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Inactive

Andrew David Shapowal

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
Unemployed Doylestown PA 01/2016 09/2016
Pritchard, Bieler, Gruver & Willison, P.C. Colmar PA 10/2016 01/2021
Canon Capital Cpa Harleysville PA 01/2021 12/2022
Canon Capital Investment Advisory Harleysville PA 01/2023 08/2024
Summit Financial, Llc Parsippany NJ 07/2024 Present
  • 01/2016 → 09/2016
    Unemployed
    Doylestown, PA
  • 10/2016 → 01/2021
    Pritchard, Bieler, Gruver & Willison, P.C.
    Colmar, PA
  • 01/2021 → 12/2022
    Canon Capital Cpa
    Harleysville, PA
  • 01/2023 → 08/2024
    Canon Capital Investment Advisory
    Harleysville, PA
  • 07/2024 → Present
    Summit Financial, Llc
    Parsippany, NJ
Previous Registrations
  • 2023-02-14 → 2024-08-06
    Canon Capital Investment Advisory
    Harleysville, PA
Designations

View on SEC IAPD

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