DOUGLAS JAMES WHEAT is an investment adviser representative (IAR) with state registration records since 2006, appearing at 4 firms. Currently registered with PERIGON WEALTH MANAGEMENT, LLC.
| Firm | From | To | Current |
|---|---|---|---|
| PERIGON WEALTH MANAGEMENT, LLC | 2023-04-19 | present | Yes |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | 2014-05-30 | 2023-05-17 | — |
| FWM CONSULTING, INC. | 2008-12-05 | 2014-05-30 | — |
| HIGHRIDGE FINANCIAL PLANNING | 2006-10-17 | 2008-11-13 | — |