Timothy Joseph Geary

Current Employers

Employment History

• 08/2009 → 11/2016
  Vsr Financial Services, Inc
  Overland Park, KS
• 08/2009 → 11/2016
  Vsr Advisory Services, Inc
  Overland Park, KS
• 08/2015 → Present
  Hawaii Financial Advisors, Inc.
  Honolulu, HI
• 09/2016 → 09/2019
  Summit Brokerage Services, Inc.
  Honolulu, HI
• 09/2016 → 05/2021
  Summit Financial Group Inc
  Boca Raton, FL
• 09/2019 → Present
  Cetera Wealth Services, Llc
  El Segundo, CA
• 10/2019 → Present
  United Financial Freedom
  Draper, UT
• 06/2023 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL
• 05/2021 → 06/2023
  Cetera Advisor Networks Llc
  El Segundo, CA

Previous Registrations

• 2016-09-01 → 2021-05-20
  Summit Financial Group Inc
  Honolulu, HI
• 2016-09-02 → 2016-11-02
  Vsr Financial Services, Inc.
  Honolulu, HI
  Honolulu, HI
  Honolulu, HI
  Honolulu, HI
  Honolulu, HI
  Honolulu, HI
  Honolulu, HI
  Overland Park, KS
  Honolulu, HI
  Honolulu, HI
• 2009-08-04 → 2016-09-01
  Vsr Financial Services, Inc.
  Overland Park, KS
  Honolulu, HI
• 2008-12-11 → 2009-08-05
  Equitable Advisors, Llc
  Honolulu, HI
  Honolulu, HI
  Honolulu, HI
  Honolulu, HI
• 2005-10-31 → 2008-12-19
  Osaic Services, Inc.
  Honolulu, HI
• 2000-01-03 → 2005-10-31
  Sunamerica Securities, Inc.
  Honolulu, HI

Other Businesses

(1) DBA-HAWAII FINANCIAL ADVISORS, INC.; INVESTMENT RELATED; 745 FORT STREET, SUITE 1614, HONOLULU, HI 96813; 200 HOURS A MONTH; 8 DURING TRADING HOURS (2) TIM GEARY, NOTARY PUBLIC; START DATE 06/01/1993; NOT INVESTMENT RELATED; 745 FORT STREET, SUITE 1614, HONOLULU, HI 96813; NOTARY SERVICES; NOTARY; BEGAN MID 1990'S; 1 HOURA MONTH, ONE DURING TRADING HOURS; NOTARY SERVICES. (3) HIGHLAND CAPITAL BROKERAGE; INVESTMENT RELATED; 1003 BISHOP STREET SUITE 850, PAUAHI TOWER, HONOLULU, HI 96813; LIFE INSURANCE; INDEPENDENT AGENT; STARTED 12/7/2017; APX 1 HOUR/MONTH, 1 DURING TRADING; Highland assists in helping us find the appropriate fixed insurance solutions for clients. Fixed insurance could include term insurance, group term insurance, cash value insurance (not Variable life), Long Term Care insurance. (4) NAME OF OTHER BUSINESS: UNITED FINANCIAL FREEDOM; INVESTMENT RELATED: NO; ADDRESS: 120 E 13065 S SUITE 101 DRAPER UT 84020; NATURE OF BUSINESS: DEBT ELIMINATION; START DATE: 10/2019; POSITION/TITLE/RELATIONSHIP: AGENT; APX NUMBER OF HOURS PER WEEK: 5; APX NUMBER OF HOURS DURING TRADING HOURS: 5; BRIEF DESCRIPTION OF DUTIES: ASSIST CLIENTS IN MORE RAPIDLY REDUCING THEIR MORTGAGE, EDUCATION AND OTHER DEBTS;

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-04-09
• S63 Uniform Securities Agent State Law Examination
  1984-04-07

Other Names

• Tim Joseph Geary