Nathan Albert Lee

Current Employers

Employment History

• 12/2004 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Long Beach, CA
• 08/2009 → Present
  Bank Of America, N.A.
  Long Beach, CA

Previous Registrations

• 2002-02-26 → 2004-12-10
  Ubs Financial Services Inc.
  Lubbock, TX

Other Businesses

I*99345 FOR PROFIT OR NOT FOR PROFIT: NON-PROFIT ORGANIZATION NAME OF OUTSIDE BUSINESS ORGANIZATION: BOYS & GIRLS CLUB OF LONG BEACH INVESTMENT RELATED: NO ADDRESS OF BUSINESS: LONG BEACH, CALIFORNIA 90807 POSITION, TITLE, ASSOCIATION: ADVISORY BOARD MEMBER START DATE OF RELATIONSHIP: 11/15/2016 NUMBER OF HOURS DEVOTED: 1 HOUR MONTHLY NUMBER OF HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: I AM BEING ASKED TO SERVE AS AN ADVISORY BOARD MEMBER AND HELP WITH FUNDRAISING ACTIVITIES FOR THE ORGANIZATION. THE ROLE MAY ALSO INCLUDE PARTICIPATION IN THE COMMUNITY ACTIVITIES THAT THE ORGANIZATION PROVIDES TO SUPPORT AT RISK YOUTH. I*1184332 Entity Type: Rental Property Name of outside business organization: Rental Property 1 Investment related: No Address of business: Torrance, California, 90503 Position, title, association: Sole owner Start date of relationship: 2/15/2023 Number of hours devoted: 12 hours Yearly Number of hours devoted during trading hours: 0 Duties: Sole owner of rental property I*: 2521293 Entity Type: Rental Property Name of OBA: Rental Property 2 Address: Dallas, TX 75243 Investment Related: No Position, Title, Association: Sole owner Employee Start Date: 6/6/2025 Number of Hours: 40 hrs annually Number of Hours during trading: 0 Duties: Sole owner of rental property I*: 2287280 Entity Type: Charitable Name of OBA: The Peninsula Education Foundation Address: Palos Verdes Estates, CA 90274 Investment Related: No Position, Title, Association: Board Member Employee Start Date: 5/1/2025 Number of Hours: 2 hrs mthly Number of Hours during trading: 0 Duties: The mission of Peninsula Education Foundation is to raise and grant funds to enhance educational excellence for PVPUSD students. I will be serving on the advisory board to the foundation on efforts and initiatives to raise funds for the foundation and provide feedback on what programs the foundation will support in the Palos Verdes school district.

Exams

• S66 Uniform Combined State Law Examination
  2002-02-25