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Ian Scott Mcdonald

Wells Fargo Clearing Services, LLC

Rolling Hills Estates, CA

Honolulu, HI

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Current Employers
Wells Fargo Clearing Services, Llc

One North Jefferson Avenue Mail Code: H0004-05E, St. Louis, MO 63103-2205 • United States

Current Registrations

AuthorityCategoryStatusDate
HI RA APPROVED 2018-07-25
TX RA APPROVED_RES 2011-02-09
CA RA APPROVED 2004-11-15
  • HI RA
    APPROVED
    Since 2018-07-25
  • TX RA
    APPROVED_RES
    Since 2011-02-09
  • CA RA
    APPROVED
    Since 2004-11-15

Branch Locations

500 Silver Spur Rd 3Rd Fl Ste 300, Rolling Hills Estates, CA 90275 • United States

1001 Bishop St Ste 1900, Honolulu, HI 96813 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Wells Fargo Advisors Llc Rolling Hills Estates CA 05/2009 11/2016
Wells Fargo Clearing Services, Llc Rolling Hills Estates CA 11/2016 Present
Previous Registrations
  • 2000-05-01 → 2004-11-16
    Morgan Stanley Dw Inc.
    Torrance, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1999-12-21
S63 Uniform Securities Agent State Law Examination 1992-09-30
  • S65 Uniform Investment Adviser Law Examination
    1999-12-21
  • S63 Uniform Securities Agent State Law Examination
    1992-09-30
Other Names
  • Ian S Mcdonald

View on SEC IAPD

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Other Offices

KEYMARK FINANCIAL · ROLLING HILLS ESTATES, CA
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · ROLLING HILLS ESTATES, CA
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · ROLLING HILLS ESTATES, CA
LPL FINANCIAL LLC · RANCHO PALOS VERDES, CA
RAYMOND JAMES & ASSOCIATES, INC. · ROLLING HILLS ESTATES, CA
RBC CAPITAL MARKETS, LLC · Rolling Hills, CA
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · ROLLING HILLS ESTATES, CA
INDEPENDENT FINANCIAL GROUP, LLC · Rolling Hills Estate, CA

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