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Current Employers
Summit Advisors, Llc

160 Technology Drive Suite 101, Canonsburg, PA 15317 • United States

Current Registrations

AuthorityCategoryStatusDate
MI RA APPROVED 2017-02-21
  • MI RA
    APPROVED
    Since 2017-02-21

Branch Locations

160 Technology Drive Suite 101, Canonsburg, PA 15317 • United States

518 West Apple Street, Hastings, MI 49058 • 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
Beaconsfield Financial Services Inc. Canonsburg PA 12/2000 Present
Pension Systems Kalamzoo MI 12/2000 03/2018
Summit Advisors Llc Canonsburg PA 05/2017 Present
Apple Street Llc Hastings MI 03/2017 Present
  • 12/2000 → Present
    Beaconsfield Financial Services Inc.
    Canonsburg, PA
  • 12/2000 → 03/2018
    Pension Systems
    Kalamzoo, MI
  • 05/2017 → Present
    Canonsburg, PA
  • 03/2017 → Present
    Apple Street Llc
    Hastings, MI
Other Businesses

Summit Advisors LLC, Investment related, 160 Technology Drive Suite 101 Canonsburg, PA 15317, Registered Investment Advisor, Investment Advisor Rep,05/2017, 90hrs/month 80hrs during trading, Investment Advisor APPLE Street LLC, Not investment related, 518 W Apple Street Hasting MI 49058, Office Building Rental, Co-owner, 03/2017, 2hrs/month 0hrs during trading, own/maintain office.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2017-02-21
S63 Uniform Securities Agent State Law Examination 2000-09-15
  • S65 Uniform Investment Adviser Law Examination
    2017-02-21
  • S63 Uniform Securities Agent State Law Examination
    2000-09-15

View on SEC IAPD

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