PATRICK MCLEOD SMITH is an investment adviser representative (IAR) with state registration records since 2001, appearing at 4 firms. Currently registered with SAVANT CAPITAL, LLC.
| Firm | From | To | Current |
|---|---|---|---|
| SAVANT CAPITAL, LLC | 2026-04-17 | present | Yes |
| EXENCIAL WEALTH ADVISORS | 2023-02-02 | 2026-04-30 | — |
| SHORELINE FINANCIAL ADVISORS, LLC | 2009-11-13 | 2023-03-16 | — |
| RAYMOND JAMES FINANCIAL SERVICES, INC. | 2001-11-23 | 2008-06-17 | — |