# David Neil Smith

David Neil Smith appears across SEC filings — Form ADV advisers, Form D, Reg A, and crowdfunding offerings. 2 filing roles across Form ADV (2).

## Filings (2)

| Filed | Source | Entity | Role | Location |
| --- | --- | --- | --- | --- |
| 2025-03-07 | Form ADV | [FORUM FINANCIAL MANAGEMENT, LP](https://search.stillhousedata.com/firm/145706) | LIMITED PARTNER | LOMBARD, IL |
| 2025-09-16 | Form ADV | [BRIDGE GENERATIONS WEALTH MANAGEMENT LLC](https://search.stillhousedata.com/firm/331683) | MANAGING MEMBER AND CCO | SOUTH MIAMI, FL |


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Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.