Patrick Michael Geary

Current Employers

Employment History

• 06/2014 → 11/2021
  Voya Financial Advisors
  Erie, PA
• 11/2021 → 06/2024
  Securities America, Inc.
  Erie, PA
• 11/2021 → 06/2024
  Securities America Advisors
  Erie, PA
• 06/2024 → Present
  Osaic Wealth, Inc.
  Erie, PA
• 06/2024 → Present
  Osaic Wealth, Inc.
  Erie, PA
• 11/2025 → Present
  Alliant Retirement Services, Llc
  Erie, PA

Previous Registrations

• 2021-11-11 → 2024-06-14
  Securities America Advisors, Inc.
  Erie, PA
• 2014-06-17 → 2021-11-29
  Voya Financial Advisors, Inc.
  Erie, PA
  Independence, OH
• 2001-11-15 → 2014-06-12
  Valic Financial Advisors, Inc.
  Seven Fields, PA
  Pittsburg, PA
  Erie, PA

Other Businesses

1. DBA - Cornerstone Wealth Advisory & Insurance Services, LLC 2. Alliant Insurance Services POSITION: VP/PRODUCER NATURE: General Administrative work and cross-sell; INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 11/1/2025 ADDRESS: 4919 Shellbark Ct, Erie PA 16506 DESCRIPTION: Alliant Insurance owns Alliant RIA, and as an associated person at Alliant there are joint opportunities for cross-selling. 3. PATRICK GEARY FARMERS AGENCY POSITION: own NATURE: Own a Farmers Property & Casualty Agency INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 08/01/2021 ADDRESS: 3910 Caughey Rd, Suite 220, Erie PA 16506, United States DESCRIPTION: Administering the property and casualty agency, running payroll and paying the bills. 4. CORNERSTONE WEALTH ADVISORY & INSURANCE SERVICES, LLC POSITION: Owner NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 5 START DATE: 07/01/2014 ADDRESS: 3910 Caughey Rd, Suite 220, Erie PA 16506, United States DESCRIPTION: It is the DBA that I conduct Property and Casualty business under 5. ALLIANT INSURANCE SERVICES POSITION: Vice President NATURE: Alliant is a California corporation, with multiple offices and a principal place of business at 18100 Von Karman Ave.,10th Floor, Irvine, CA 92612. Alliant remains in good standing. Alliant is wholly owned by Alliant Holdings Intermediate, Inc, which is wholly owned by Alliant Intermediate, LLC, which is wholly owned by Alliant Services, Inc. Alliant owns a number of subsidiaries. Currently, no individual owns more than 25% of Alliant's parent companies. INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 12/01/2025 ADDRESS: 18100 Von Karman Ave, Irvine CA 92612, United States DESCRIPTION: Alliant Insurance is the parent company of Alliant Retirement Services, LLC (RIA). I work with Alliant Insurance Services to promote the RIA for cross-sells, facilitate budgets and human resource support for our group, and work with Alliant to provide necessary insurance, reporting, and operational support for our group. 6. ALLIANT RETIREMENT CONSULTING POSITION: Vice President NATURE: Alliant Retirement Consulting is the marketing name for Alliant Retirement Services, LLC, a registered investmentadvisor organized as an LLC and wholly owned by Alliant Insurance Holdings. We are operated separately. INVESTMENT RELATED: Yes NUMBER OF HOURS: 90 SECURITIES TRADING HOURS: 90 START DATE: 12/01/2025 ADDRESS: 1125 Sanctuary Parkway Suite 300, Alpharetta GA 30004, United States DESCRIPTION: Independent Fiduciary oversight of retirement plans and marketing to retirement plans 7. GEARY CATHOLIC CAUSES POSITION: Executive Director/President NATURE: Domestic Non-Profit Organization INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 02/10/2026 ADDRESS: 4919 Shellbark, Erie PA 16506, United States DESCRIPTION: I will review requests for charitable contributions to see if they qualify under our investment giving policy as well as manage the investment portfolio for the organization.

Exams

• S65 Uniform Investment Adviser Law Examination
  2000-03-30
• S63 Uniform Securities Agent State Law Examination
  1993-08-12