# GEOFFREY ALLEN TREAT

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.

## Registration history (4)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [PLANMEMBER SECURITIES CORPORATION](https://search.stillhousedata.com/firm/11869) | 2025-11-05 | present | Yes |
| [CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.](https://search.stillhousedata.com/firm/134139) | 2006-10-17 | 2013-12-11 | — |
| [CAMBRIDGE RETIREMENT ADVISORS](https://search.stillhousedata.com/firm/129096) | 2006-06-22 | 2006-12-31 | — |
| [LEGEND ADVISORY, LLC](https://search.stillhousedata.com/firm/104761) | 2004-06-30 | 2006-03-30 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/2900912)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/2900912.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.