Geoffrey G. Wilson
Professional summary
Geoffrey George Wilson, who also goes by Geoffrey G Wilson, Geoffrey George Wilson, is a registered financial professional currently at INDEPENDENCE POINT SECURITIES LLC located in New York, New York.
Geoffrey is registered as a RR (Registered Representative) and started their career in finance in 1999. Geoffrey has worked at 5 firms and has passed the Series 63, Series 99TO, SIE, Series 79, Series 7 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - BD
Click below to view Geoffrey George Wilson's CRS (Customer Relationship Summary).
Certified licenses
Experience
October 23, 2025 - Present
INDEPENDENCE POINT SECURITIES LLC
Office #1: 101 Greenwich Street Suite 1202, New York, NY 10006December 22, 2021 - February 28, 2025
HOULIHAN LOKEY CAPITAL, INC.
February 23, 2015 - November 23, 2021
WHITEHALL CAPITAL MARKETS LLC
June 11, 2001 - January 6, 2014
MCMANUS & MILES INCORPORATED
September 17, 1999 - August 16, 2000
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(10/23/2025)
Exams
Series 99TO
Date: 1/2/2023
Operations Professional ExaminationFINRA
Current Firm
INDEPENDENCE POINT SECURITIES LLC
CRD#: 318171 / SEC#: , 8-70853
Contact information
FINRA licenses (7 States and Territories)
Documents
Red Flags
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