Wesley Glen Terwilleger

Employer firm

Ubs Financial Services Inc. CRD 8174

$916B regulatory AUM 18,245 advisory clients

Reported services (Item 5G)

Financial planning
Portfolio management (individuals)
Portfolio management (institutions)
Pension consulting
Selection of other advisers
Periodicals / newsletters

From the firm’s Form ADV. Read the guides:

Current Employers

Ubs Financial Services Inc.

1200 Harbor Boulevard, Weehawken, NJ 07086 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED_RES	2024-05-22
GA	RA	APPROVED	2024-05-07
TN	RA	APPROVED	2024-05-01

TX RA
APPROVED_RES

Since 2024-05-22
GA RA
APPROVED

Since 2024-05-07
TN RA
APPROVED

Since 2024-05-01

Branch Locations

One Union Square, Chattanooga, TN 37402 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Ftb Advisors, Inc.	Memphis	TN	07/2015	04/2024
Ubs Financial Services Inc	Chattanooga	TN	05/2024	Present

07/2015 → 04/2024

Ftb Advisors, Inc.

Memphis, TN
05/2024 → Present

Ubs Financial Services Inc

Chattanooga, TN

Previous Registrations

2015-10-08 → 2024-05-01

First Horizon Advisors, Inc.

Memphis, TN

Chattanooga, TN

Memphis, TN

Atlanta, GA

Other Businesses

East View Holdings; not investment related; 1301 Market Street Chattanooga, TN 37402; Own Passive Rental Property; Owner/Sole Proprietor; Started 11/09/2021; 4 hours devoted per month, 0 during trading hours; I have a property manager involved with this company/property. They handle all of the day-to-day activities. My main responsibility is to approve expenses. Compensated from investment-related sales of insurance and annuities through firm and its affiliated entities FTB Advisors Insurance Services, Inc. and First Horizon Insurance Services, Inc. Located at CRD Branch 554 Bismark Rd, Atlanta GA, 30305, Residential Real Estate Property, Real Estate, Residential Real Estate Property, this is on a 12 month lease, my wife and i manage the property, Proprietor / owner, I manage the property and will decide when to sell, start date-8/1/2024, Investment related-Yes. The Property was purchases in my name and my wifes name, MemphisTN United States-38118, Purchase of Real Estate investment property, Real EstateThis is a long term residential rental property. currently under a 12 month lease. Managed by a property manager, Proprietor / owner, I own this rental property. I will decide if it is ever sold and what property management company i use to manage the property, start date-6/17/2025, Investment related-Yes.