MATTHEW JOSEPH WELLS is an investment adviser representative (IAR) with state registration records since 2005, appearing at 6 firms. Currently registered with MAI CAPITAL MANAGEMENT, LLC.
| Firm | From | To | Current |
|---|---|---|---|
| MAI CAPITAL MANAGEMENT, LLC | 2026-06-01 | present | Yes |
| FIRST HORIZON ADVISORS, INC. | 2022-04-11 | 2025-02-04 | — |
| PRUCO SECURITIES, LLC | 2021-04-15 | 2022-04-21 | — |
| TRANSFORM WEALTH, LLC | 2019-08-15 | 2020-04-08 | — |
| MERCER GLOBAL ADVISORS INC. | 2017-05-05 | 2019-02-01 | — |
| BANC OF AMERICA INVESTMENT SERVICES, INC. | 2005-02-09 | 2008-12-17 | — |