# DAVID NEIL SMITH

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.

## Registration history (6)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [BRIDGE GENERATIONS WEALTH MANAGEMENT](https://search.stillhousedata.com/firm/331683) | 2024-07-25 | present | Yes |
| [FORUM FINANCIAL MANAGEMENT, LP](https://search.stillhousedata.com/firm/145706) | 2020-08-05 | 2025-01-31 | — |
| [DAVID SMITH ADVISORY](https://search.stillhousedata.com/firm/153108) | 2010-04-13 | 2020-12-31 | — |
| [FAC WEALTH MANAGEMENT, LLC](https://search.stillhousedata.com/firm/145539) | 2008-04-02 | 2010-05-11 | — |
| [TRIAD ADVISORS LLC](https://search.stillhousedata.com/firm/25803) | 2006-02-22 | 2008-03-31 | — |
| [VALMARK ADVISERS INC](https://search.stillhousedata.com/firm/108050) | 2000-03-07 | 2006-02-24 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/1357671)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/1357671.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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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.