10-02 |
Branch Locations
60 East 42Nd Street Suite 1120, New York, NY 10165 • United States
One West Pennsylvania Avenue Suite 500, Towson, MD 21204 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Rockwood Wealth Management | New Hope | PA | 06/2014 | 06/2017 |
| Wealthstream Advisors, Inc. | New York | NY | 06/2017 | 06/2018 |
| Wealthstream Advisors | New York | NY | 06/2018 | 06/2021 |
| Wealthstream Advisors | New York | NY | 06/2021 | 06/2022 |
| Wealthstream Advisors | New York | NY | 06/2022 | 09/2025 |
| Greenspring Advisors, Llc | New York | NY | 10/2025 | Present |
| Greenspring Advisors, Llc | New York | NY | 10/2025 | Present |
Planning committee for NAPFA Large Firm Forum, no compensation.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-09-23 |
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