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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 2026-01-02
IL RA APPROVED 2025-12-05
  • TX RA
    APPROVED
    Since 2026-01-02
  • IL RA
    APPROVED
    Since 2025-12-05

Branch Locations

8950 N Greenwood Ave, Niles, IL 60714 • 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
Merrill Lynch, Pierce, Fenner & Smith Incorporated Crystal Lake IL 09/2025 Present
Citi Niles IL 08/2024 09/2025
Woodforest National Bank Crystal Lake IL 12/2023 08/2024
Fifth Third Rosemont IL 03/2023 12/2023
Woodforest National Bank Round Lake Beach IL 02/2022 03/2023
Double S Sushi Lake Zurich IL 12/2018 02/2020
Jewel-Osco Lake Zurich IL 08/2017 12/2017
Dairy Queen Lake Zurich IL 10/2016 12/2016
University Of Illinois At Chicago Chicago IL 08/2018 12/2021
Unemployed Rolling Meadows IL 12/2021 02/2022
Lake Zurich High School Lake Zurich IL 08/2014 05/2018
Unemployed Lake Zurich IL 05/2018 08/2018
Bank Of America, N.A. Crystal Lake IL 10/2025 Present
  • 09/2025 → Present
    Crystal Lake, IL
  • 08/2024 → 09/2025
    Citi
    Niles, IL
  • 12/2023 → 08/2024
    Woodforest National Bank
    Crystal Lake, IL
  • 03/2023 → 12/2023
    Fifth Third
    Rosemont, IL
  • 02/2022 → 03/2023
    Woodforest National Bank
    Round Lake Beach, IL
  • 12/2018 → 02/2020
    Double S Sushi
    Lake Zurich, IL
  • 08/2017 → 12/2017
    Jewel-Osco
    Lake Zurich, IL
  • 10/2016 → 12/2016
    Dairy Queen
    Lake Zurich, IL
  • 08/2018 → 12/2021
    University Of Illinois At Chicago
    Chicago, IL
  • 12/2021 → 02/2022
    Unemployed
    Rolling Meadows, IL
  • 08/2014 → 05/2018
    Lake Zurich High School
    Lake Zurich, IL
  • 05/2018 → 08/2018
    Unemployed
    Lake Zurich, IL
  • 10/2025 → Present
    Bank Of America, N.A.
    Crystal Lake, IL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-12-03
  • S66 Uniform Combined State Law Examination
    2025-12-03
Other Names
  • Jaylen Lee
  • Seung Lee

View on SEC IAPD

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