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Kimberly A Evans

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
TX RA APPROVED 2024-01-18
PA RA APPROVED 2022-06-02
  • TX RA
    APPROVED
    Since 2024-01-18
  • PA RA
    APPROVED
    Since 2022-06-02

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 Easton PA 08/2014 05/2018
Wilmington Trust Wilmington DE 07/2018 03/2022
Rockwood Wealth Management New Hope PA 03/2022 Present
Rockwood Wealth Management New Hope PA 03/2022 Present
  • 08/2014 → 05/2018
    Student
    Easton, PA
  • 07/2018 → 03/2022
    Wilmington Trust
    Wilmington, DE
  • 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 2022-06-02
  • S65 Uniform Investment Adviser Law Examination
    2022-06-02
Designations

View on SEC IAPD

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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

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