DAVID NEIL SMITH is an investment adviser representative (IAR) with state registration records since 2000, appearing at 6 firms. Currently registered with BRIDGE GENERATIONS WEALTH MANAGEMENT.
| Firm | From | To | Current |
|---|---|---|---|
| BRIDGE GENERATIONS WEALTH MANAGEMENT | 2024-07-25 | present | Yes |
| FORUM FINANCIAL MANAGEMENT, LP | 2020-08-05 | 2025-01-31 | — |
| DAVID SMITH ADVISORY | 2010-04-13 | 2020-12-31 | — |
| FAC WEALTH MANAGEMENT, LLC | 2008-04-02 | 2010-05-11 | — |
| TRIAD ADVISORS LLC | 2006-02-22 | 2008-03-31 | — |
| VALMARK ADVISERS INC | 2000-03-07 | 2006-02-24 | — |