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Current Employers
Summit Advisors, Llc

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

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2010-08-05
  • PA RA
    APPROVED
    Since 2010-08-05

Branch Locations

160 Technology Drive Suite 101, Canonsburg, PA 15317 • 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 11/1994 Present
Summit Advisors Canonsburg PA 08/2010 Present
  • 11/1994 → Present
    Beaconsfield Financial Services, Inc.
    Canonsburg, PA
  • 08/2010 → Present
    Summit Advisors
    Canonsburg, PA
Other Businesses

SUMMIT ADVISORS,INVESTMENT RELATED, 160 TECHNOLOGY DRIVE SUITE 101 CANONSBURG, PA 15317, RIA, INVESTMENT ADVISOR, 08/2010, 1HR/MONTH, 1HR/MONTH DURING TRADING. IVESMENT ADVISOR.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1999-02-22
S63 Uniform Securities Agent State Law Examination 1995-01-31
  • S65 Uniform Investment Adviser Law Examination
    1999-02-22
  • S63 Uniform Securities Agent State Law Examination
    1995-01-31

View on SEC IAPD

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