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6464 Lower York Road, New Hope, PA 18938 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2026-07-29 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pathstone | Englewood | NJ | 05/2015 | 06/2026 |
| Rockwood Wealth Management, Llc | New Hope | PA | 07/2026 | Present |
| Rockwood Wealth Management, Llc | New Hope | PA | 07/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2011-11-09 |
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