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160 Technology Drive Suite 101, Canonsburg, PA 15317 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2010-03-29 |
| PA | RA | APPROVED | 2007-11-20 |
Branch Locations
160 Technology Drive Suite 101, Canonsburg, PA 15317 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Beaconsfield Financial Services, Inc. | Canonsburg | PA | 03/1995 | Present |
| Summit Advisors, Llc | Canonsburg | PA | 11/2007 | Present |
SUMMIT ADVISORS, INVESTMENT RELATED, 160 TECHNOLOGY DRIVE SUITE 101 CANONSBURG, PA 15317, MEMBER, 01/2008, 10HR/MONTH 10HRS DURING TRADING, INVESTMENT ADVISOR
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-03-31 |
| S63 | Uniform Securities Agent State Law Examination | 1995-05-02 |
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