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7333 East Doubletree Ranch Rd, Suite 120, Scottsdale, AZ 85258 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APPROVED | 2025-01-01 |
Branch Locations
7333 E. Doubletree Ranch Road #120, Scottsdale, AZ 85258-2023 • UNITED STATES
208 Sunset Drive Ste 408, Johnson City, TN 37604 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| United Planners' Financial Services | Scottsdale | AZ | 04/2012 | Present |
| Voyage Partners Financial Strategies Llc | Johnson City | TN | 04/2012 | 08/2023 |
| Niles P. Geary, Ii | Johnson City | TN | 07/1997 | Present |
| Voyage Partners Financial Strategies, Llc | Johnson City | TN | 09/2021 | Present |
| Serenity Haven Properties | Johnson City | TN | 01/2022 | 08/2023 |
| Nexxess International | Johnson City | TN | 04/2023 | 12/2023 |
| Voyage Partners Financial Strategies, Llc | Johnson City | TN | 04/2024 | Present |
1.) NILES P. GEARY, II - INSURANCE AGENT - NON-VARIABLE INSURANCE - JOHNSON CITY, TN - SINCE 07/1997 - INVESTMENT RELATED 2.) SERENITY HAVEN PROPERTIES - OWNER - REAL ESTATE SALES/RENTAL PROPERTIES/PROPERTY MANAGEMENT - JOHNSON CITY, TN - SINCE 01/2022 - INVESTMENT RELATED 3.) VOYAGE PARTNERS FINANCIAL STRATEGIES, LLC - CO-FOUNDER & CEO - WILL ASSIST MY CLIENTS WITH TAX PLANNING - JOHNSON CITY, TN - SINCE 03/2023 - NOT INVESTMENT RELATE 4.) VOYAGE PARTNERS FINANCIAL STRATEGIES, LLC - CO-FOUNDER & CEO - DBA NAME FOR MARKETING PURPOSES ONLY - JOHNSON CITY, TN - SINCE 04/2012 - INVESTMENT RELATED 5.) VOYAGE PARTNERS FINANCIAL STRATEGIES, LLC - CO-FOUNDER - EMPLOYER GROUP BENEFITS/INSURANCE - JOHNSON CITY, TN - SINCE 04/2024 - INVESTMENT RELATED
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-03-05 |
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