LEIDY JONATHAN DAVID appears across SEC filings — Form ADV advisers, Form D, Reg A, and crowdfunding offerings. LEIDY JONATHAN DAVID appears on 2 filing roles across Form ADV (2).
| Filed | Source | Entity | Role | Location |
|---|---|---|---|---|
| — | Form ADV | PORTICO WEALTH ADVISORS, LLC | MANAGING MEMBER | LARKSPUR, CA |
| — | Form ADV | EPIC WEALTH MANAGEMENT | DIRECTOR OF BUSINESS DEVELOPMENT | SAN RAFAEL, CA |