Inactive

Robert James Maloney

Rockwood Wealth Management, LLC

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Current Employers

Rockwood Wealth Management, Llc

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

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2026-07-13
PA	RA	APPROVED	2025-01-27

TX RA
APPROVED

Since 2026-07-13
PA RA
APPROVED

Since 2025-01-27

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

Organization	City	State	From	To
Ci Lawn Equipment	Collegeville	PA	05/2020	08/2021
Elliott-Lewis Corporation	Philadelphia	PA	05/2022	04/2023
Rockwood Wealth Management	New Hope	PA	07/2014	05/2024
Rockwood Wealth Management	New Hope	PA	07/2024	Present
Rockwood Wealth Management, Llc	New Hope	PA	07/2024	Present

05/2020 → 08/2021

Ci Lawn Equipment

Collegeville, PA
05/2022 → 04/2023

Elliott-Lewis Corporation

Philadelphia, PA
07/2014 → 05/2024

Rockwood Wealth Management

New Hope, PA
07/2024 → Present

Rockwood Wealth Management

New Hope, PA
07/2024 → Present

Rockwood Wealth Management, Llc

New Hope, PA

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2025-01-27

S65 Uniform Investment Adviser Law Examination

2025-01-27

View on SEC IAPD

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