Jonathan David Leidy appears across SEC filings — Form ADV advisers, Form D, Reg A, and crowdfunding offerings. Jonathan David Leidy appears on 1 filing role across Form ADV (1).
| Filed | Source | Entity | Role | Location |
|---|---|---|---|---|
| 2025-03-27 | Form ADV | PORTICO WEALTH ADVISORS, LLC | MANAGING MEMBER | LARKSPUR, CA |