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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
342 N Queen Street Warehouse D, Lancaster, PA 17603 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mml Investors Services | Lancaster | PA | 09/2016 | 12/2018 |
| Ufinancial/Massmutual | Lancaster | PA | 09/2014 | 12/2018 |
| Canon Capital Investment Advisory | Harleysville | PA | 12/2018 | 04/2022 |
| Canon Capital Investment Advisory | Harleysville | PA | 05/2022 | 08/2024 |
| Summit Financial, Llc | Parsippany | NJ | 07/2024 | Present |
(1) Offers Insurance As A Broker Or Agent Through Numerous Insurance Companies. Some Sales Are Through SRM, An Affiliated Company Which Is Licensed To Sell Various Insurance Products. Ms. Illingworth Earns Both Cash And Non-Cash Compensation Based On Sales Of These Products. (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: President/Owner: Address: 484 Harleysville Pike, Harleysville PA 19438; this entity will receive commissions/income from insurance business processed through SRM, Premier Brokerage or various insurance carriers; Start 1/1/2025; Ms. Illingworth will also manage the financial bookkeeping. 2 hours a month will be devoted to this activity, 2 hours month during securities trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-11-17 |
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