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Account
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6464 Lower York Road, New Hope, PA 18938 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-07-13 |
| PA | RA | APPROVED | 2022-04-04 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Vanguard Group, Inc. | Malvern | PA | 08/2015 | 06/2020 |
| Fidelity Investments | Princeton | NJ | 06/2020 | 03/2022 |
| Rockwood Wealth Management | New Hope | PA | 03/2022 | Present |
I am the President and Chair of the Board for a local non-profit organization. I am not compensated for this volunteer work. I do have access to an endowment fund and bank account through dual signing authority.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-09-25 |
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