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160 Technology Drive Suite 101, Canonsburg, PA 15317 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2025-01-01 |
| PA | RA | APPROVED | 2007-11-20 |
Branch Locations
160 Technology Drive Suite 101, Canonsburg, PA 15317 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Beaconsfield Financial Services, Inc. | Canonsburg | PA | 12/1983 | Present |
| Summit Advisors Llc | Canonsburg | PA | 11/2007 | Present |
SUMMIT ADVISORS, INVESTMENT RELATED, 160 TECHNOLOGY DRIVE SUITE 101, CANONSBURG, PA 15317, RIA, MEMBER, 01/2008, 10HRS/MONTH 1HR DURING TRADING,ACCOUNTING RECORDKEEPING
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-03-04 |
| S63 | Uniform Securities Agent State Law Examination | 1983-07-19 |
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