# SMITH LESLIE DONALD

SMITH LESLIE DONALD appears across SEC filings — Form ADV advisers, Form D, Reg A, and crowdfunding offerings. 7 filing roles across Form ADV (7).

## Filings (7)

| Filed | Source | Entity | Role | Location |
| --- | --- | --- | --- | --- |
| — | Form ADV | [P3 ASSET MANAGEMENT, LLC](https://search.stillhousedata.com/firm/327327) | CO-MANAGER | GIG HARBOR, WA |
| — | Form ADV | [PPM AMERICA, INC.](https://search.stillhousedata.com/firm/107269) | DIRECTOR | CHICAGO, IL |
| — | Form ADV | [BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.](https://search.stillhousedata.com/firm/13609) | SECRETARY | CEDAR RAPIDS, IA |
| — | Form ADV | [BFC PLANNING, INC.](https://search.stillhousedata.com/firm/119682) | CHIEF COMPLIANCE OFFICER | CEDAR RAPIDS, IA |
| — | Form ADV | [PPM LOAN MANAGEMENT COMPANY 2, LLC](https://search.stillhousedata.com/firm/297186) | PRESIDENT, CHIEF EXECUTIVE OFFICER, DIRECTOR | CHICAGO, IL |
| — | Form ADV | [CONFLUENCE WEALTH MANAGEMENT LLC](https://search.stillhousedata.com/firm/107810) | CLASS A MEMBER | PORTLAND, OR |
| — | Form ADV | [STONE BEACH INVESTMENT MANAGEMENT, LLC](https://search.stillhousedata.com/firm/163163) | EXECUTIVE OFFICER | NEW CANAAN, CT |


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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.