# MATTHEW JOSEPH WELLS

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.

## Registration history (6)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [MAI CAPITAL MANAGEMENT, LLC](https://search.stillhousedata.com/firm/109807) | 2026-06-01 | present | Yes |
| [FIRST HORIZON ADVISORS, INC.](https://search.stillhousedata.com/firm/17117) | 2022-04-11 | 2025-02-04 | — |
| [PRUCO SECURITIES, LLC](https://search.stillhousedata.com/firm/5685) | 2021-04-15 | 2022-04-21 | — |
| [TRANSFORM WEALTH, LLC](https://search.stillhousedata.com/firm/283403) | 2019-08-15 | 2020-04-08 | — |
| [MERCER GLOBAL ADVISORS INC.](https://search.stillhousedata.com/firm/147363) | 2017-05-05 | 2019-02-01 | — |
| [BANC OF AMERICA INVESTMENT SERVICES, INC.](https://search.stillhousedata.com/firm/16361) | 2005-02-09 | 2008-12-17 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/4373724)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/4373724.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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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.