Peter James Roland

Current Employers

Employment History

• 08/1991 → 08/2024
  Canon Capital Investment Advisory
  Harleysville, PA
• 06/2024 → Present
  Summit Financial, Llc
  Parsippany, NJ
• 09/1991 → Present
  Desales University
  Center Valley, PA
• 09/2016 → Present
  Kutztown Unversity
  Kutztown, PA

Previous Registrations

• 1991-08-09 → 2024-08-06
  Canon Capital Investment Advisory
  Telford, PA
  Harleysville, PA

Other Businesses

1. Peter is a member of the following Limited Liability Entities & Corporations that own and operate real estate since 1990. All these entities are privately owned and are not part of his investment related activities. Peter provides internal accounting and financial analysis services to these entities from his office at 484 Harleysville Pike, Harleysville PA 19438 and spends approximately 10-20 hours a week on such activities outside normal market hours. Entities involved in Real Estate Activities: - Godiva Management Company, Inc. (Management Company for managing our owned residential real estate properties) - Quaker View MHP, LLC (Residential Rental Real Estate) - Sittlers MHP, LLC (Residential Rental Real Estate) - Acorns MHP, LLC (Residential Rental Real Estate) - MORBEN, LLC (Residential Rental Real Estate) - Sittlers Enterprises, LLC (Residential Rental Real Estate) - Silverdale Holdings, LLC (Residential Rental Real Estate) - Silverdale Enterprises, LLC (Residential Rental Real Estate) - Mark 9, LLC ((Residential Rental Real Estate) - Trifecta Holdings, LLC (Oil & Gas Properties Real Estate) - Main Street Reality, Inc. (Commercial Office Building Real Estate) - Main Street Reality, LLC (Commercial Office Building Real Estate) // 2. DeSales University; not investment related; education; Professor; 09/1991; 2 hrs/week; occasionally during securities trading hours. 3. Kutztown University; not investment related; education; Professor; 09/2016 ; 2 hrs/week; occasionally during securities trading hours. 4. Kaboo Consulting, LLC: Not investment related; Mr. Roland is the founder of this business, main function is to solicit and service business. Location: 7067 Corning Road, Zionsville PA 18092; Start Date: 10/2024; Nature of Business: Business Consulting, M & A, Exit Planning; Mr. Roland will receive fees based on hourly rates, engagements, success fees. Possibility of referring business entities to Summit, his RIA. 10-30 Hours per week during securities trading hours. 5. Canon Legacy, LLC: Equity Ownership Only, no insurance sales/services; Address: 484 Harleysville Pike, Harleysville, PA 19438; Start: 1/1/25. Devotes 1 hour month to this activity.

Exams

• S63 Uniform Securities Agent State Law Examination
  1987-09-04

Designations