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Inactive

Carlie Elizabeth Shorr

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 2026-07-13
PA RA APPROVED 2024-11-19
  • TX RA
    APPROVED
    Since 2026-07-13
  • PA RA
    APPROVED
    Since 2024-11-19

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
The Blue Bell Inn Blue Bell PA 03/2020 06/2023
Foundations Financial Partners Doylestown PA 06/2023 07/2023
Rockwood Wealth Management New Hope PA 12/2023 Present
Rockwood Wealth Management, Llc New Hope PA 12/2023 Present
Upper Dublin High School Fort Washington PA 09/2015 06/2019
Saint Joseph's University Philadelphia PA 08/2019 05/2020
Temple University Philadelphia PA 09/2020 05/2023
Unemployed New Hope PA 07/2023 12/2023
  • 03/2020 → 06/2023
    The Blue Bell Inn
    Blue Bell, PA
  • 06/2023 → 07/2023
    Foundations Financial Partners
    Doylestown, PA
  • 12/2023 → Present
    Rockwood Wealth Management
    New Hope, PA
  • 12/2023 → Present
    Rockwood Wealth Management, Llc
    New Hope, PA
  • 09/2015 → 06/2019
    Upper Dublin High School
    Fort Washington, PA
  • 08/2019 → 05/2020
    Saint Joseph's University
    Philadelphia, PA
  • 09/2020 → 05/2023
    Temple University
    Philadelphia, PA
  • 07/2023 → 12/2023
    Unemployed
    New Hope, PA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-11-19
  • S65 Uniform Investment Adviser Law Examination
    2024-11-19
Other Names
  • Carlie Shorr

View on SEC IAPD

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Other Investors

JAGRUTI D PANWALA
ARTI K SHAH
CHRISTOPHER EARL LINDENTHAL
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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