John M Albert

$1.96T regulatory AUM 416,984 advisory clients

Reported services (Item 5G)

From the firm’s Form ADV. Read the guides:

2000 Westchester Avenue, Purchase, NY 10577-2530 • United States

Current Registrations

Authority	Category	Status	Date
GA	RA	APPROVED	2023-01-25
TX	RA	APPROVED	2023-01-23

Branch Locations

No disclosure categories reported as “Yes” on this SEC record.

Organization	City	State	From	To
Merrill Lynch, Pierce, Fenner & Smith Incorporated	San Antonio	TX	08/2017	09/2022
Homestead America - Pavilion At North Grounds	Charlottesville	VA	01/2017	06/2017
Hunter Wyant State Farm Agency	Charlottesville	VA	10/2014	10/2016
Gilbert Albert Community Center	Boston	MA	09/2011	09/2017
Bank Of America, N.A.	Birmingham	AL	01/2018	09/2022
Morgan Stanley	Atlanta	GA	01/2023	Present
Unemployed	Atlanta	GA	09/2022	01/2023

08/2017 → 09/2022

Merrill Lynch, Pierce, Fenner & Smith Incorporated

San Antonio, TX
01/2017 → 06/2017

Homestead America - Pavilion At North Grounds

Charlottesville, VA
10/2014 → 10/2016

Hunter Wyant State Farm Agency

Charlottesville, VA
09/2011 → 09/2017

Gilbert Albert Community Center

Boston, MA
01/2018 → 09/2022

Bank Of America, N.A.

Birmingham, AL
01/2023 → Present

Morgan Stanley

Atlanta, GA
09/2022 → 01/2023

Unemployed

Atlanta, GA

Code	Exam	Date
S66	Uniform Combined State Law Examination	2017-11-27