DANIEL JIN LEE is an investment adviser representative (IAR) with state registration records since 2008, appearing at 4 firms. Currently registered with IEQ CAPITAL, LLC.
| Firm | From | To | Current |
|---|---|---|---|
| IEQ CAPITAL, LLC | 2024-06-16 | present | Yes |
| CERTUITY, LLC | 2023-05-04 | 2024-06-11 | — |
| J.P. MORGAN PRIVATE WEALTH ADVISORS LLC | 2013-10-04 | 2023-05-18 | — |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | 2012-05-04 | 2013-09-03 | — |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | 2008-10-14 | 2009-02-17 | — |