Bruce Keebeck Lee

Current Employers

Employment History

• 10/2011 → 05/2018
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Chicage, IL
• 12/2011 → 05/2018
  Bank Of America, N.A.
  Chicago, FL
• 06/2018 → Present
  Keebeck Wealth Management Llc
  Chicago, IL

Previous Registrations

• 2011-10-28 → 2018-05-08
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Chicago, IL
• 2004-08-13 → 2011-11-23
  Credit Suisse Securities (Usa) Llc
  Chicago, IL
  Chicago, IL
• 2000-11-21 → 2004-08-13
  Morgan Stanley & Co. Llc
  Chicago, IL

Other Businesses

RL PARTNERS;MANAGING DIRECTOR-PRIVATE INVESTMENTS 425 S BODIN, HINSDALE, IL 60521. SHELL ENTITITY - 20 MIN PER WEEK; KB PARTNERS- VENTURE CAP- 1001 SKOIE BLVD. GLEN ELLYN, IL. - INVESTOR/PRIVATE INVESTMENT I*46743 FOR-PROFIT ORGANIZATION; JML PARTNERS LLC; INVESTMENT RELATED: N; HINSDALE, ILLINOIS 60521; LLC; OFFICER; 7/13/2007; 5 HOUR(S) ANNUALLY; 0; DUTIES: MANAGER OF FAMILY LLC I*85575 FOR-PROFIT ORGANIZATION; RENTAL OF PROPERTY; INVESTMENT RELATED: N; HINSDALE, ILLINOIS 60521; OTHER, RENTAL OF PROPERTY; OWNER; 42278; 0 HOUR(S) ANNUALLY; 0; DUTIES: - BRUCE I*47745 FOR-PROFIT ORGANIZATION; JLL PARTNERS II, LLC; INVESTMENT RELATED: N; HINSDALE, ILLINOIS 60521; LLC; OFFICER; 6/30/2008; 1 HOUR(S) QUARTERLY; 0; DUTIES: THIS IS AN ESTATE PLANNING TOOL USED FOR A REAL ESTATE. FOR-PROFIT ORGANIZATION; JLL PARTNERS III, LLC; INVESTMENT RELATED: N; HINSDALE, ILLINOIS 60521; MANAGER; 4/6/2012; 2 HOUR(S) ANNUALLY; 0; DUTIES: FAMILY INVESTMENT VEHICLE THAT IS USED TO HOLD REAL ESTATE. I AM THE MANAGER OF THIS ENTITY. NONPROFIT ORGANIZATION; SARATOGA AUTOMOBILE MUSEUM; INVESTMENT RELATED: N; SARATOGA SPRINGS, NEW YORK 12866; CHARITABLE ORGANIZATION; TRUSTEE; 8/10/2012; 40 HOUR(S) ANNUALLY; 15; DUTIES: BOARD OF TRUSTEES FOR-PROFIT ORGANIZATION; JUMPING CHOLLA, LLC; INVESTMENT RELATED: N; CHICAGO, ILLINOIS 60604; LLC; LIMITED PARTNER; 3/19/2013; 0 HOUR(S) ANNUALLY; 0; DUTIES: JML PARTNERS LLC WILL BE A MEMBER OF JUMPING FELINE LLC WHICH WILL BE USED TO INVEST IN THE APPROVED INVESTMENT DUDA MOBILE. I WILL HAVE NO RESPONSIBILITIES. I*69435 FOR-PROFIT ORGANIZATION; JUMPING CHOLLA LLC; INVESTMENT RELATED: N; HINSDALE, ILLINOIS 60521; LLC; LIMITED PARTNER; 1/27/2014; 0 HOUR(S) ANNUALLY; 0; DUTIES: PURCHASE LAND. THIS IS A PASSIVE INVESTMENT AND I WILL BE A LIMITED PARTNER. I*79697 NON-PROFIT ORGANIZATION; DUPAGE FOUNDATION; INVESTMENT RELATED: N; WHEATO I*107910 NON-PROFIT ORGANIZATION; UNIVERSITY SCHOOL OF MILWAUKEE; INVESTMENT RELATED: N; MILWAUKEE, WISCONSIN 53217; CHARITABLE ORGANIZATION; ADVISORY BOARD MEMBER; 8/31/2017; 3 HOUR(S) QUARTERLY; 0; DUTIES: USM IS A FRIENDLY AND INCLUSIVE COMMUNITY WHERE STUDENTS, FAMILIES, TEACHERS, STAFF, AND ALUMNI ALL COME TOGETHER TO CREATE AN OUTSTANDING ENVIRONMENT FOR STUDENTS TO THRIVE IN. I WILL BE A BOARD MEMBER FOCUSING ON THE DEVELOPMENT OF THE SCHOOL. KEEBECK COGNITIVE PARTNERS; INVESTMENT-RELATED; CHICAGO, ILLINOIS 60601; PRIVATE EQUITY FIRM; PERSONAL INVESTMENT; START DATE 4/2019; LESS THAN 2 HOURS/MONTH DURING TRADING HOURS; BL KEEBECK LLC, INVESTMENT-RELATED, STAMFORD, CONNECTICUT 06901, PERSONAL INVESTMENT FOR INDIRECT OWNERSHIP IN KEEBECK ALPHA, LP, AN SEC-REGISTERED RIA, MEMBER, START DATE 5/2019, LESS THAN 2 HOURS/MONTH DURING TRADING HOURS. KEEBECK REAL ESTATE, LLC; OWNER 100%, START DATE 11/2019, ENTITY CREATED TO INVEST IN DIRECT REAL ESTATE OPPORTUNITY; LESS THAN 1 HOURS/MONTH DURING TRADING HOURS; INVESTMENT RELATED; REAL ESTATE INVESTING; 150 N. RIVERSIDE PLAZA, SUITE 1850, CHICAGO, IL 60606,

Exams

• S65 Uniform Investment Adviser Law Examination
  1995-03-13
• S63 Uniform Securities Agent State Law Examination
  1986-07-01

Other Names

• Robert Keebeck Lee
• Bruce Lee