Mary Tam Macdonald

Current Employers

Wells Fargo Clearing Services, Llc

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

Current Registrations

Authority	Category	Status	Date
FL	RA	APPROVED	2023-07-26
TX	RA	APPROVED_RES	2011-10-11
CA	RA	APPROVED	2008-01-01

FL RA
APPROVED

Since 2023-07-26
TX RA
APPROVED_RES

Since 2011-10-11
CA RA
APPROVED

Since 2008-01-01

Branch Locations

818 Us Highway A1A N Stes 200 & 206, Ponte Vedra Beach, FL 32082 • United States

12531 High Bluff Dr Ste 400, San Diego, CA 92130 • United States

St. Augustine, FL • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint Yes
Termination No

Employment History

Organization	City	State	From	To
Wells Fargo Advisors Llc	San Diego	CA	05/2009	11/2016
Wells Fargo Clearing Services, Llc	San Diego	CA	11/2016	Present

05/2009 → 11/2016

Wells Fargo Advisors Llc

San Diego, CA
11/2016 → Present

Wells Fargo Clearing Services, Llc

San Diego, CA

Previous Registrations

2001-03-29 → 2008-01-01

A. G. Edwards & Sons, Inc.

San Diego, CA

San Diego, CA

St. Louis, MO

Other Businesses

PRINCESS VIVIAN, OWNERSHIP OF RACE HORSE, NOT INV RELATED, BERKELEY, CA, 10% OWNER, START: 10/29/2018, 1 HOUR PER MONTH/0 DURING TRADING, DUTIES: OWNER. MSSB VENTURES; NOT INVESTMENT RELATED; RANCHO SANTE FE, CA; 100% OWNERSHIP; START DATE 05/30/2019; NUMBER OF HOURS PER MONTH 1; NUMBER OF HOURS DURING TRADING 0; OWNER.

Exams

Code	Exam	Date
S63	Uniform Securities Agent State Law Examination	1994-01-21

S63 Uniform Securities Agent State Law Examination

1994-01-21

Other Names

Mary Mansze Macdonald
Mary Mansze Tam
Mary Man Sze Tam

View on SEC IAPD