DOUGLAS EVERETT WELLS is an investment adviser representative (IAR) with state registration records since 1992, appearing at 6 firms. Currently registered with CWM, LLC.
| Firm | From | To | Current |
|---|---|---|---|
| CWM, LLC | 2025-09-17 | present | Yes |
| WELLS TRECASO FINANCIAL GROUP, LLC | 2019-01-04 | 2025-12-31 | — |
| SB ADVISORY, LLC | 2017-11-03 | 2019-03-06 | — |
| MORGAN STANLEY SMITH BARNEY LLC | 2009-06-01 | 2017-11-06 | — |
| CITIGROUP GLOBAL MARKETS INC. | 2008-09-08 | 2009-06-01 | — |
| UBS FINANCIAL SERVICES INC. | 1992-10-07 | 2008-09-15 | — |