NILES POOLE GEARY is an investment adviser representative (IAR) with state registration records since 2009, appearing at 2 firms. Currently registered with UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER.
| Firm | From | To | Current |
|---|---|---|---|
| UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER | 2025-01-01 | present | Yes |
| WELLS FARGO CLEARING SERVICES, LLC | 2009-03-06 | 2012-05-21 | — |