P. J. ROLAND, LTD.
Legal name: CANON CAPITAL INVESTMENT ADVISORY
CRD #109557 SEC #801-56000 HARLEYSVILLE, PA 215-723-4881
SEC Registered
Total AUM
$210.5M
Discretionary
$202.5M
Employees
7
Clients
11
Accounts
1,088
Firm Details
- Organization Type
- Corporation
- State of Formation
- Pennsylvania
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Feb 20, 2024
- Branch Offices
- 1
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| ILLINGWORTH, MARISSA, GERHART | I | CHIEF COMPLIANCE OFFICER | NA | |
| ILLINGWORTH, MARISSA, GERHART | I | CHIEF COMPLIANCE OFFICER | NA | |
| ILLINGWORTH, MARISSA, GERHART | I | CHIEF COMPLIANCE OFFICER | NA | |
| ILLINGWORTH, MARISSA, GERHART | I | CHIEF COMPLIANCE OFFICER | NA | |
| ILLINGWORTH, MARISSA, GERHART | I | CHIEF COMPLIANCE OFFICER | NA | |
| SMALL, ROGER | I | CHIEF COMPLIANCE OFFICER | NA | |
| SMALL, ROGER | I | CHIEF COMPLIANCE OFFICER | NA | |
| SMALL, ROGER | I | CHIEF COMPLIANCE OFFICER | NA | |
| SMALL, ROGER | I | CHIEF COMPLIANCE OFFICER | NA | |
| SMALL, ROGER | I | CHIEF COMPLIANCE OFFICER | NA | |
| SMALL, ROGER | I | CHIEF COMPLIANCE OFFICER | NA | |
| SMALL, ROGER | I | CHIEF COMPLIANCE OFFICER | NA | |
| SMALL, ROGER | I | CHIEF COMPLIANCE OFFICER | NA | |
| SMALL, ROGER | I | CHIEF COMPLIANCE OFFICER | NA | |
| SMALL, ROGER | I | CHIEF COMPLIANCE OFFICER | NA | |
| SMALL, ROGER | I | CHIEF COMPLIANCE OFFICER | NA | |
| SMALL, ROGER | I | CHIEF COMPLIANCE OFFICER | NA | |
| SMALL, ROGER | I | CHIEF COMPLIANCE OFFICER | NA | |
| SMALL, ROGER | I | CHIEF COMPLIANCE OFFICER | NA | |
| SMALL, ROGER | I | CHIEF COMPLIANCE OFFICER | NA | |
| SMALL, ROGER | I | CHIEF COMPLIANCE OFFICER | NA | |
| SMALL, ROGER | I | CHIEF COMPLIANCE OFFICER | NA | |
| SMALL, ROGER | I | CHIEF COMPLIANCE OFFICER | NA | |
| SMALL, ROGER | I | SR. INVESTMENT ADVISOR | NA | |
| SMALL, ROGER | I | CHIEF COMPLIANCE OFFICER | NA | |
| WEBB, PATRICIA, ANN | I | DIRECTOR | NA | |
| WEBB, PATRICIA, ANN | I | DIRECTOR | NA | |
| WEBB, PATRICIA, ANN | I | DIRECTOR | NA | |
| WEBB, PATRICIA, ANN | I | DIRECTOR | NA | |
| ROLAND, PETER, JAMES | I | PRESIDENT | E | Control |
| ROLAND, PETER, JAMES | I | PRESIDENT | E | Control |
| ROLAND, PETER, JAMES | I | PRESIDENT | E | Control |
| ROLAND, PETER, JAMES | I | PRESIDENT | E | Control |
| ROLAND, PETER, JAMES | I | PRESIDENT | E | Control |
| ROLAND, PETER, JAMES | I | PRESIDENT | E | Control |
| ROLAND, PETER, JAMES | I | PRESIDENT | E | Control |
| ROLAND, PETER, JAMES | I | PRESIDENT | E | Control |
| ROLAND, PETER, JAMES | I | PRESIDENT | E | Control |
| ROLAND, PETER, JAMES | I | PRESIDENT | E | Control |
| ROLAND, PETER, JAMES | I | PRESIDENT | E | Control |
| ROLAND, PETER, JAMES | I | PRESIDENT | E | Control |
| ROLAND, PETER, JAMES | I | PRESIDENT | E | Control |
| ROLAND, PETER, JAMES | I | PRESIDENT | E | Control |
| ROLAND, PETER, JAMES | I | PRESIDENT | E | Control |
| ROLAND, PETER, JAMES | I | PRESIDENT | E | Control |
| ROLAND, PETER, JAMES | I | PRESIDENT | E | Control |
| ROLAND, PETER, JAMES | I | PRESIDENT | E | Control |
| ROLAND, PETER, JAMES | I | PRESIDENT | E | Control |
| ROLAND, PETER, JAMES | I | PRESIDENT | E | Control |
| ROLAND, PETER, JAMES | I | PRESIDENT | E | Control |
| ROLAND, PETER, JAMES | I | PRESIDENT | E | Control |
| ROLAND, PETER, JAMES | I | PRESIDENT | E | Control |
| ROLAND, PETER, JAMES | I | PRESIDENT | E | Control |
| ROLAND, PETER, JAMES | I | PRESIDENT | E | Control |
| ROLAND, PETER, JAMES | I | PRESIDENT | E | Control |
Registrations
Federal
IA
Feb 20, 2024 REGISTERED
Notice Filings (8)
CA DE FL NC NJ NY PA TX
Address
484 HARLEYSVILLE PIKEHARLEYSVILLE, PA 19438
United States
Phone: 215-723-4881