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Geoffrey Alan Wells

Bpc Advisors LLC

East Syracuse, NY

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Current Employers
Bpc Advisors Llc

6390 Fly Road 2Nd Floor, East Syracuse, NY 13057 • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2021-05-13
  • NY RA
    APPROVED
    Since 2021-05-13

Branch Locations

6390 Fly Road 2Nd Floor, East Syracuse, NY 13057 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Bpc Advisors East Syracuse NY 01/2018 Present
Rockbridge Investment Management, Llc Syracyuse NY 11/2012 12/2017
  • 01/2018 → Present
    Bpc Advisors
    East Syracuse, NY
  • 11/2012 → 12/2017
    Rockbridge Investment Management, Llc
    Syracyuse, NY
Previous Registrations
  • 2011-07-29 → 2011-12-31
    Populace Financial
    Hewitt, TX
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2011-01-14
  • S65 Uniform Investment Adviser Law Examination
    2011-01-14
Designations

View on SEC IAPD

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PINNACLE CAPITAL MANAGEMENT, LLC
PINNACLE INVESTMENTS, LLC
PINNACLE ADVISORS LLC
NOTTINGHAM WEALTH PARTNERS, INC.

Other Investors

CHRISTOPHER CHARLES KEEGAN
RAYMOND ALLEN YACKEL
GARY R. CRONISER
PATRICK R. LYNCH
CARL A DATTELLAS
Thomas Parker Westers
JOHN ANDREW DONOHUE
PETER SCHNEIDER

Other Offices

COMMONWEALTH FINANCIAL NETWORK · EAST SYRACUSE, NY
FARTHER · East Syracuse, NY
AMERIPRISE FINANCIAL SERVICES, LLC · EAST SYRACUSE, NY
LPL FINANCIAL LLC · EAST SYRACUSE, NY
AMERIPRISE FINANCIAL SERVICES, LLC · EAST SYRACUSE, NY
AMERIPRISE FINANCIAL SERVICES, LLC · East Syracuse, NY
PINNACLE CAPITAL MANAGEMENT, LLC · EAST SYRACUSE, NY
PINNACLE INVESTMENTS, LLC · EAST SYRACUSE, NY

More in East Syracuse, NY

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