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6464 Lower York Road, New Hope, PA 18938 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2024-01-26 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Rockwood Wealth Management | New Hope | PA | 10/2023 | Present |
| Unemployed | Bridgewater | NJ | 05/2023 | 09/2023 |
| Highland Financial Advisors | Wayne | NJ | 10/2022 | 05/2023 |
| Stolzer, Rothschild, Leavy, Llc | Basking Ridge | NJ | 02/2020 | 09/2022 |
| William Paterson University | Wayne | NJ | 08/2022 | 08/2022 |
| Charles Schwab Co. | West Lake | TX | 06/2022 | 07/2022 |
| Texas Tech Univeristy | Lubbock | TX | 07/2021 | 07/2021 |
| Quick Chek | Bridgewater | NJ | 06/2019 | 02/2020 |
| Sushi House | Bridgewater | NJ | 11/2018 | 05/2019 |
| Student | Bridgewater | NJ | 10/2011 | 11/2018 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-01-26 |
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