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John Earl Helvie

Rockwood Wealth Management, LLC

New Hope, PA

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Current Employers
Rockwood Wealth Management, Llc

6464 Lower York Road, New Hope, PA 18938 • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2022-04-29
  • PA RA
    APPROVED
    Since 2022-04-29

Branch Locations

6464 Lower York Road, New Hope, PA 18938 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Student Glenside PA 01/2016 01/2019
Excel Physical Therapy Media PA 03/2019 02/2021
Fox Rehabilitation Philadelphia PA 03/2021 02/2022
Rockwood Wealth Management New Hope PA 03/2022 Present
Rockwood Wealth Management New Hope PA 03/2022 Present
  • 01/2016 → 01/2019
    Student
    Glenside, PA
  • 03/2019 → 02/2021
    Excel Physical Therapy
    Media, PA
  • 03/2021 → 02/2022
    Fox Rehabilitation
    Philadelphia, PA
  • 03/2022 → Present
    Rockwood Wealth Management
    New Hope, PA
  • 03/2022 → Present
    Rockwood Wealth Management
    New Hope, PA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-04-29
  • S65 Uniform Investment Adviser Law Examination
    2022-04-29
Other Names
  • John Helvie

View on SEC IAPD

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ARTI K SHAH
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DEBRA T JONES
CHRISTOPHER HAMILTON BRASHIER
LEONARD J BRODSKY
KELLY ANN BINKOWSKI
WILLIAM HOWARD STANERT

Other Offices

OSAIC WEALTH, INC. · NEW HOPE, PA
ORCHESTRA MEDICAL VENTURES, LLC · NEW HOPE, PA
CW ADVISORS, LLC · NEW HOPE, PA
COMMONWEALTH FINANCIAL NETWORK · NEW HOPE, PA
MOONDANCE INVESTMENT ADVISORS, LLC · NEW HOPE, PA
EDWARD JONES · LAMBERTVILLE, NJ
EQUITABLE ADVISORS, LLC · NEW HOPE, PA
GRO CAPITAL, LLC · LAMBERTVILLE, NJ

More in New Hope, PA

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