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Advisor at ROCKWOOD WEALTH MANAGEMENT, LLC
NEW HOPE, PA
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| ROCKWOOD WEALTH MANAGEMENT, LLC | Independent wealth | Jun 11, 2016 | n/a | yes | NEW HOPE, PA | Current employment |
| LOCUST CAPITAL MANAGEMENT LLC | Former SEC adviser | Feb 15, 2012 | Jun 2, 2016 | no | PHILADELPHIA, PA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| LOCUST CAPITAL MANAGEMENT LLC | ROCKWOOD WEALTH MANAGEMENT, LLC | Jun 2, 2016 | Jun 11, 2016 | 9 | Firm change | Other |