Douglas Wood

Current Employers

Employment History

• 05/2009 → 11/2016
  Wells Fargo Advisors Llc
  Grosse Pointe Woods, MI
• 11/2016 → 04/2021
  Wells Fargo Clearing Services, Llc
  Grosse Pointe Woods, MI
• 04/2021 → Present
  Wells Fargo Advisors Financial Network, Llc
  Grosse Pointe, MI

Previous Registrations

• 2003-07-01 → 2021-04-22
  Wells Fargo Clearing Services, Llc
  Grosse Pointe Farms, MI
  Grosse Pointe Farms, MI
  Grosse Pointe, MI
• 2002-11-20 → 2003-07-01
  Prudential Equity Group, Llc
  Grosse Pointe, MI

Other Businesses

CO-TRUSTEE FOR SPOUSE'S TRUST; INV. RELATED; GROSSE POINTE WOODS, MI; START 12/2004.; | VAN ELSLANDER CAPITAL, INV RELATED, BIRMINGHAM, MI, INVESTMENT COMMITTEE MEMBER, START 2/12/2020, 2 HOURS PER MONTH, 2 HOURS DURING TRADING, PROVIDING GUIDANCE ON INTERPRETING FINANCIAL TERMS AND DETAILS PROVIDED BY THE MONEY MANAGER TO THE FAMILY TO MAKE DECISIONS.| LEGACY STRATEGIC PARTNERS 401K FBO SELF & ASSOCIATES; INV. RELATED; GROSSE POINTE, MI; CO-TRUSTEE; START 9/30/2021; 0 HRS PER MONTH; 0 HRS DURING TRADING.;| TRUSTEE FOR BROTHER-IN-LAWS TRUST FBO OF HIS 4 CHILDREN; INV. RELATED; GROSSE POINTE PARK, MI; START 8/2022; 1 HR PER MONTH; 1 HR DURING TRADING.;| LEGACY STRATEGIC PARTNERS LLC, INV RELATED, GROSSE POINTE, MI, 16.26% OWNERSHIP, START 10/04/2022, 1 HOUR PER MONTH, 0 HOURs DURING TRADING, FINET PRACTICE.;| TRUSTEE FOR SPOUSE'S IRREVOCABLE TRUST, INV RELATED, GROSSE POINTE, MI, START 12/30/2022, 1 HR/MONTH, 1 HR DURING TRADING.;| CO-TRUSTEE FOR LEGACY STRATEGIC PARTNERS 401K FBO ASSOCIATE, INV RELATED, GROSSE POINTE, MI, START 2/1/2023, 1 HOUR A MONTH, 1 HOUR DURING TRADING, FINET PRACTICE 401K.| CO-TRUSTEE FOR LEGACY STRATEGIC PARTNERS FBO ASSOCIATE, INV RELATED, GROSSE POINTE, MI, START 10/13/2023, 1 HOUR A MONTH, 0 HOURS DURING TRADING, FINET PRATICE 401K.| CO-TRUSTEE FOR LEGACY STRATEGIC PARTNERS FBO ASSOCIATE, INV RELATED, GROSSE POINTE, MI, START 6/25/2024, 1 HOUR A MONTH, 0 HOURS DURING TRADING, FINET PRACTICE 401K.| CO-TRUTSEE FOR LEAGACY STRATEGIC PARTNERS FBO ASSOCIATES (2); INV RELATED; GROSSE POINTE, MI; START: 10/03/2024; 1 HOUR A MONTH; 0 HOUR DURING TRADING, FINET PRACTICE 401K.| DOUGLAS WOOD; INV RELATED; GROSSE POINTE, MI; FINET PRACTICE; 100% OWNERSHIP; START DATE 01/01/2021; 3 HOURS PER MONTH; 3 HOURS DURING TRADING| CO-TRUSTEE FOR LEGACY STRATEGIC PARTNERS 401K FBO ASSOCIATE, INV RELATED, GROSSE POINTE, MI, START 4/9/2025, 1 HOUR A MONTH, 0 HOUR DURING TRADING| CO-TRUSTEE FOR LEGACY STRATEGIC PARTNERS 401K FBO ASSOCIATE, INV RELATED, GROSSE POINTE, MI, START 4/9/2025, 1 HOUR A MONTH, 0 HOUR DURING TRADING CO-TRUSTEE FOR LEGACY STRATEGIC PARTNERS 401K FBO ASSOCIATE, INV RELATED, GROSSE POINTE, MI, START 10/03/2025, 1 HOUR A MONTH, 0 HOUR DURING TRADING LEGACY RE PARTNERS LLC; INV RELATED; GROSSE POINTE,MI; 16.26% OWNERSHIP; START DATE: 01/01/2026; 1 HRS PER MONTH; 0 HRS DURING TRADING; | CO-TRUSTEE FOR LEGACY STRATEGIC PARTNERS 401K FBO ASSOCIATE, INV RELATED, GROSSE POINTE, MI, START 04/01/2026, 1 HOUR A MONTH, 0 HOUR DURING TRADING HUNCHBACK, LLC ; INV RELATED;GROSSE POINTE,MI; BUILDING EXPENSES AND RENTAL PAYMENTS;16.26% OWNERSHIP; START DATE: 05/07/2026; 1 HRS PER MONTH; 0 HRS DURING TRADING; RENTAL PROPERTY - 718; INV RELATED;GROSSE POINTE,MI; RENTAL;16.26% OWNERSHIP; START DATE: 06/01/2026; 1 HRS PER MONTH; 0 HRS DURING TRADING; LIGGETT UNIVERSITY SCHOOL ; NOT INV RELATED;GROSSE POINTE WOODS,MI; TRUSTEES; BOARD OF TRUSTEES; START DATE: 07/01/2026; 1 HRS PER MONTH; 0 HRS DURING TRADING;

Exams

• S65 Uniform Investment Adviser Law Examination
  1996-09-04
• S63 Uniform Securities Agent State Law Examination
  1996-08-19

Other Names

• Douglas Mcfall Wood