Geoffrey Allen Treat

Current Employers

Employment History

• 11/2013 → Present
  Planmember Securities Corporation
  Carpinteria, CA
• 11/2006 → Present
  Team Financial Network, Teachers' Financial Services, Inc
  Plano, TX
• 01/2018 → Present
  American Teachers Retirement Services
  Plano, TX

Previous Registrations

• 2006-10-17 → 2013-12-11
  Cambridge Investment Research Advisors, Inc.
  Morro Bay, CA
• 2006-06-22 → 2006-12-31
  Cambridge Retirement Advisors
  Grover Beach, CA
• 2004-06-30 → 2006-03-30
  Legend Advisory, Llc
  Los Osos, CA
  Palm Beach Gardens, FL

Other Businesses

1) TEAM FINANCIAL NETWORK,TEACHERS FINANCIAL SERVICES, INC.-2301 Ohio Drive, Suite 269 , Plano TX 75093; INVESTMENT RELATED; FINANCIAL & INSURANCE SALES & SVCS; PRESIDENT/OWNER/AGENT; START DATE 11/2006; 160+ HRS/MNTH & DURING TRADING; APPROX. NO OF HRS/MOS DEVOTED TO THIS BUS:160 2) OPERATION SURF, PO BOX 1581, SAN LUIS OBISPO, CA; NONINVESTMENT RELATED; NONPROFIT ORGANIZATION FOR VETERAN'S REHAB; VOLUNTEER; START DATE 2007; 5 HRS/MNTH & DURING TRADING.

Exams

• S65 Uniform Investment Adviser Law Examination
  2006-06-21
• S63 Uniform Securities Agent State Law Examination
  1997-06-16

Other Names

• Geoff Treat