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4 Campus Drive, Parsippany, NJ 07054 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2024-07-03 |
Branch Locations
484 Harleysville Pike, Harleysville, PA 19438 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Canon Capital Management Group | Harleysville | PA | 10/2006 | 08/2024 |
| Summit Financial, Llc | Parsippany | NJ | 07/2024 | Present |
(1) DIRECTOR/UNIT HOLDER - CANON CAPITAL MANAGEMENT GROUP, LLC (2) Kaboo Colnsulting, LLC - Not investment related; Address: 7067 Corning Road, Zionsville PA 18092; Kaboo Consulting provides exit planning for business owners but does not get involved in investment securities. Duties: Miscellaneous consulting related to exit planning for business owners; Start: February, 2025. Number of hours will vary based on needs and will fluctuate, it will be less than 20 hours per month. (3) Canon Capital Legacy, LLC - Investment related; Address: 484 Harleysville Pike, P O Box 6, Harleysville, PA 19438; 15% ownership involvement only, This entity is a vessel to receive commissions from sales which will be paid out to the insurance producers or held in this entity; Start: 1/1/2025; 1 hour a month devoted to this activity, 0 hours during securities trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 1999-06-10 |
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