GEOFFREY ALLEN TREAT is an investment adviser representative (IAR) with state registration records since 2004, appearing at 4 firms. Currently registered with PLANMEMBER SECURITIES CORPORATION.
| Firm | From | To | Current |
|---|---|---|---|
| PLANMEMBER SECURITIES CORPORATION | 2025-11-05 | present | Yes |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 2006-10-17 | 2013-12-11 | — |
| CAMBRIDGE RETIREMENT ADVISORS | 2006-06-22 | 2006-12-31 | — |
| LEGEND ADVISORY, LLC | 2004-06-30 | 2006-03-30 | — |