KELLY MARK THEODORE appears across SEC filings — Form ADV advisers, Form D, Reg A, and crowdfunding offerings. KELLY MARK THEODORE appears on 2 filing roles across Form ADV (2).
| Filed | Source | Entity | Role | Location |
|---|---|---|---|---|
| — | Form ADV | ROCKWOOD WEALTH MANAGEMENT, LLC | MEMBER | NEW HOPE, PA |
| — | Form ADV | COPPER BEECH ADVISORS LLC | MANAGING MEMBER | KING OF PRUSSIA, PA |