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160 Technology Drive Suite 101, Canonsburg, PA 15317 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2017-02-21 |
Branch Locations
160 Technology Drive Suite 101, Canonsburg, PA 15317 • United States
518 West Apple Street, Hastings, MI 49058 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
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.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-02-21 |
| S63 | Uniform Securities Agent State Law Examination | 2000-09-15 |
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