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Elisabeth J Lee

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Palo Alto, CA

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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 2025-06-16
CA RA APPROVED 2025-06-08
  • TX RA
    APPROVED
    Since 2025-06-16
  • CA RA
    APPROVED
    Since 2025-06-08

Branch Locations

3075A Hansen Way, Palo Alto, CA 94304 • 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 Palo Alto CA 02/2025 Present
University Of Southern California Los Angeles CA 01/2022 12/2024
Merrill Palo Alto CA 06/2024 08/2024
Law Offices Of Andrew B Shin San Jose CA 06/2022 08/2022
Jenny Cho Cpa Dublin CA 06/2020 12/2021
Amador Valley High School Pleasanton CA 08/2016 06/2020
University Of California, Santa Cruz Santa Cruz CA 10/2020 06/2021
  • 02/2025 → Present
    Merrill Lynch, Pierce, Fenner & Smith Incorporated
    Palo Alto, CA
  • 01/2022 → 12/2024
    University Of Southern California
    Los Angeles, CA
  • 06/2024 → 08/2024
    Merrill
    Palo Alto, CA
  • 06/2022 → 08/2022
    Law Offices Of Andrew B Shin
    San Jose, CA
  • 06/2020 → 12/2021
    Jenny Cho Cpa
    Dublin, CA
  • 08/2016 → 06/2020
    Amador Valley High School
    Pleasanton, CA
  • 10/2020 → 06/2021
    University Of California, Santa Cruz
    Santa Cruz, CA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-05-27
  • S66 Uniform Combined State Law Examination
    2025-05-27
Other Names
  • Ellie Lee
  • Ji Lee

View on SEC IAPD

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