# SMITH DAVID LYNN

SMITH DAVID LYNN appears across SEC filings — Form ADV advisers, Form D, Reg A, and crowdfunding offerings. 11 filing roles across Form ADV (11).

## Filings (11)

| Filed | Source | Entity | Role | Location |
| --- | --- | --- | --- | --- |
| — | Form ADV | [EQUITABLE ADVISORS, LLC](https://search.stillhousedata.com/firm/6627) | ASSISTANT VICE PRESIDENT | NEW YORK, NY |
| — | Form ADV | [GREENBACKER CAPITAL MANAGEMENT LLC](https://search.stillhousedata.com/firm/277101) | CHIEF FINANCIAL OFFICER | PORTLAND, ME |
| — | Form ADV | [TAMARISK FINANCIAL, LLC](https://search.stillhousedata.com/firm/312073) | CLIENT OPERATIONS SPECIALIST | HOLLAND, MI |
| — | Form ADV | [SER CAPITAL PARTNERS MANAGEMENT, LP](https://search.stillhousedata.com/firm/307713) | MEMBER | REDWOOD CITY, CA |
| — | Form ADV | [DAI ASSET MANAGEMENT, LLC](https://search.stillhousedata.com/firm/153395) | SENIOR ADVISER AND MEMBER OF THE INVESTMENT COMMITTEE | WASHINGTON, DC |
| — | Form ADV | [ROOSEVELT MANAGEMENT COMPANY LLC](https://search.stillhousedata.com/firm/161605) | ACTING CHIEF COMPLIANCE OFFICER | NEW YORK, NY |
| — | Form ADV | [PROVIDENT WEALTH MANAGEMENT INC](https://search.stillhousedata.com/firm/107021) | CHIEF OPERATIONS OFFICER | ERIE, PA |
| — | Form ADV | [DAEDALUS CAPITAL, L.L.C.](https://search.stillhousedata.com/firm/112705) | EXECUTIVE OFFICER | ST. LOUIS, MO |
| — | Form ADV | [LEGACY PARTNERS INVESTMENT MANAGEMENT SERVICES,LLC](https://search.stillhousedata.com/firm/128408) | MEMBER OF INVESTMENT COMMITTEE OF THE MANAGING MEMBER LEGACY PARTNERS COMMERCIAL, LLC | FOSTER CITY, CA |
| — | Form ADV | [MICROVEST GMG CAPITAL MANAGEMENT, LLC](https://search.stillhousedata.com/firm/166388) | MANAGER | NEW YORK, NY |
| — | Form ADV | [LAFAYETTE ADVISORS LLC](https://search.stillhousedata.com/firm/165241) | CHIEF FINANCIAL OFFICER | NORFOLK, VA |


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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.