David James Upson appears across SEC filings — Form ADV advisers, Form D, Reg A, and crowdfunding offerings. David James Upson appears on 1 filing role across Form ADV (1).
| Filed | Source | Entity | Role | Location |
|---|---|---|---|---|
| 2025-02-25 | Form ADV | GEOVEST ADVISORS INC | VICE PRESIDENT & PORTFOLIO MANAGER | FAIRPORT, NY |