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160 Technology Drive Suite 101, Canonsburg, PA 15317 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2010-04-16 |
Branch Locations
518 West Apple Street, Hastings, MI 49058 • United States
160 Technology Drive Suite 101, Canonsburg, PA 15317 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Self Employed | Hastings | MI | 01/1991 | Present |
| Beaconsfield Financial Services, Inc. | Hastings | MI | 10/1990 | Present |
| Northpointe Bancshares Inc | Grand Rapids | MI | 01/2005 | 06/2026 |
| Summit Advisors | Canonsburg | PA | 01/2010 | Present |
| Pension Systems Llc | Kalamazoo | MI | 01/2014 | 03/2018 |
| Apple Street Llc | Hastings | MI | 03/2017 | Present |
SUMMIT ADVISORS LLC;INVESTMENT-RELATED;160 TECHNOLOGY DRIVE SUITE 101 CANONSBURG PA 15317;REGISTERED INVESTMENT ADVISOR;INVESTMENT ADVISOR REP.;01/2010;96HOURS/MONTH,78HOURS DURING TRADING;INVESTMENT ADVISOR. BRUCE EDGER;NOT INVESTMENT-RELATED;518 W. Apple Street, Hastings, MI 49058;FIXED INSURANCE SALES;SOLE PROPRIETER;1991;4HOURS/MONTH 1HOUR DURING TRADING;FIXED INSURANCE SALES AND SERVICE. Apple Street LLC, not investment related, 518 W Apple Street Hastings MI 49058, Office Building Rental, Co-owner, 03/2017, 2hrs/month 1hr during trading, Office owning/maintenance.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2010-03-08 |
| S63 | Uniform Securities Agent State Law Examination | 1988-11-11 |
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