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Lee E Zeidner

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Salt Lake City, UT

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Current Employers
Merrill Lynch, Pierce, Fenner & Smith Incorporated

One Bryant Park, New York, NY 10036 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2026-05-11
UT RA APPROVED 2025-02-27
  • TX RA
    APPROVED
    Since 2026-05-11
  • UT RA
    APPROVED
    Since 2025-02-27

Branch Locations

1100 E 6600 S, Salt Lake City, UT 84121 • 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
Edward Jones St Louis MO 06/2019 07/2024
Tradewinds Realty Llc Koloa HI 03/2018 06/2019
Vistana Signiture Experiences / Ilg, Llc Koloa HI 06/2017 03/2018
No Problem Charters Kekaha HI 04/2012 08/2018
Merrill Lynch, Pierce, Fenner & Smith Incorporated Salt Lake City UT 02/2025 Present
Gogivers Family Services Salt Lake City UT 08/2024 11/2024
Bank Of America, N.A. Salt Lake City UT 03/2025 Present
  • 06/2019 → 07/2024
    Edward Jones
    St Louis, MO
  • 03/2018 → 06/2019
    Tradewinds Realty Llc
    Koloa, HI
  • 06/2017 → 03/2018
    Vistana Signiture Experiences / Ilg, Llc
    Koloa, HI
  • 04/2012 → 08/2018
    No Problem Charters
    Kekaha, HI
  • 02/2025 → Present
    Merrill Lynch, Pierce, Fenner & Smith Incorporated
    Salt Lake City, UT
  • 08/2024 → 11/2024
    Gogivers Family Services
    Salt Lake City, UT
  • 03/2025 → Present
    Bank Of America, N.A.
    Salt Lake City, UT
Previous Registrations
  • 2024-03-20 → 2024-07-17
    Edward Jones
    Park City, UT
  • 2019-08-06 → 2023-12-06
    Edward Jones
    Koloa, HI
    Koloa, HI
    St Louis, MO
    Kalaheo, HI
    Koloa, HI
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2019-08-03
  • S66 Uniform Combined State Law Examination
    2019-08-03
Other Names
  • Lee Erica Zeidner
  • Lee E Zeidner
  • Lee Erica Zeidner-Mccoy

View on SEC IAPD

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Other Offices

RUN VENTURES · SALT LAKE CITY, UT
LEP MANAGEMENT LLC · SALT LAKE CITY, UT
UBS FINANCIAL SERVICES INC. · SALT LAKE CITY, UT
RAYMOND JAMES & ASSOCIATES, INC. · Salt Lake City, UT
UBS FINANCIAL SERVICES INC. · SALT LAKE CITY, UT
D.A. DAVIDSON & CO. · SALT LAKE CITY, UT
STRATOS WEALTH PARTNERS, LTD · SALT LAKE CITY, UT
LPL FINANCIAL LLC · SALT LAKE CITY, UT

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