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Andrew Devon Stein

Summit Financial, LLC

Harleysville, PA

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Current Employers
Summit Financial, Llc

4 Campus Drive, Parsippany, NJ 07054 • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2024-07-03
  • PA RA
    APPROVED
    Since 2024-07-03

Branch Locations

484 Harleysville Pike, Harleysville, PA 19438 • 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
Souderton Area High School Souderton PA 09/2013 06/2017
Moravian College Bethlehem PA 08/2017 05/2021
Jesse's Barbecue And Local Market Souderton PA 11/2016 07/2017
Indian Valley Country Club Telford PA 05/2019 08/2019
The Trappe Tavern Trappe PA 06/2017 06/2020
Dominos Hatfield PA 05/2020 01/2021
Lpl Financial, Llc Harleysville PA 04/2021 11/2023
Canon Capital Investment Advisory Harleysville PA 11/2023 08/2024
Kemp Harvest Financial Group Harleysville PA 05/2021 11/2023
Summit Financial, Llc Parsippany NJ 07/2024 Present
  • 09/2013 → 06/2017
    Souderton Area High School
    Souderton, PA
  • 08/2017 → 05/2021
    Moravian College
    Bethlehem, PA
  • 11/2016 → 07/2017
    Jesse's Barbecue And Local Market
    Souderton, PA
  • 05/2019 → 08/2019
    Indian Valley Country Club
    Telford, PA
  • 06/2017 → 06/2020
    The Trappe Tavern
    Trappe, PA
  • 05/2020 → 01/2021
    Dominos
    Hatfield, PA
  • 04/2021 → 11/2023
    Lpl Financial, Llc
    Harleysville, PA
  • 11/2023 → 08/2024
    Canon Capital Investment Advisory
    Harleysville, PA
  • 05/2021 → 11/2023
    Kemp Harvest Financial Group
    Harleysville, PA
  • 07/2024 → Present
    Summit Financial, Llc
    Parsippany, NJ
Previous Registrations
  • 2024-02-16 → 2024-08-06
    Canon Capital Investment Advisory
    Harleysville, PA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-02-16
S63 Uniform Securities Agent State Law Examination 2022-04-15
  • S65 Uniform Investment Adviser Law Examination
    2024-02-16
  • S63 Uniform Securities Agent State Law Examination
    2022-04-15

View on SEC IAPD

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WESCOTT FINANCIAL ADVISORY GROUP LLC · Harleysville, PA
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CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · HARLEYSVILLE, PA
CETERA INVESTMENT ADVISERS LLC · HARLEYSVILLE, PA
WELLFULL · HARLEYSVILLE, PA
LPL FINANCIAL LLC · HARLEYSVILLE, PA
EAGLE STRATEGIES LLC · HARLEYSVILLE, PA
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