Wesley Howard Mcneillie

82 Running Hill Road Suite 205, South Portland, ME 04106 • United States

Current Registrations

Authority	Category	Status	Date
ME	RA	APPROVED	2024-08-07

Branch Locations

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

Organization	City	State	From	To
Ubs	Nashville	TN	09/2017	12/2017
The Patten Group, Inc.	Chattanooga	TN	05/2016	05/2017
University Of Tennessee Chattanooga	Chattanooga	TN	06/2015	07/2017
Prudent Street Financial Advisors	Brentwood	TN	01/2018	06/2021
Unemployed	Nashville	TN	07/2021	07/2021
Southwestern Investment Group	Franklin	TN	08/2021	01/2022
Raymond James Financial Services, Inc.	Franklin	TN	08/2021	01/2022
Southwestern Investment Advisory Services, Inc.	Franklin	TN	08/2021	01/2022
Leconte Wealth Management	Maryville	TN	01/2022	04/2024
Robinson Smith Wealth Advisors, Llc	Portland	ME	07/2024	Present

09/2017 → 12/2017

Ubs

Nashville, TN
05/2016 → 05/2017

The Patten Group, Inc.

Chattanooga, TN
06/2015 → 07/2017

University Of Tennessee Chattanooga

Chattanooga, TN
01/2018 → 06/2021

Prudent Street Financial Advisors

Brentwood, TN
07/2021 → 07/2021

Unemployed

Nashville, TN
08/2021 → 01/2022

Southwestern Investment Group

Franklin, TN
08/2021 → 01/2022

Raymond James Financial Services, Inc.

Franklin, TN
08/2021 → 01/2022

Southwestern Investment Advisory Services, Inc.

Franklin, TN
01/2022 → 04/2024

Leconte Wealth Management

Maryville, TN
07/2024 → Present

Robinson Smith Wealth Advisors, Llc

Portland, ME

Code	Exam	Date
S66	Uniform Combined State Law Examination	2021-11-19
S65	Uniform Investment Adviser Law Examination	2019-04-15