# PATRICK MCLEOD SMITH

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.

## Registration history (4)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [SAVANT CAPITAL,  LLC](https://search.stillhousedata.com/firm/107271) | 2026-04-17 | present | Yes |
| [EXENCIAL WEALTH ADVISORS](https://search.stillhousedata.com/firm/130475) | 2023-02-02 | 2026-04-30 | — |
| [SHORELINE FINANCIAL ADVISORS, LLC](https://search.stillhousedata.com/firm/146040) | 2009-11-13 | 2023-03-16 | — |
| [RAYMOND JAMES FINANCIAL SERVICES, INC.](https://search.stillhousedata.com/firm/6694) | 2001-11-23 | 2008-06-17 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/2309088)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/2309088.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

---

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.