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David James Upson

Vice President & Portfolio ManagerGeovest Advisors IncCRD 864464

About David James Upson

David James Upson is listed as Vice President & Portfolio Manager at Geovest Advisors Inc in Fairport, NY. Form ADV reports a beneficial ownership band of 25-50%.

Reported ownership

Owns 25-50% of Geovest Advisors Inc
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does David James Upson work?

David James Upson is listed as Vice President & Portfolio Manager at Geovest Advisors Inc on SEC Form ADV.

How much of Geovest Advisors Inc does David James Upson own?

Form ADV reports a beneficial ownership band of 25-50%.

Geovest Advisors Inc

TitleVice President & Portfolio Manager
Ownership25-50%
Control personYes
Since1990
View Geovest Advisors Inc →